Create Salesforce Tasks from Call Notes
AI extracts action items from call notes, assigns owners, and sets due dates by analyzing unstructured conversation text
Calls end. Tasks disappear. Commitments break.
Every sales call produces action items. Without automated extraction, most of them never reach Salesforce, and your team discovers the gap when a prospect asks why nobody followed up.
Lost to post-call admin after every conversation
Reps finish a call and spend the next twenty minutes translating scribbled notes into Salesforce tasks, logging activities, and updating records. By the third call of the day, most stop bothering.
“GPTfy has completely changed the way I work on Salesforce. The voice control feature makes it super easy to use. Compared to Agentforce, GPTfy feels smoother and more intuitive.”
- Shantanu Ealiya, Salesforce Developer, TCS
Build prompts with Prompt BuilderPromised on calls never get created in Salesforce
Verbal commitments ("I'll send the case study," "Let me schedule a technical review") vanish between the call and the CRM. Prospects wait for follow-ups that never arrive.
“Found the deployment to be easy. Just took me 10 minutes. Pre-configured prompts and the complimentary Open AI connection helped me test this App quick.”
- Salman Khan, Release Manager, IBM
Capture notes with GPTfy VoiceMissing from CRM records after customer calls
Pipeline reviews, forecast calls, and handoffs rely on Salesforce activity data. When half the calls produce no logged tasks or notes, managers make decisions based on incomplete information.
“Liked the easy and click/no-code way to configure GPT LLMs on any Salesforce object and go-live in days.”
- Gurditta Garg, Chief Salesforce Evangelist, Motorola
Secure this with Security LayerCall Notes Never Become Tasks
Manual task creation after calls is unreliable
After a 30-minute client call, reps scribble notes and promise themselves they will log tasks later. Most do not. Research shows 60% of verbal commitments made during sales calls never become tracked tasks. The result: missed follow-ups, dropped commitments, and prospects who feel forgotten.
GPTfy extracts tasks from call notes via AI
GPTfy reads unstructured call notes (typed summaries, voice transcripts, or meeting recap fields) and uses AI to identify discrete action items. Each action becomes a Salesforce Task with a subject, description, assigned owner, due date, and link to the related Account, Opportunity, or Case. The AI uses your org's context to assign realistic due dates and route tasks to the right team member.
Structured Tasks from Conversations
AI understands context, not just keywords
When a call note says 'Sarah mentioned they need the security whitepaper before their board meeting next Thursday,' GPTfy creates a task assigned to the appropriate rep with the subject 'Send security whitepaper to Sarah,' a due date of Wednesday (one day before the board meeting), and links it to the correct Contact and Account records.
Customizable extraction rules through Prompt Builder
Use GPTfy's no-code Prompt Builder to define what counts as an action item, how due dates are calculated, and which task fields get populated. Different teams can have different extraction templates: sales reps get opportunity-linked tasks, customer success gets renewal-linked tasks, all from the same call note input.
Enterprise Security for Voice
PII masking protects customer conversations
Call notes often contain customer names, phone numbers, contract values, and sensitive business details. GPTfy's security layer automatically masks personally identifiable information before sending call note text to any AI model. The extracted tasks reference the correct Salesforce records without exposing raw PII to third-party models.
Use any AI model for task extraction via Named Credentials
Process call notes through OpenAI GPT-4o, Anthropic Claude, Google Gemini, or Azure OpenAI. GPTfy's BYOM architecture uses Salesforce Named Credentials for each provider, so your IT team controls which models process your call data.
Why Choose Call-to-Task Automation
70% Less Post-Call Admin Time
AI extracts action items the moment a call ends. Reps skip the notepad-to-Salesforce ritual and move straight to the next conversation.
Complete Follow-Through on Every Commitment
Verbal promises become tracked tasks with owners and due dates. Nothing said on a call falls through the cracks.
CRM Data That Reflects Reality
Every call produces structured activity records tied to the right Account, Opportunity, or Case. Pipeline reviews reference real data instead of memory.
Powerful Capabilities
Auto-Task Creation
AI reads call notes and generates Salesforce Tasks with subjects, descriptions, owners, and due dates. No manual entry required.
Call Transcript Parsing
Process typed summaries, voice transcripts, or meeting recap fields. GPTfy's Data Context Mapping handles any text stored in Salesforce.
Commitment Extraction
The AI identifies discrete promises and action items from conversational language. 'I will send the proposal by Friday' becomes a task due Thursday.
Salesforce Activity Logging
Each extracted task links to the correct Contact, Account, and Opportunity records. Activity history stays complete without reps touching a single field.
Key Takeaways
- AI extracts discrete action items from unstructured call notes or voice transcripts
- Each task auto-populates subject, owner, due date, and related Account or Opportunity
- Prompt Builder defines extraction rules: what counts as an action item per team
- Security Layer masks customer names and contract values before AI processing
- Configurable via Salesforce Flow for automatic or draft-and-review task creation
Frequently Asked Questions
GPTfy processes any text stored in Salesforce fields: typed call summaries, voice transcripts from telephony integrations, meeting recap fields, or custom text fields. If the data is in Salesforce, GPTfy's Data Context Mapping can read it.
The AI parses temporal references in the text (phrases like 'next Thursday,' 'by end of month,' or 'before the board meeting') and calculates specific dates. The Prompt Builder lets admins define default lead times and business day rules for due date calculation.
Yes. The Prompt Builder supports multiple templates. Sales teams can extract opportunity-linked tasks with deal-specific fields, while customer success teams extract renewal-linked tasks with different owners and categories, all from the same call note input.
Both options are supported. GPTfy can create tasks automatically via Salesforce Flow triggers, or generate draft tasks for agent review before creation. The execution model is configurable per prompt template.
GPTfy's Security Layer masks customer names, phone numbers, contract values, and other sensitive details before call note text reaches any AI model. The extracted tasks reference the correct Salesforce records without exposing raw PII to third-party providers. Every execution is logged in a Security Audit Record.
GPTfy installs as a Salesforce managed package in minutes. Configuring the Data Context Mapping to read your call note fields and creating a task extraction template in the Prompt Builder typically takes one to two hours. Most teams are extracting tasks from call notes the same day they install.
See Call-to-Task Automation Live
30 minutes. Watch GPTfy extract structured Salesforce tasks from unstructured call notes, complete with owners, due dates, and record links.
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