Qualify leads and schedule calls with an AI phone agent

An AI phone agent calls new leads, answers inbound calls, and emails you a summary after every call.

How the work actually flows

It branches. Exactly one path is taken; runs once per one per call.

Pattern: Exclusive Choice (4) · Simple Merge (5) · Multiple Instances without Synchronization (12)

flowchart TD trig>"new lead or inbound call"]:::trig s0["Identify call type"]:::task s1[["AI conducts the call"]]:::mi s2[("Record outcome and update sheet")]:::store s3["Email call summary"]:::svc trig --> s0 s1 --> s2 s2 --> s3 gx{"× outbound lead or inbound caller"}:::gate s0 --> gx p00["Text reminder sent to rep"]:::task gx -->|"Outbound qualification call"| p00 p01["AI places outbound call"]:::task p00 --> p01 p10["Match caller to lead list"]:::task gx -->|"Inbound caller connected"| p10 p11["Connect call automatically"]:::task p10 --> p11 jn{"○ call begins"}:::gate p01 --> jn p11 --> jn jn --> s1 out[/"qualified lead with logged call"/]:::out pay{{"no missed or unqualified calls"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceRuns once per itemA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Voice & PhoneLead Generation & ProspectingE-commerce & ProductEmail AutomationImage & Media ProcessingSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google SheetsRetellAIOpenAITwilioGmail

The problem it solves

Your reps waste time chasing leads who were never a good fit, and inbound callers sometimes reach voicemail or nobody at all. Writing up call notes afterward is another task that keeps getting pushed to the bottom of the list.

Who it fits

A sales team or call center handling both outbound lead qualification and inbound appointment calls.

How it works

  1. A new lead is added to your Google Sheet
  2. The rep gets a text reminder before the AI places an outbound qualification call
  3. Inbound callers are checked against your lead list and connected automatically
  4. The AI phone agent conducts the conversation and records the outcome
  5. You receive an emailed call summary and the sheet is updated automatically
What you get

Leads reached and qualified without a rep dialing

Your leads get called and qualified automatically, and every inbound caller is matched to your records and connected instantly.

What you get

Qualified leads, logged call outcomes, and an emailed summary after each call.

What you need

A Google account, a RetellAI account, an OpenAI API key, and a Twilio number.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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