Call new leads automatically, log results, and book meetings

An AI voice agent calls new leads from your spreadsheet, logs what happened, and books follow-up meetings automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig[\"new lead added to sheet"\]:::trigdata s0["AI agent calls the lead"]:::svc s1[("log call outcome to sheet")]:::store trig --> s0 s0 --> s1 gx{"× does the lead want a meeting"}:::gate s1 --> gx p00["book calendar event"]:::task gx -->|"wants meeting"| p00 p10["no further action"]:::task gx -->|"no meeting requested"| p10 p00 --> out p10 --> out out[/"lead called with logged results"/]:::out pay{{"faster follow up without manual calling"}}:::pay 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 itAn outside serviceA record or sheetOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Voice & PhoneSpreadsheet & Database OpsAPI & Webhook IntegrationScheduling & Calendar
Connects
VAPIGoogle SheetsGoogle Calendar
Featured in

The problem it solves

Every new lead sits in a spreadsheet until someone finds time to pick up the phone, and by then the moment has often passed. When calls do happen, notes get scribbled down inconsistently or forgotten, and booking the follow-up meeting is one more manual step nobody has time for.

Who it fits

A real estate team, local service business, or sales-focused agency that handles a steady stream of inbound leads.

How it works

  1. A new lead appears in your spreadsheet
  2. An AI voice agent calls the lead directly
  3. The call outcome, notes, and next steps are written back to the spreadsheet
  4. If the lead wants to book a time, a calendar event is created automatically
What you get

Leads reached the moment they come in

You get every new lead called automatically with the outcome logged and a follow-up meeting booked when they're interested.

What you get

An updated lead record with call notes and, when requested, a booked calendar appointment.

What you need

A Google Workspace account and a VAPI voice-calling account with a connected phone 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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