Automatically call new leads as soon as they hit your spreadsheet

Adds a new lead to your sheet and an AI voice agent calls them instantly, then marks them as contacted.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new lead added to sheet"]:::trig s0["check lead not already called"]:::task s1["call lead with ai voice agent"]:::svc s2[("mark lead as contacted")]:::store trig --> s0 s1 --> s2 gx{"× lead already contacted"}:::gate s0 --> gx p00["skip lead"]:::task gx -->|"already called"| p00 p10["call lead"]:::task gx -->|"new lead"| p10 p11["update sheet"]:::task p10 --> p11 p00 --> s1 p11 --> s1 out[/"lead called and sheet updated"/]:::out pay{{"faster response with no duplicate calls"}}:::pay s2 --> 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 sheetOne path onlyResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Voice & PhoneSpreadsheet & Database Ops
Connects
Google SheetsRetell AI

The problem it solves

Leads sit untouched while you or your team try to find time to make outbound calls. Every hour that passes before you call a lead lowers your odds of reaching them, and it's easy to lose track of who has been contacted already.

Who it fits

A sales or service business that generates leads and needs fast, consistent phone outreach.

How it works

  1. A new lead is added to a Google Sheet
  2. The system checks the lead hasn't already been called
  3. An AI voice agent calls the lead automatically, using their name in the conversation
  4. The sheet is updated to show the lead has been called
What you get

New leads called right after they arrive

Every new lead gets a phone call from an AI voice agent right away, using their name, and your sheet updates automatically once they've been reached.

What you get

An updated spreadsheet showing which leads have been called, with no lead contacted twice.

What you need

A Google Workspace account and a Retell AI account for the phone calls.

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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