Call new leads automatically and qualify them with AI

Automatically calls new leads, analyzes the conversation, and updates your records with the results.

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["prepare personalized opener"]:::task s1["AI voice call qualifies lead"]:::svc s2["update lead record"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"× how did the call go"}:::gate s2 --> gx p00["send positive follow-up email"]:::task gx -->|"qualified lead"| p00 p10["send different follow-up email"]:::task gx -->|"unqualified lead"| p10 p00 --> out p10 --> out out[/"updated lead record with follow-up sent"/]:::out pay{{"faster lead qualification without manual calls"}}:::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 itA stepAn outside serviceOne path onlyResultPayoff
Build size
Advanced

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

Business functions
Voice & PhoneLead Generation & ProspectingEmail AutomationImage & Media ProcessingSpreadsheet & Database OpsAPI & Webhook Integration
Connects
Google SheetsGmailOpenAITwilioElevenLabs

The problem it solves

New leads come in and someone has to call them, ask qualifying questions, and update your records before anyone forgets to follow up. That manual outreach is slow and inconsistent, and hot leads can go cold while they wait.

Who it fits

Sales or customer success teams who want new leads called and qualified without manual outreach.

How it works

  1. A new lead is added to your spreadsheet.
  2. The system pulls the lead's details and prepares a personalized opener.
  3. An AI voice agent calls the lead and has the qualifying conversation.
  4. The call is analyzed and the lead record is updated with the results.
  5. A follow-up email is sent based on how the call went.
What you get

Leads who get a call before you even pick up the phone

You get every new lead called, qualified, and logged automatically, with a tailored follow-up email sent based on the conversation.

What you get

An updated lead record and an automatic follow-up email.

What you need

A Google Workspace account, an OpenAI API key, and phone calling accounts with Twilio and ElevenLabs.

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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