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Summarize voicemails on new deals

Know what the buyer needs without replaying the voicemail between meetings.

Trigger

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

Action

Analyze Audio

Tool to analyze audio input for transcription. use when you need to convert an audio url or base64 string to text.

Why this helps

Voicemails can contain urgent requests that are easy to overlook in a busy pipeline.

  • Surface urgent requests
  • Create concise handoff notes
  • Reduce missed callbacks

Setup

Build it in a few focused steps.

  • 1Connect Pipedrive and Astica ai once in the Notis portal.
  • 2Create the automation and state the summary sections you want.
  • 3Tell Notis to transcribe the voicemail audio URL in a new deal and return request, urgency, blockers, and next step.
  • 4Select the New Deal Received trigger.
  • 5Choose where reports go and test with one real voicemail.

Questions about this workflow

Can it identify a callback deadline?

Yes, if the deadline is spoken clearly or present in the transcript.

What if the voicemail is unavailable?

Have the workflow report that the audio source is missing.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Pipedrive to Astica ai. A trigger fires from one place; an action lands in another.

Pipedrive triggers

Astica ai actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Analyze Audio

Tool to analyze audio input for transcription. use when you need to convert an audio url or base64 string to text.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

ASTICA_READ_TEXT

Tool to perform ocr on an image to extract text. use when you need to read raw text from images after confirming the image source.

ActionInstant

New Deal Received Trigger

Triggered when a new deal is created in Pipedrive

TriggerInstant

New Note Received Trigger

Triggered when a new note is created in Pipedrive

TriggerInstant

New Organization Received Trigger

Triggered when a new organization is created in Pipedrive

TriggerInstant

Connect any two apps with Notis in the middle.

Pipedrive and Astica ai, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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