AI Agents

Create a phone agent to qualify outbound leads and inbound calls using -

18 nodes 227 130 Automatic trigger
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Workflow Description

An intelligent phone agent that handles inbound and outbound calls, automatically qualifies leads using AI conversation analysis, stores qualified data in spreadsheets, and sends detailed reports to your team via email.

How it works

  1. 1.Receive incoming call through Twilio and route to OpenAI model for intelligent lead qualification
  2. 2.Process call responses and filter prospects based on predefined qualification criteria
  3. 3.Store prospect data and qualification scores in Google Sheets for tracking
  4. 4.Send qualification reports and summaries to team via Gmail notifications

Use cases

  • Automatically qualify outbound leads from bulk email lists without manual review
  • Handle inbound inquiries with intelligent responses and automatic prospect classification
  • Generate daily reports on lead quality metrics and conversion potential

Requirements

  • Active Twilio account with configured phone numbers and call routing
  • OpenAI API key for natural language conversation processing
  • Google Sheets document with columns for contacts, scores, and qualification status

Service Value

Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.

Apps Used

Google Sheets Twilio Gmail OpenAI

Details

Trigger Automatic trigger
Nodes 18
Apps 4
Views 227
Downloads 130

How to Use

  1. 1.Click "Download Template"
  2. 2.Open your n8n dashboard
  3. 3.Go to Workflows > Import from File
  4. 4.Select downloaded file and configure credentials

Nodes Used (18)

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Sticky Note

Sticky Note

#1

Sticky Note4

Sticky Note

#2

Sticky Note2

Sticky Note

#3

Detect new lead in Google Sheets

Google Sheets Trigger

#4

Send SMS reminder to call lead in 5 minutes

Set

#5

Wait 5 minutes before making call

Wait

#6

Call new lead using RetellAI

HTTP Request

#7

Receive inbound call from RetellAI (webhook)

Webhook

#8

Check if phone number exists in Google Sheets

Google Sheets

#9

Send response to inbound webhook call

Webhook

#10

Receive post-call data from RetellAI (webhook)

Webhook

#11

Filter for analyzed calls only

Filter

#12

Check if call was outbound

If

#13

Update lead record in Google Sheets

Google Sheets

#14

Send call summary email

Gmail

#15

Generate call summary with OpenAI

OpenAI

#16

Send confirmation email to lead

Gmail

#17

Sticky Note1

Sticky Note

#18