Automated Dialpad Voicemail Transcript Handoff
Every hour, WebRun checks Dialpad for new voicemails, reads each transcript to work out who it is for, opens a Trello card with the transcript and caller details, and notifies the assigned rep in Microsoft Teams so the handoff is never missed.
How do I make sure new Dialpad voicemails get handed off?
WebRun checks Dialpad every hour for new voicemails, reads the transcript to work out who it belongs to, opens a Trello card with the transcript and caller number, and notifies the assigned rep in Microsoft Teams, so no voicemail waits for someone to happen to check the inbox.
- Voicemails are transcribed and assigned within the hour
- Reps get a Teams ping instead of checking a voicemail inbox
- Unassigned voicemails stay visible until someone claims them
Built for sales teams · support teams · remote teams · office managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
dialpad.com/appin a real browser with your saved login - no setup, no API keys. -
1
Dialpad - read new voicemail transcripts
dialpad.com
WebRun opens Dialpad to read new voicemail transcripts. - Open Dialpad and list voicemails received in the last hour
- Read the transcript for each one
- Work out which line or rep the voicemail is meant for
Done when Every new voicemail is transcribed and matched to an owner.
-
2
Trello - create a follow up card
trello.com
WebRun opens Trello to create a follow up card. - Add a card to the Voicemail Follow Up board
- Paste in the transcript and the caller number
- Assign the card to the matching rep
Done when Every new voicemail has an owned card with its transcript.
-
3
Microsoft Teams - notify the assigned rep
microsoft.com
WebRun opens Microsoft Teams to notify the assigned rep. - Post a message to the rep in Microsoft Teams
- Include a one line summary of the voicemail
- Link to the Trello card for the full transcript
Done when The assigned rep has been notified in Teams with a card link.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun call the person back?
No. It only transcribes the voicemail that already arrived and hands it off internally. Any callback is placed by the rep.
How does it know which rep a voicemail is for?
From the line or extension the voicemail came in on in Dialpad, matched against the rep assigned to that line.
What if a voicemail is for a line with no assigned rep?
The Trello card is still created and tagged unassigned, so it is visible in the follow up list until a manager assigns it.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.