Speak Once. Log Everything.

Sales and support teams face constant pressure to log call activities in Salesforce, but the administrative burden extends beyond just logging. They must also manually create follow-up tasks and track completion. This manual process takes valuable time away from customer interactions, while incomplete or delayed task creation leads to missed follow-ups and lost opportunities. AI transforms voice recordings into complete activity logs with automatic follow-up task creation, turning 30 seconds of voice input into comprehensive Salesforce documentation and task management. Let me show you automated call logging using GPTfy Voice on an account record. I'm going to record a quick voice message about a customer conversation and let AI handle the documentation and task creation. I had a conversation with the team at Meta. They're interested in using AI for their sales cloud and service cloud. They're concerned about security and privacy. I'll send them a white paper on security and privacy today, and I need to schedule a call for the 10th of July that I will do maybe this Friday. That took less than 30 seconds to record. Now I'm going to upload this to GPTfy — watch what happens. GPTfy sends the file to AI for transcription, then runs a prompt that analyzes the content to create both activity documentation and follow-up tasks. I can see the notification popup indicating the analysis is complete. Looking at the results, GPTfy has created a complete activity record with the description of the conversation, key points about Meta's interests and concerns, and action items including sending the security white paper. Now we're looking at the account's activity section. Here's where it gets really powerful. GPTfy has automatically created two separate tasks: one for sending the white paper on security and privacy, and another for scheduling the call from the conversation. I want to be transparent about limitations. The AI missed the detail about scheduling the call this Friday for the 10th of July meeting. This shows the real-world nature of AI — it's highly capable but not perfect. These edge cases can be improved through better prompt engineering and implementation refinement. Moving from prototype to production requires careful attention to these details. You can customize the prompts to identify the specific types of follow-up actions relevant to your sales process, whether it's demo scheduling, proposal sending, contract reviews, or technical consultations. The AI can be trained to recognize your organization's standard follow-up patterns and automatically create tasks with appropriate due dates and priorities based on your business rules. GPTfy's bring-your-own-model approach means you can use any speech-to-text and language model combination that best handles your industry terminology and conversation patterns. You can fine-tune accuracy for different types of customer interactions while maintaining consistent task creation across your team. Your sales and support team spend seconds on activity logging instead of minutes manually typing call summaries and creating tasks. Your managers get complete activity visibility without relying on team members to remember manual documentation. Your follow-up processes become systematic rather than dependent on individual memory and discipline. The result: automated administrative efficiency that keeps your team focused on customers, powered by AI that handles the documentation burden while ensuring nothing falls through the cracks.