Create a phone agent to qualify outbound leads and inbound calls using -
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.Receive incoming call through Twilio and route to OpenAI model for intelligent lead qualification
- 2.Process call responses and filter prospects based on predefined qualification criteria
- 3.Store prospect data and qualification scores in Google Sheets for tracking
- 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
Details
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (18)
Sticky Note
Sticky Note
Sticky Note4
Sticky Note
Sticky Note2
Sticky Note
Detect new lead in Google Sheets
Google Sheets Trigger
Send SMS reminder to call lead in 5 minutes
Set
Wait 5 minutes before making call
Wait
Call new lead using RetellAI
HTTP Request
Receive inbound call from RetellAI (webhook)
Webhook
Check if phone number exists in Google Sheets
Google Sheets
Send response to inbound webhook call
Webhook
Receive post-call data from RetellAI (webhook)
Webhook
Filter for analyzed calls only
Filter
Check if call was outbound
If
Update lead record in Google Sheets
Google Sheets
Send call summary email
Gmail
Generate call summary with OpenAI
OpenAI
Send confirmation email to lead
Gmail
Sticky Note1
Sticky Note