Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide
Configured with Filter, Gmail, Google Sheets, Google Sheets Trigger, and additional nodes. Review the connections and setup before adapting this template.
Node categories in this workflow
- Trigger
- Messaging
- Wait
- Web / API
- Data store
- Routing
- AI & models
Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.
Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.
How it works
The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.
| Node | Category | Type | Operation |
|---|---|---|---|
| Detect new lead in Google Sheets | Trigger | Google Sheets Trigger | See node parameters |
| Send SMS reminder to call lead in 5 minutes | Messaging | Twilio | call |
| Wait 5 minutes before making call | Wait | Wait | See node parameters |
| Call new lead using RetellAI | Web / API | HTTP Request | POST |
| Receive inbound call from RetellAI (webhook) | Trigger | Webhook | See node parameters |
| Check if phone number exists in Google Sheets | Data store | Google Sheets | See node parameters |
| Send response to inbound webhook call | Web / API | Respond To Webhook | See node parameters |
| Receive post-call data from RetellAI (webhook) | Trigger | Webhook | See node parameters |
| Filter for analyzed calls only | Routing | Filter | See node parameters |
| Check if call was outbound | Routing | If | See node parameters |
| Update lead record in Google Sheets | Data store | Google Sheets | update |
| Send call summary email | Messaging | Gmail | See node parameters |
| Generate call summary with OpenAI | AI & models | Open Ai | See node parameters |
| Send confirmation email to lead | Messaging | Gmail | See node parameters |
Setup
- Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
- Connect your own credentials through n8n’s credential store. Replace
REPLACE_WITH_*values with your resource identifiers. - Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
- Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.
Requirements
An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.
Credential types declared in the source
gmailOAuth2googleSheetsOAuth2ApigoogleSheetsTriggerOAuth2ApiopenAiApitwilioApi
Workflow notes
✅ General Workflow Explanation
✅ General Workflow Explanation
This workflow automates outbound and inbound lead calls with RetellAI, Google Sheets, OpenAI, and Gmail. It handles:
Scheduling and reminding outbound qualification calls Handling inbound appointment calls Automatically updating records and sending summaries post-call
👉 Dependencies:
Active RetellAI API key Google Sheet set up with lead data Gmail API credentials configured
Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide
Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide
Purpose and structure
This folder contains the Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide workflow. Its executable nodes use filter, gmail, googleSheets, googleSheetsTrigger, httpRequest, if, openAi, respondToWebhook, twilio, wait, webhook. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.
Setup
Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.
Entry points
Detect new lead in Google Sheets, Receive inbound call from RetellAI (webhook), Receive post-call data from RetellAI (webhook)
Verification
Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.
Attribution
https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Wait/1362_Wait_Webhook_Create_Webhook.json MIT; preserve source notices.
Canvas section labels
These name areas of the original canvas; they do not include explanatory instructions.
- Outbound lead qualification call workflow
- Inbound call appointment scheduler workflow
- Post-call workflow