Log sales conversations in Salesforce with an AI agent
The context of a deal lives in email threads and call notes, and rarely reaches Salesforce. An Orkeste agent reads the thread or the notes you paste, finds the matching record and logs an activity with the summary, the next step and the people involved. The rep approves before anything is written.
The problem
Reps finish a call and go to the next one. The notes stay in a notebook or an inbox, the record shows nothing since last month, and the next person on the account starts from scratch.
How the workflow runs
Runs: When you start it with call notes, or every day for recent email threads.
Read the conversation: The agent reads the call notes you paste, or recent email threads with prospects in Gmail or Outlook.
Find the record: It searches Salesforce for the contact, the account and the open opportunity.
Summarise: It writes the need, the budget, the timing, the people involved and the next step.
Approve: The activity waits in Validations; the rep edits it or approves it.
Log in Salesforce: The approved activity is logged on the record with a subject and the notes.
With approval on, no activity is logged in Salesforce until the record owner approves it.
Who does what
Note taker: Turns a conversation into a structured activity.
Account executive (human): Owns the record and approves what is written to it.
What this workflow does not do
Logs activities and can update an opportunity's stage or amount; other fields are left alone.
Does not join or record calls; it works from notes or transcripts you paste.