Skip to content
FlowHubFluxonLab
Gmail
AI Automationfree

Automate Lead Qualification with RetellAI Phone Agent, OpenAI GPT & Google Sheet

by Dr. Firasadapted from n8n official workflow galleryUpdated Aug 2026
RequiresGmailGmailGoogle SheetsGoogle SheetsHTTP RequestHTTP RequestOpenAITwilioTwilio
Share Post Share
GSDetect new lead in Google SheetsDetect new lead…Send SMS reminder to call lead in 5 minutesSend SMS remind…WaWait 5 minutes before making callWait 5 minutes …HRCall new lead using RetellAICall new lead u…WeReceive inbound call from RetellAI (webhook)Receive inbound…Check if phone number exists in Google SheetsCheck if phone …RTSend response to inbound webhook callSend response t…WeReceive post-call data from RetellAI (webhook)Receive post-ca…FiFilter for analyzed calls onlyFilter for anal…IfCheck if call was outboundCheck if call w…Update lead record in Google SheetsUpdate lead rec…Send call summary emailSend call summa…Generate call summary with OpenAIGenerate call s…Send confirmation email to leadSend confirmati…123
1/5
FLOWS
STEPS · 3
Starts on a Google Sheets event

👉 Build a Phone Agent to qualify outbound leads and schedule inbound calls Who is this for? This workflow is designed for sales teams, call centers, and businesses handling both outbound and inbound lead calls who want to automate their qualification, follow-up, and call documentation process without manual intervention. It’s ideal for teams using Google Sheets, RetellAI, OpenAI, and Gmail as part of their tech stack. Real-World Use Cases 🛍 E-commerce – Instantly handle product FAQs and order status checks, 24/7. 🏬 Retail Stores – Share store hours, directions, and return policies without lifting a finger. 🍽 Restaurants – Take reservations or answer menu questions automatically. 💼 Service Providers – Book appointments or consultations while you focus on your craft. 📞 Any Local Business – Deliver friendly, consistent phone support — no live agent required. What problem is this workflow solving? Managing lead calls at scale can be chaotic—between scheduling outbound qualification calls, handling inbound appointment requests, and making sure every call is documented and followed up.

Tags

n8nreference-onlygmailgoogle-sheetsopen-aitwilio
Connects
gmailGmailsheetsGoogle SheetsWHTTP RequestOpenAItwilioTwilio
CategoryAI Automation
Triggermanual
Complexitycomplex
Nodes14
AddedMay 6, 2025

Related workflows

See all AI Automation
airtableCsheetsW
free

Route insurance quote leads with OpenAI, Airtable, Sheets, Teams, Slack and Twilio

Quick overview This workflow receives insurance quote submissions via a webhook, normalizes and deduplicates them against Airtable and/or Google Sheets, uses OpenAI to score and classify the lead, then routes hot/warm leads to Microsoft Teams and/or Slack (plus Twilio SMS for hot leads) and logs the quote. How it works Receives an insurance quote request through a webhook endpoint. Applies configurable settings (log destination, notification channels, thresholds) and normalizes the incoming form payload into a standard quote format. Checks Airtable and/or Google Sheets for recent matching email/phone/hash entries to detect duplicate submissions. If the quote is new and has contact details, sends the quote data to OpenAI to generate a lead score, priority, underwriting flags, missing info, and recommended next steps. Routes the quote as hot, warm, or cold based on the score/priority and prepares formatted alert messages for Microsoft Teams and Slack. Posts hot/warm alerts to Microsoft Teams and/or Slack, and sends a Twilio SMS to an agent for hot leads. Creates a quote log record in Airtable and/or appends a row to Google Sheets, then returns a JSON response with logging and notific

by Precision Tech
Cgmailsheets
free

Qualify voicemail leads with Twilio, Google Gemini, Gmail and Google Sheets

Quick overview When a buyer or seller leaves a voicemail, this workflow transcribes it automatically, qualifies their intent using Gemini AI, sends an instant SMS acknowledgment, and alerts the agent for Hot leads — turning every missed call into a qualified lead within seconds. How it works Receives a POST webhook from Twilio when a voicemail recording and transcription are completed. Validates the voicemail by checking that the recording is completed, the transcription is completed, and the call duration is longer than 5 seconds. Extracts the transcript, caller phone number, call SID, duration, and recording URL, then sends the transcript to Google Gemini to return structured lead details, a Hot/Warm/Cold score, and draft SMS/email replies. Parses and sanitizes the Gemini JSON output, applies fallbacks if parsing fails, optionally appends a Google Calendar booking link for Hot leads, and builds an agent-ready HTML summary including the transcript and recording link. Sends an acknowledgment SMS to the caller via Twilio, and sends an acknowledgment email via Gmail only when a caller email address is available. Appends the lead details, transcript, and messaging status to a Google S

by Hassan
Cgmailgoogledrive
free

Extract and validate invoice data from Google Drive using OCR.Space, Gemini, and Google Sheets

Quick overview This workflow monitors a Google Drive folder for newly uploaded invoice files, extracts text with OCR.Space, uses Google Gemini to convert the OCR text into structured invoice fields, validates required values, then stores results in Google Sheets and sends Gmail notifications for success or manual review. How it works Triggers when a new file is created in a specified Google Drive folder. Downloads the uploaded invoice file from Google Drive and checks that the MIME type is PDF, JPG, JPEG, or PNG. Sends the file to the OCR.Space API to extract the invoice text and stops if OCR reports a processing error. Uses Google Gemini to convert the OCR text into structured JSON containing supplier, invoice metadata, amounts, currency, and line items. Validates and normalizes the extracted fields, flags missing required values, and marks the record for manual review when needed. If manual review is required, sends a Gmail alert listing missing fields; otherwise, appends key invoice fields to Google Sheets and sends a Gmail confirmation email. Setup Connect Google Drive OAuth2 credentials and set the folder ID to watch for invoice uploads. Provide an OCR.Space API key and ensure

by WeblineIndia