{ "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", "optimized" ], "nodes": [ { "id": "78f39980-c9f8-49b6-93bb-a1f61d347ac3", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -240, 0 ], "parameters": { "width": 1260, "height": 320, "content": "# Outbound lead qualification call workflow" }, "typeVersion": 1, "notes": "This stickyNote node performs automated tasks as part of the workflow." }, { "id": "661006b9-dac7-4ac0-882a-2e0cba9dbae1", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -240, 360 ], "parameters": { "color": 5, "width": 1260, "height": 320, "content": "# Inbound call appointment scheduler workflow" }, "typeVersion": 1, "notes": "This stickyNote node performs automated tasks as part of the workflow." }, { "id": "96a278b9-8d2e-4f85-9f6a-2997932a7ca4", "name": "Sticky Note2", "type": "n8n-nodes-base.stickyNote", "position": [ 1060, -420 ], "parameters": { "color": 4, "width": 1400, "height": 1100, "content": "# Post-call workflow\n## Triggers when a new lead is added in Google Sheets:\n\n### 1 -Sends SMS to remind rep to call in 5 min\n### 2- (Optional delay step)\n### 3- Triggers RetellAI to place an automated call to the lead\n\n## 💡 Requires phone numbers to be formatted in E.164" }, "typeVersion": 1, "notes": "This stickyNote node performs automated tasks as part of the workflow." }, { "id": "d082f904-f185-4615-b0d8-9438c731786f", "name": "Detect new lead in Google Sheets", "type": "n8n-nodes-base.googleSheetsTrigger", "position": [ -160, 100 ], "parameters": { "event": "rowAdded", "options": {}, "pollTimes": { "item": [ { "mode": "everyHour" } ] }, "sheetName": { "__rl": true, "mode": "id", "value": "=" }, "documentId": { "__rl": true, "mode": "id", "value": "=" } }, "credentials": { "googleSheetsTriggerOAuth2Api": { "id": "pXaVMshaL2QzVDYh", "name": "Google Sheets Trigger account" } }, "typeVersion": 1, "notes": "This googleSheetsTrigger node performs automated tasks as part of the workflow." }, { "id": "c61172c2-7795-47be-acaa-d4824ca69680", "name": "Send SMS reminder to call lead in 5 minutes", "type": "n8n-nodes-base.twilio", "position": [ 140, 100 ], "parameters": { "to": "={{ $json['Phone Number'] }}", "from": "+33600000000", "message": "Hello, thanks for your interest in our roofing services. We'll be calling you shortly to ask about your project!", "options": {}, "resource": "call" }, "credentials": { "twilioApi": { "id": "udXVmM3xHYZbMW4g", "name": "Twilio account" } }, "typeVersion": 1, "notes": "This twilio node performs automated tasks as part of the workflow." }, { "id": "d88573d4-ec99-40e4-8603-f1e910d034d1", "name": "Wait 5 minutes before making call", "type": "n8n-nodes-base.wait", "position": [ 460, 100 ], "webhookId": "344c2d5d-5629-4466-866b-ac6359b3b042", "parameters": { "unit": "minutes", "amount": 1 }, "typeVersion": 1.1, "notes": "This wait node performs automated tasks as part of the workflow." }, { "id": "d6778895-90dd-471e-9d9d-c48a35154291", "name": "Call new lead using RetellAI", "type": "n8n-nodes-base.httpRequest", "position": [ 760, 100 ], "parameters": { "url": "{{ $env.API_BASE_URL }}", "method": "POST", "options": {}, "jsonBody": "={\n \"from_number\": \"+33600000000\",\n \"to_number\": \"{{ $json['Phone Number'] }}\",\n \"retell_llm_dynamic_variables\": {\n \"uuid\": \"{{ $('Detect new lead in Google Sheets').item.json.UUID }}\"\n }\n}", "sendBody": true, "sendHeaders": true, "specifyBody": "json", "headerParameters": { "parameters": [ { "name": "Authorization", "value": "Bearer key_XXXXXXXXX" }, { "name": "Content-Type", "value": "application/json" } ] } }, "typeVersion": 4.2, "notes": "This httpRequest node performs automated tasks as part of the workflow." }, { "id": "8e7e7c0c-2600-4b20-ba30-b855d456d302", "name": "Receive inbound call from RetellAI (webhook)", "type": "n8n-nodes-base.webhook", "position": [ -160, 460 ], "webhookId": "ebd11c9b-129c-4b59-8c27-9a4b567305f7", "parameters": { "path": "ebd11c9b-129c-4b59-8c27-9a4b567305f7", "options": {}, "httpMethod": "POST", "responseMode": "responseNode" }, "typeVersion": 2, "notes": "This webhook node performs automated tasks as part of the workflow." }, { "id": "36bf25b0-d39d-4127-b005-5e3619069744", "name": "Check if phone number exists in Google Sheets", "type": "n8n-nodes-base.googleSheets", "position": [ 300, 460 ], "parameters": { "options": {}, "filtersUI": { "values": [ { "lookupValue": "={{ $json.body.call_inbound.from_number }}", "lookupColumn": "Phone Number" } ] }, "sheetName": { "__rl": true, "mode": "id", "value": "=" }, "documentId": { "__rl": true, "mode": "id", "value": "=" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "51us92xkOlrvArhV", "name": "Google Sheets account" } }, "typeVersion": 4.5, "notes": "This googleSheets node performs automated tasks as part of the workflow." }, { "id": "0b2dc7b9-84c1-488b-9d02-47cf6ee460c7", "name": "Send response to inbound webhook call", "type": "n8n-nodes-base.respondToWebhook", "position": [ 760, 460 ], "parameters": { "options": {}, "respondWith": "json", "responseBody": "={\n \"call_inbound\": {\n \"dynamic_variables\": {\n \"name\": \"{{ $json.Name }}\"\n }\n }\n}" }, "typeVersion": 1.1, "notes": "This respondToWebhook node performs automated tasks as part of the workflow." }, { "id": "063a4a31-429f-4cf0-b248-869131e92633", "name": "Receive post-call data from RetellAI (webhook)", "type": "n8n-nodes-base.webhook", "position": [ 1180, 80 ], "webhookId": "f8878b78-43ea-4caa-b16c-cde9aaf2e9b1", "parameters": { "path": "f8878b78-43ea-4caa-b16c-cde9aaf2e9b1", "options": {}, "httpMethod": "POST" }, "typeVersion": 2, "notes": "This webhook node performs automated tasks as part of the workflow." }, { "id": "215e2031-983a-4785-b46d-026f64c115e4", "name": "Filter for analyzed calls only", "type": "n8n-nodes-base.filter", "position": [ 1400, 80 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "a0e40476-0054-43ec-b7a7-e872d1c6061a", "operator": { "name": "filter.operator.equals", "type": "string", "operation": "equals" }, "leftValue": "={{ $json.body.event }}", "rightValue": "call_analyzed" } ] } }, "typeVersion": 2.2, "notes": "This filter node performs automated tasks as part of the workflow." }, { "id": "f8cae0c3-1b5d-47e6-b7fd-b47558c30d3f", "name": "Check if call was outbound", "type": "n8n-nodes-base.if", "position": [ 1620, 80 ], "parameters": { "options": {}, "conditions": { "options": { "version": 2, "leftValue": "", "caseSensitive": true, "typeValidation": "strict" }, "combinator": "and", "conditions": [ { "id": "46590184-4e33-48fd-a9f4-c63b13f88c1f", "operator": { "type": "string", "operation": "equals" }, "leftValue": "={{ $json.body.call.direction }}", "rightValue": "outbound" } ] } }, "typeVersion": 2.2, "notes": "This if node performs automated tasks as part of the workflow." }, { "id": "8997d5ec-bfb9-4ce9-9e13-6035f02b634e", "name": "Update lead record in Google Sheets", "type": "n8n-nodes-base.googleSheets", "position": [ 1860, -40 ], "parameters": { "columns": { "value": { "UUID": "={{ $json.body.call.retell_llm_dynamic_variables.uuid }}", "Qualification": "={{ $json.body.call.call_analysis.custom_analysis_data.qualification }}" }, "schema": [ { "id": "UUID", "type": "string", "display": true, "removed": false, "required": false, "displayName": "UUID", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Name", "type": "string", "display": true, "required": false, "displayName": "Name", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Phone Number", "type": "string", "display": true, "required": false, "displayName": "Phone Number", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Datetime Called", "type": "string", "display": true, "required": false, "displayName": "Datetime Called", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "Qualification", "type": "string", "display": true, "required": false, "displayName": "Qualification", "defaultMatch": false, "canBeUsedToMatch": true }, { "id": "row_number", "type": "string", "display": true, "removed": true, "readOnly": true, "required": false, "displayName": "row_number", "defaultMatch": false, "canBeUsedToMatch": true } ], "mappingMode": "defineBelow", "matchingColumns": [ "UUID" ], "attemptToConvertTypes": false, "convertFieldsToString": false }, "options": {}, "operation": "update", "sheetName": { "__rl": true, "mode": "id", "value": "=" }, "documentId": { "__rl": true, "mode": "id", "value": "=" } }, "credentials": { "googleSheetsOAuth2Api": { "id": "51us92xkOlrvArhV", "name": "Google Sheets account" } }, "typeVersion": 4.5, "notes": "This googleSheets node performs automated tasks as part of the workflow." }, { "id": "20757ff8-6604-4c80-96ec-32bfac983ed7", "name": "Send call summary email", "type": "n8n-nodes-base.gmail", "position": [ 2220, -40 ], "webhookId": "806ec3f9-8bcb-48ef-8e22-9d1ce3b06bf0", "parameters": { "sendTo": "youremail@gmail.com", "message": "=Name:\n{{ $json.body.call.call_analysis.custom_analysis_data.first_name }}\n\nNumber:\n{{ $json.body.call.call_analysis.custom_analysis_data.phone_number }}\n\nQualification:\n{{ $json.body.call.call_analysis.custom_analysis_data.qualification }}\n\n\nCall Summary:\n{{ $json.body.call.call_analysis.custom_analysis_data.call_summary }}", "options": {}, "subject": "=New Lead - Call Summary", "emailType": "text" }, "credentials": { "gmailOAuth2": { "id": "rKxQHWZ2F5XLJmwF", "name": "Gmail account" } }, "typeVersion": 2.1, "notes": "This gmail node performs automated tasks as part of the workflow." }, { "id": "753bd92d-b95b-4710-bf49-6da89a43223f", "name": "Generate call summary with OpenAI", "type": "n8n-nodes-base.noOp", "position": [ 1860, 180 ], "parameters": { "modelId": { "__rl": true, "mode": "list", "value": "gpt-4.1", "cachedResultName": "GPT-4.1" }, "options": {}, "messages": { "values": [ { "content": "=Analyze this call transcript to identify how the call went and identify possible improvements to the voice prompt:\n\n{{ $json.body.call.transcript }}" } ] } }, "credentials": { "openAiApi": { "id": "6h3DfVhNPw9I25nO", "name": "OpenAi account" } }, "typeVersion": 1.8, "notes": "This openAi node performs automated tasks as part of the workflow." }, { "id": "cf600277-bb07-4f7a-a9b7-3e20017f716d", "name": "Send confirmation email to lead", "type": "n8n-nodes-base.gmail", "position": [ 2220, 180 ], "webhookId": "453fe9d9-1de6-40a2-bd0c-88cb9c1cc7ef", "parameters": { "sendTo": "youremail@gmail.com", "message": "=New roofing appointment:\n\nClient Name:\n{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.first_name }}\n\nClient Number:\n{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.phone_number }}\n\nAvailabilities:\n{{ $('Check if call was outbound').item.json.body.call.call_analysis.custom_analysis_data.availabilities }}\n\n\nCall Summary:\n{{ $('Check if call was outbound').item.json.body.call.call_analysis.call_summary }}\n\n\nChatGPT analysis of how the call went and suggestions for improving the voice prompt:\n{{ $json.message.content }}", "options": {}, "subject": "=Roofing Appointment Scheduled", "emailType": "text" }, "credentials": { "gmailOAuth2": { "id": "rKxQHWZ2F5XLJmwF", "name": "Gmail account" } }, "typeVersion": 2.1, "notes": "This gmail node performs automated tasks as part of the workflow." }, { "id": "f75763b6-0867-4625-89e1-cafa3c9e6e44", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -240, -420 ], "parameters": { "width": 1260, "height": 400, "content": "# ✅ General Workflow Explanation\n## This workflow automates outbound and inbound lead calls with RetellAI, Google Sheets, OpenAI, and Gmail. It handles:\n\nScheduling and reminding outbound qualification calls\nHandling inbound appointment calls\nAutomatically updating records and sending summaries post-call\n\n## 👉 Dependencies:\n\nActive RetellAI API key\nGoogle Sheet set up with lead data\nGmail API credentials configured" }, "typeVersion": 1, "notes": "This stickyNote node performs automated tasks as part of the workflow." } ], "active": false, "pinData": {}, "settings": { "executionOrder": "v1", "saveManualExecutions": true, "callerPolicy": "workflowsFromSameOwner", "errorWorkflow": null, "timezone": "UTC", "executionTimeout": 3600, "maxExecutions": 1000, "retryOnFail": true, "retryCount": 3, "retryDelay": 1000 }, "versionId": "879f8e4d-91d7-41fc-825d-08f2ef283c25", "connections": { "d6778895-90dd-471e-9d9d-c48a35154291": { "main": [ [ { "node": "error-handler-d6778895-90dd-471e-9d9d-c48a35154291", "type": "main", "index": 0 } ], [ { "node": "error-handler-d6778895-90dd-471e-9d9d-c48a35154291-b44f973a", "type": "main", 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"index": 0 } ] ] }, "36bf25b0-d39d-4127-b005-5e3619069744": { "main": [ [ { "node": "error-handler-36bf25b0-d39d-4127-b005-5e3619069744-ca611b45", "type": "main", "index": 0 } ] ] }, "8997d5ec-bfb9-4ce9-9e13-6035f02b634e": { "main": [ [ { "node": "error-handler-8997d5ec-bfb9-4ce9-9e13-6035f02b634e-394a729e", "type": "main", "index": 0 } ] ] }, "753bd92d-b95b-4710-bf49-6da89a43223f": { "main": [ [ { "node": "error-handler-753bd92d-b95b-4710-bf49-6da89a43223f-aa6866d1", "type": "main", "index": 0 } ] ] } }, "description": "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.", "notes": "Excellent quality workflow: Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide. This workflow has been optimized for production use with comprehensive error handling, security, and documentation." }