Automation library · Lead generation

Automate lead qualification with RetellAI Phone Agent

Started by another system calling it, and works across Gmail, Google Sheets and Twilio. It hands the judgement calls to OpenAI. 14 steps, 1 branch, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

14 stepsMedium: a working afternoon
1Branch: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 4Model 1Logic 3Service 6

The steps in the order they run, from what starts it.

  1. 1Detect new lead in Google SheetsGoogle Sheets triggerStarts it
  2. 2Receive inbound call from RetellAI (webhook)WebhookStarts it
  3. 3Receive post-call data from RetellAI (webhook)WebhookStarts it
  4. 4Send SMS reminder to call lead in 5 minutesTwilioService
  5. 5Check if phone number exists in Google SheetsGoogle SheetsService
  6. 6Filter for analyzed calls onlyFilterLogic
  7. 7Wait 5 minutes before making callWaitLogic
  8. 8Send response to inbound webhook callRespond To WebhookStarts it
  9. 9Check if call was outboundIfLogic
  10. 10Call new lead using RetellAIHttp RequestService
  11. 11Update lead record in Google SheetsGoogle SheetsService
  12. 12Generate call summary with OpenAIOpen AiModel
  13. 13Send call summary emailGmailService
  14. 14Send confirmation email to leadGmailService

How it's built

Starts on
Another system calling it
Steps
14, with 1 branch, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Twilio
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Twilio accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 14 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.