AI Workflow: Voice-to-Activity Logging
Empowered sales reps to quickly log customer meetings by speaking into their phones—no typing, no lag, just smart, seamless activity capture.
Overview
I designed a voice‑to‑text flow that lets busy sales reps capture customer interactions the moment they happen. Reps simply pull out their phone, speak naturally, and the AI engine converts their words into clean, structured data that sends it to the CRM over a secure API. No more typing notes in the parking lot or distracted driving, just a couple of taps and they’re on their way. Every screen is pared back to the essentials with large hit targets for the reps on the go. The experience feels fast, intuitive, and forgiving.
Problem
Sales reps were consistently falling behind on logging activities. Manual input on mobile devices was time-consuming and often delayed, leading to incomplete records, lost context, and gaps in reporting.
Solution
- Integrated voice-to-text functionality using AI speech recognition
- Designed a mobile-first UX with minimal tap-to-record interactions
- Parsed natural speech into structured CRM-ready fields via API
- Built feedback loops to confirm and correct transcription errors quickly
Impact
- Reduced average activity logging time by 60%
- Increased activity logging completeness by 35%
- Boosted adoption across field teams by making the tool feel like a natural extension of their workflow
