OTHER
Mobile voice capture to enriched Attio person record
Receives a voice note posted from a mobile capture app via webhook, transcribes and parses it for new contact details.
How it runs
The automated pipeline, trigger to output.
- TriggerMobile app posts voice note to webhookHTTP webhook
- ActionTranscribe note with ElevenLabsElevenLabs
- ActionExtract contact details and contextOpenAI
- ActionLook up person in AttioAttio
- LogicBranch: create new vs. update existing
- OutputWrite Attio person record and meeting noteAttio
What it does
When a rep meets someone new and records a voice note from a mobile capture app, this workflow turns that audio into a real CRM contact. It transcribes the note, extracts the person's name, title, company, and any details mentioned, then creates or updates the Attio person record and attaches a note of what was discussed.
When to use it
Use it at conferences, trade shows, and networking events where reps collect contacts faster than they can type. Speaking a quick summary while it is fresh beats a shoebox of business cards entered weeks later.
How it works
- 1The mobile capture app posts the audio and rep metadata to the workflow webhook.
- 2ElevenLabs transcribes the recording.
- 3OpenAI extracts contact fields plus a short context summary.
- 4A lookup checks Attio for an existing person by name and email.
- 5A branch routes to create-new or update-existing accordingly.
- 6The workflow writes the person record and attaches a meeting note linking to the rep who captured it.
Set it up
What you configure once, before turning it on.
- 1Connect HTTP webhookTrigger any URL on agent actions.
- 2Connect ElevenLabsText-to-speech, voice cloning.
- 3Connect OpenAIModels, embeddings, files.
- 4Connect AttioReal-time CRM with structured data + powerful views.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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