Case Study
JBIT - VoicemAIte: Voice-to-CRM Automation Using AWS Bedrock
JBIT’s sales engineers were losing 30–40% of meeting information and spending two to three hours each week manually creating CRM follow-up tasks. Cloudar built VoicemAIte, a serverless voice-to-CRM workflow that lets users record notes from a mobile web app. Audio is stored in Amazon S3, transcribed through AssemblyAI, enhanced and structured by Claude models through Amazon Bedrock, and automatically converted into Zoho CRM tasks containing titles, descriptions, priorities, and due dates. Lambda orchestrates the workflow, while Cognito, Secrets Manager, SQS, CloudFront, and CloudWatch provide authentication, security, reliability, and monitoring. Task entry fell from 10–15 minutes to about 90 seconds, manual effort dropped 85–90%, uptime reached 99.8%, and first-year ROI is estimated at 40
