Field intelligence, from observation to action

FieldNote AI is a mobile tool for frontline workers to capture geo-tagged observations, record video, take photos and log voice notes. All inputs are automatically triaged and routed to the appropriate team, turning field observations into structured Salesforce case records with automated follow-up workflows.

Frontline workers see things that matter, but capturing and routing those observations is slow, manual and often lost. FieldNote AI turns every field interaction into structured, actionable data inside Salesforce, with AI transcription, geo-tagging and automated triage.

From field capture to Salesforce action

FIELD CAPTURE Voice notes Photos Video GPS location AI PROCESSING Transcription Classification Geo-tagging Triage and routing SALESFORCE Case records Team routing Automated follow-up REAL-WORLD EXAMPLE Bin crew flags uncollected waste AI detects potential social care concern Case routed to safeguarding team Field capture AI processing Salesforce output Automated flow

Capture modes

Voice notes

Quick audio recordings transcribed automatically by AI. Structured data extracted from spoken observations without manual typing.

Photo capture

Geo-tagged, timestamped photos attached to case records with AI-generated descriptions and categorisation.

Video recording

Short video clips for visual evidence, automatically compressed and linked to the relevant Salesforce record.

GPS location

Every capture is automatically geo-tagged with precise location data, creating an auditable trail of field activity.

Why FieldNote AI

Real-world impact

Bin crews flagging uncollected waste as potential social care concerns. Routine field observations becoming safeguarding intelligence. Real problems caught early.

Siri and Agentforce

Progressing to Siri integration via Agentforce, connecting voice-first field capture to the core Salesforce platform for hands-free operation.

No additional devices

Built on Salesforce Mobile Publisher. Works on the devices your teams already carry. No specialist hardware, no additional apps.

Technology stack

Salesforce Mobile Publisher Agentforce Siri integration AI transcription Geo-tagging GPS services

Ready to turn field observations into action?

Let's connect your frontline teams to Salesforce with intelligent mobile capture.

Talk to us