# Automate lead qualification with RetellAI Phone Agent: n8n workflow > Started by another system calling it, and works across Gmail, Google Sheets and Twilio. It hands the judgement calls to OpenAI. Source: https://millionrounds.com/workflow/automate-lead-qualification-with-retellai-phone-agent (Millionrounds; every figure on the page links to its filing or article) [Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library) # 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. Medium Calls a model: OpenAI [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-lead-qualification-with-retellai-phone-agent) **14 steps** Medium: a working afternoon **1** Branch: places the flow splits **1** Loop or waits **3** Services it connects to ## The flow Starts it 4 Model 1 Logic 3 Service 6 The steps in the order they run, from what starts it. - 1 **Detect new lead in Google Sheets** Google Sheets trigger *Starts it* - 2 **Receive inbound call from RetellAI (webhook)** Webhook *Starts it* - 3 **Receive post-call data from RetellAI (webhook)** Webhook *Starts it* - 4 **Send SMS reminder to call lead in 5 minutes** Twilio *Service* - 5 **Check if phone number exists in Google Sheets** Google Sheets *Service* - 6 **Filter for analyzed calls only** Filter *Logic* - 7 **Wait 5 minutes before making call** Wait *Logic* - 8 **Send response to inbound webhook call** Respond To Webhook *Starts it* - 9 **Check if call was outbound** If *Logic* - 10 **Call new lead using RetellAI** Http Request *Service* - 11 **Update lead record in Google Sheets** Google Sheets *Service* - 12 **Generate call summary with OpenAI** Open Ai *Model* - 13 **Send call summary email** Gmail *Service* - 14 **Send confirmation email to lead** Gmail *Service* ## 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. ## Run it in n8n - **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n) - **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fautomate-lead-qualification-with-retellai-phone-agent) - **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts. Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind. ## Connects to Each opens the other workflows that use it. [Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Twilio](https://millionrounds.com/workflows?service=Twilio#library) ## Workflows like it Also lead generation, with the same services where possible, closest in size first. - [**AI multi-channel lead alerts with ManyReach and Sheets** 14 steps · calls a model · Google Sheets, HubSpot](https://millionrounds.com/workflow/ai-multi-channel-lead-alerts-with-manyreach-and-sheets) - [**AI sales assistant with OpenAI and Claude** 14 steps · calls a model · Gmail, Google Calendar](https://millionrounds.com/workflow/ai-sales-assistant-with-openai-and-claude) - [**Automate HubSpot lead status update with OpenAI and Gmail** 14 steps · calls a model · Gmail, HubSpot](https://millionrounds.com/workflow/automate-hubspot-lead-status-update-with-openai-and-gmail) - [**Automate business card management with LINE and Google Sheets** 14 steps · calls a model · Gmail, Google Drive](https://millionrounds.com/workflow/automate-business-card-management-with-line-and-google-sheet) - [**Automate email tracking & generate pixel for lead nurturing** 14 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/automate-email-tracking-and-generate-pixel-for-lead-nurturin) - [**Automate hyper-personalized outreach at scale with Bright Data** 14 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/automate-hyper-personalized-outreach-at-scale-with-bright-da)