Automatically call new leads with an AI voice agent

New leads in your spreadsheet get called by an AI voice agent during business hours, with the transcript logged back.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig[\"new lead row appears"\]:::trigdata s0["normalize phone number and timezone"]:::task s1["wait until business hours"]:::task s2["place ai voice call"]:::svc s3[("update spreadsheet with outcome")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"call completed and logged"/]:::out pay{{"leads reached quickly"}}:::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 serviceA record or sheetResultPayoff
Build size
Advanced

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

Business functions
Voice & PhoneLead Generation & ProspectingImage & Media ProcessingSpreadsheet & Database OpsSurvey & Feedback
Connects
RetellGoogle Sheets

The problem it solves

Calling every new lead promptly is hard to keep up with, especially across different time zones, and reps can only make so many calls a day. Leads that don't get called quickly often go cold.

Who it fits

Sales or outreach teams doing appointment setting, lead qualification, or follow-up calls at volume.

How it works

  1. A new lead row appears in your spreadsheet
  2. The system cleans up their phone number and figures out their local time zone
  3. It waits until it's business hours for that lead before calling
  4. An AI voice agent places the call and has the conversation
  5. It updates the spreadsheet with the call status, summary, transcript, and sentiment
What you get

New leads reached before they go cold

New leads get a phone call from an AI agent during business hours, with the conversation logged for you.

What you get

A completed call to each new lead and an updated spreadsheet row with the transcript and summary.

What you need

A Retell AI account with a phone number and voice agent, plus a Google Sheets account.

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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