Catch up on recent accounts with a scheduled audio roundup
Have Notis review recent Salesforce account information on a schedule and turn the available results into a short spoken roundup.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Text to speech stream
Converts text into speech and returns an audio file.
Why this helps
When you have been away from account work, rebuilding context record by record takes time and attention.
- Create a regular listening-friendly catch-up.
- Choose a useful cadence in the Notis schedule trigger.
- Keep the roundup limited to data Salesforce returns.
Setup
Build it in a few focused steps.
- 1Connect Salesforce and ElevenLabs once in the Notis portal.
- 2Create an automation and describe the account roundup you want.
- 3Tell Notis to review recent account information available to it, summarize it, and convert the roundup to speech using your chosen voice and model.
- 4Pick the Notis recurring schedule trigger and choose where run reports should go.
- 5Test with one real example and confirm the roundup uses the intended period and data.
Questions about this workflow
Does the schedule trigger itself fetch Salesforce records?
The schedule starts the workflow. The instruction must describe the Salesforce information Notis should retrieve, and the roundup can only include data available to it.
Can I define the roundup period?
Yes. State the intended time period in your instruction and choose an appropriate recurring schedule. Historical data must be available to Notis.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Elevenlabs. A trigger fires from one place; an action lands in another.
Salesforce triggers
Elevenlabs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add a pronunciation dictionary from file
Adds a pronunciation dictionary from a lexicon file.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add new project with attributes
Creates a text-to-speech project.
Account Created or Updated
Triggers when an account is created or updated.
Add outbound phone number
Contact Updated
Triggers when an existing contact is modified and includes changed fields.
Add rules to the pronunciation dictionary
Adds custom pronunciation rules to a dictionary.
Record Updated (Generic SObject)
Triggers when monitored fields change on a specified record type.
Add sharing voice
Adds a shared voice to a user's voice library.
New Contact Trigger
Triggers when a new contact is created.
Add pronunciation dictionary from rules
Creates a pronunciation dictionary from custom text replacement or phonetic rules.
New Lead Trigger
Triggers when a new lead is created.
Add a voice
Creates a custom voice from uploaded audio samples.
New or Updated Opportunity
Triggers when an opportunity is created or updated.
Convert chapter to audio
Converts a project chapter into audio.
Connect any two apps with Notis in the middle.
Salesforce and Elevenlabs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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