SERVICE OPERATIONS

From customer call to validated service order.

A service business needed phone requests to become structured operational records without manual listening, copying, and retyping before an ERP handoff.

Call transcriptionTopic signalsAI extractionService validationERP handoffManual review paths
THE WORKFLOW

Turn unstructured calls into controlled service records.

The workflow receives recorded calls from the phone system, stores the audio, sends it for transcription, analyzes the Estonian transcript and call signals, checks whether the call is a valid service request, looks up the customer, and prepares the service order handoff.

SYSTEMS

Connected stack

  • n8n workflow orchestration
  • Phone-system webhook and call metadata
  • Audio storage and AssemblyAI transcription
  • OpenAI extraction from Estonian transcripts
  • Bevira service order API
  • Navision / Business Central context
  • Logs, status updates, and exception notifications
01 TriggerRecorded call

Caller and call ID enter the n8n workflow.

02 TranscribeAssemblyAI

Audio becomes usable transcript text.

03 ExtractService request

Customer, address, work type, payment, and notes are parsed.

04 MatchCustomer lookup

Existing customer and service context are checked.

05 HandoffOrder payload

Clean records continue; uncertain calls go to review.

BUSINESS PROBLEM

Calls contained the work, but not in a usable format.

Service requests arrived as speech, often with customer details, location, work description, payment information, and timing mixed inside the conversation. Before operations could act, someone had to listen and restructure the call.

DELIVERY

Two-stage intake and order preparation.

The build separated call acquisition from order creation: first capture and transcribe the recording, then analyze the transcript, identify the service request, check customer context, prepare the service order payload, and notify the team with the useful transcript context.

GOVERNANCE

No blind handoff for risky records.

New customers, ambiguous matches, unsupported service types, duplicate-risk situations, missing fields, transcript quality issues, and API errors can be routed to review instead of silently creating bad operational data.

OUTCOME

Cleaner preparation before the system of record.

The operational value is less retyping, clearer exceptions, separate valid and invalid request logs, and a more repeatable path from customer request to service order preparation.

NEXT STEP

Have call, inbox, or field-service intake work like this?

Start with a remote automation audit and map the first workflow worth implementing.

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