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Using Speech to Text when working in Pipeliner
Using Speech to Text when working in Pipeliner

Using Speech to Text, you can write emails, notes or update any rich text-enabled field in Pipeliner simply by speaking!

Updated over a week ago


Our latest productivity enhancement allows you to use Speech to Text to compose emails, write activity and meeting notes and add information to all rich text fields in Pipeliner. No more typing in visit reports or notes on conversations, simply use Speech to Text to add the information for you!

Each user is limited to 100 minutes per day and will be alerted when they are reaching that threshold. We’re using the Amazon Transcribe service to allow us to stream the user’s voice and display the recognized text in real-time

How to use Speech to Text

This feature is enabled for all customers by default so you just need to select your default device and preferred language to get started.

Click into any rich text field in Pipeliner and then click on the microphone that will display on the editing menu at the bottom of the field ⤵

Preferred Language

Click on the microphone and then on the displayed language name to choose from supported languages. Select your preferred language ⤵

NOTE: we support all languages supported by Amazon Transcribe. This link has more details

Input Device

Click on the Input Settings button to select your preferred device. Your machine's default device will be pre-selected ⤵

You can change this to another supported device by selecting from the list of available devices ⤵

Recording your input

When you're ready, click the Record symbol and start speaking. To end your input, click again on the Record symbol. Edit your notes if necessary (no transcription is perfect!) and then click Save.

Where can I use Speech to Text?

Activity (Meeting and Task) Notes

As long as your Admins have enabled the default "Description" field in Activities to support rich text, you'll be able to dictate your meeting notes (for call or visit reports, for example) and your notes from all conversations directly to the Activity ⤵

Writing Emails

Click on Create Email to start a standard email and then click on the microphone and record your email content directly. If it's not exactly right, remember you can use our AI Email Assistant to finish it off perfectly for you!

NOTE: Speech to Text also works in Email Templates, Mass Emails, Automatizer Emails and Email Sequence Emails.

Long Text Fields

If your Admins have enabled rich text for Long Text fields - e.g. Comments on Accounts/Contacts or Description on Opportunities/Leads - you'll be able to add information using Speech to Text ⤵


If you use the Notes tab, you can Create a new Note and then transcribe your Notes directly ⤵


I'm in a Pipeliner trial but don't see the Speech to Text option, why not?

Please note that our Speech to Text feature is not available in Pipeliner trials but you can look forward to using it when you become a customer.

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