Capture sales follow-ups from AssemblyAI transcripts
Keep promises made on calls from disappearing into a transcript. Notis can turn stated next steps into Salesforce tasks with the conversation context attached.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task
Creates a new task in salesforce to track activities, to-dos, and follow-ups related to contacts, leads, or other records.
Why this helps
After calls, founders often have to reread transcripts to find commitments and remember to add them to Salesforce.
- Capture explicit next steps while the conversation is fresh.
- Include transcript context so the task is easier to act on.
- Reduce manual review and data entry after calls.
Setup
Build it in a few focused steps.
- 1Connect AssemblyAI and Salesforce once in the Notis portal.
- 2Create an automation in Automations, then choose a name and prompt.
- 3Tell Notis to create Salesforce tasks for explicit follow-ups in the submitted transcript and include the relevant quote or context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real transcript and check the resulting Salesforce task.
Questions about this workflow
What starts this automation?
A request to the Notis webhook starts it. Include the transcript text and any useful call context in that request.
Will it create a task for every action mentioned?
The instruction can tell Notis to create tasks only for clear commitments or next steps. Review the first result to tune the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link AssemblyAI to Salesforce. A trigger fires from one place; an action lands in another.
AssemblyAI triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
AssemblyAI and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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