Enhancing Audio Transcription Services with Salesforce, AWS Integration and AI tools
Salesforce AWS Audio Transcription Automation with AI — TrueSolv Home›Case Studies›Salesforce + AWS AI Transcription Transcription Services🇺🇸 USAExperience CloudAWS · Whisper AI · ChatGPT Audio Transcription Automationwith Salesforce, AWS & AI A US transcription and translation service provider needed to automate audio file handling, transcription, and formatted document delivery. TrueSolv built secure self-service portals on Salesforce Experience Cloud with AWS S3, Lambda, and Whisper AI — eliminating manual intervention and cutting turnaround times significantly. IndustryTranscription & Translation PlatformExperience Cloud + Amazon AWS CountryUnited States TypeCustom Development End-to-end automated — upload to formatted Word docSalesforce Experience Cloud · AWS S3 · Whisper AI 0 manualManual steps in the transcription workflowPreviously: manager intervention at every stage 2 portalsCustom self-service portals built on Experience CloudCustomer Portal + Transcriptionist Portal ↓ TATTurnaround time reduced significantlyAutomated S3 upload → Lambda → Whisper AI → DOCX ∞ scaleScalable AWS S3 storage — no volume ceilingCompliant, secure, modular architecture Contents 01The Challenge 02Our Solution 03Client Testimonial 04Results 05Technologies 06Work With Us Need to automate a complex document or media workflow on Salesforce? See Custom Development 01 — Challenge Fragmented workflows, manual manager intervention at every step A US-based transcription and translation service provider needed a robust system to manage audio files, transcription, and translation services efficiently. Existing workflows were fragmented, requiring manual intervention by managers and lacking centralised data management. Audio File Storage and Access: No secure, scalable way to store large volumes of audio files and make them accessible for processing and transcription. Complex Permissions: Managing configurations and user permissions across different systems for customers, transcriptionists, and managers. Manual Transcription and Formatting: Transcribing audio and formatting outputs into editable Word documents required significant manual effort at every step. Integration Complexity: No seamless flow of data between storage, transcription tools, and Salesforce — each step was a manual handoff. 02 — Solution End-to-end automated pipeline: upload → transcribe → formatted document TrueSolv built a scalable, automated solution combining Salesforce Experience Cloud with Amazon AWS integration — two custom self-service portals, an AI transcription pipeline, and centralised configuration management. Customer Portal built on Salesforce Experience Cloud — audio upload, transcription status, and formatted document download in one interface. 1Salesforce Experience Cloud PortalsCustomer Portal + Transcriptionist Portal — built on Experience Cloud Developed two comprehensive web portals: a Customer Portal for uploading audio files and downloading completed transcriptions, and a Transcriptionist Portal for managing assigned work. Custom CSS and Tailwind CSS deliver responsive, branded interfaces. Salesforce Custom Metadata manages AWS credentials and portal configurations dynamically. 2Amazon AWS Integration — S3 and LambdaSecure scalable storage with Apex-triggered transcription Audio files are securely uploaded to and retrieved from an AWS S3 bucket — scalable, reliable, compliant storage. An Apex-triggered button requests transcription via an AWS Lambda function, initiating the automated processing pipeline. 3Whisper AI Transcription + ChatGPT FormattingAutomated transcription → clean formatted Word document AWS handles audio file processing, with Whisper AI performing transcription and ChatGPT and JavaScript libraries producing clean, formatted Word documents on the AWS side. Completed documents sync automatically to Salesforce and both portals for immediate access. 4Command Bar Navigation and Workflow IntegrationEfficient pre-configured navigation flows within the portal A dynamic Command Bar loaded through the Customer Portal enables efficient navigation and integration of pre-configured workflows — allowing users to move through the system without training overhead. “Every transcription job used to require a manager to move files, check assignments, and chase up formatting. Now the whole pipeline runs automatically — the team just handles exceptions.“ Before TrueSolv, our workflow was held together by email threads and shared folders. Audio came in, a manager had to download it, assign it, chase the transcriptionist, then reformat the output before sending it back. TrueSolv automated the entire process — upload, assign, transcribe, format, deliver. Our turnaround times dropped and our operations team can now focus on quality rather than logistics. The AWS and Whisper AI integration was exactly what we needed. TMThomas M.Operations Director · US Transcription Service 04 — Results Manual effort eliminated, turnaround times reduced, team freed for quality work Fully Automated PipelineSelf-service portals and automated transcription/formatting eliminated all manual handoffs — turnaround times dropped, team focus shifted to higher-value work. Secure, Scalable StorageAWS S3 integration ensures reliable and compliant audio file storage with seamless access for transcription — no volume ceiling. Centralised ConfigurationSalesforce Custom Metadata and Settings streamlined the administration of user permissions, workflows, and AWS credentials — one place, no fragmentation. Future-Ready ArchitectureThe scalable and modular design enables easy adoption of additional integrations and features — built to grow with the business. 05 — Technologies Built with Salesforce Experience Cloud Amazon S3 AWS Lambda Apex & LWC Whisper AI ChatGPT Tailwind CSS REST API Command Bar For Service Businesses with Complex Document Workflows Still moving files by handand chasing transcripts by email? If your workflow involves audio, documents, or media moving through multiple manual steps, we’ll automate it on Salesforce with AWS — secure storage, AI processing, and formatted delivery, end to end. Custom Experience Cloud portals AWS S3 secure storage integration AI-powered processing (Whisper, ChatGPT) Automated document generation Apex + Lambda workflow automation Scalable, modular architecture Book a Free Consultation See Custom Development Other Case Studies Martech SaaS · UAE PLG Funnel Tracked End-to-End in Salesforce Trial signup → activation → expansion tracked in one Salesforce dashboard. Live in 3 weeks. 3 wksFirst dashboard+55%Trial conversion1 srcOf truthPackage: Growth → Financial Services · USA Banking Support with Financial Services Cloud & Einstein AI 24/7 Einstein chatbot, smart case routing, and Next Best Action for a regional US bank. 1/3Automated24/7Coverage+33%CSATCustom engagement → Technology · USA User Management with a Custom AppExchange Package Automated user permissions for 1,000+ users. Passed Salesforce Security Review. 1,000+Users managed0Config errors✓ ISVSecurity ReviewPackage: Scale → All Case Studies → Learn More In Blog Insights, how-to’s and Salesforce best practices from the TrueSolv team Articles Zero Copy Data Strategy For Salesforce Leaders Your data pipeline costs are high because duplication is still the default. DKDilyara Kolesnikova25 March 2026 How to’s How to Upload
