Automated lead qualification process from Google Sheets to RetellAI

• Automate outbound lead qualification calls using Google Sheets and RetellAI.
• Send timely SMS reminders to sales representatives for follow-up calls.
• Manage inbound appointment calls and check lead existence in Google Sheets.
• Generate call summaries and send email notifications post-call.

Detects new leads added to Google Sheets. Sends SMS reminders to sales representatives for follow-up. Waits for a specified time before making outbound calls. Handles inbound calls and checks if the phone number exists in the database. Generates call summaries using OpenAI and sends email notifications.

1. 1
   Import the workflow template into n8n.
2. 2
   Connect your Google Sheets, Twilio, Gmail, and OpenAI accounts.
3. 3
   Configure the Google Sheets trigger to monitor the correct sheet.
4. 4
   Set up the Twilio SMS parameters with your phone number.
5. 5
   Test the workflow to ensure all connections and actions are functioning correctly.