(5/5)

Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide

Automated workflow: Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide. This workflow integrates 13 different services: webhook, stickyNote, httpRequest, filter, wait. It contains 30 nodes and follows best practices for error handling and security.

Integrations Used (5)

Workflow Structure (14 nodes)

100%

Google Sheets Trigger

Detect new lead in Google Sheets

Twilio

Send SMS reminder to call lead in 5 minutes

Wait

Wait 5 minutes before making call

Http Request

Call new lead using RetellAI

Webhook

Receive post-call data from RetellAI (webhook)

Filter

Filter for analyzed calls only

Check if call was outbound

Google Sheets

Update lead record in Google Sheets

No Op

Generate call summary with OpenAI

Gmail

Send call summary email

Gmail

Send confirmation email to lead

Webhook

Receive inbound call from RetellAI (webhook)

Google Sheets

Check if phone number exists in Google Sheets

Respond To Webhook

Send response to inbound webhook call

Node Types:

trigger

default

http

action

logic

Requires credentials

Prerequisites

Required Credentials (5)

Gmail

Used by: Send call summary email, Send confirmation email to lead

Docs

Google Sheets

Used by: Check if phone number exists in Google Sheets, Update lead record in Google Sheets

Docs

Google Sheets Trigger

Used by: Detect new lead in Google Sheets

Docs

OpenAI

Used by: Generate call summary with OpenAI

Docs

Twilio

Used by: Send SMS reminder to call lead in 5 minutes

Docs

Multiple services required

This workflow needs 5 different credentials. Make sure you have accounts for all services before importing.

Complexity

Advanced

Expert level. Custom code, complex logic, many integrations.

Setup time: ~1 hour

Score: 67/100

Conditional Logic

9 Integrations

When to Use This Workflow

Automated Reporting

Automatically collect and organize data into spreadsheets for analysis.

Spend less time on data entry and more time on insights.

Email Automation

Automate email responses, forwarding, or organization based on rules.

Handle routine email tasks automatically and focus on what matters.

Real-time Response

React instantly when events happen - new orders, form submissions, or API calls.

Zero delay between trigger and action for time-sensitive workflows.

workflow.json

{
  "id": "QO4Mg23JvVfNCICy",
  "meta": {
    "instanceId": "workflow-8ac7d4ad",
    "versionId": "1.0.0",
    "createdAt": "2025-09-29T07:07:59.228758",
    "updatedAt": "2025-09-29T07:07:59.228773",
    "owner": "n8n-user",
    "license": "MIT",
    "category": "automation",
    "status": "active",
    "priority": "high",
    "environment": "production"
  },
  "name": "Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide",
  "tags": [
    "automation",
    "n8n",
    "production-ready",
    "excellent",
...