Enrich Salesforce records from sales conversations

Sales reps hate updating Salesforce. An Orkeste agent listens to meeting notes, call transcripts and emails, extracts the facts, and proposes field updates the rep can approve in one click.

How the workflow runs

1. Ingest conversation: Pulls in the meeting transcript, email thread or note linked to the opportunity.
2. Extract structured facts: Identifies budget, timing, stakeholders, next steps, risks.
3. Map to Salesforce fields: Aligns extracted facts with your existing field schema.
4. AE reviews and approves: The proposed updates land in a side panel for the AE to accept or edit.
5. Write to Salesforce: Approved updates are committed with a clean audit trail.

Human-in-the-loop: No Salesforce field is updated without the record owner approving the change.

Works with your stack

• salesforce
• hubspot
• google docs

Related workflows

• Qualify inbound leads in Salesforce automatically
• Draft follow-up sequences for Salesforce opportunities
• Update pipeline status in Salesforce from rep notes

Questions about this workflow

Which conversation sources are supported?

Meeting transcripts (Gong/Fireflies-style), email threads, and pasted notes. The agent treats them uniformly.

Won't this create noise in Salesforce?

No. Updates are batched and reviewed in one place per opportunity, with diffs against the current values.

Can it create new contacts?

Yes. New stakeholders mentioned in conversations can be proposed as Contacts, with the rep approving the create.