{
  "id": "QO4Mg23JvVfNCICy",
  "meta": {
    "instanceId": "a2b23892dd6989fda7c1209b381f5850373a7d2b85609624d7c2b7a092671d44",
    "templateCredsSetupCompleted": true
  },
  "name": "Build a Phone Agent to qualify outbound leads and inbound calls with RetellAI -vide",
  "tags": [
    {
      "id": "12w64ydbjEKDaM0B",
      "name": "inbound",
      "createdAt": "2025-05-06T20:31:43.427Z",
      "updatedAt": "2025-05-06T20:31:43.427Z"
    },
    {
      "id": "xSqaFWDcbJCRECKZ",
      "name": "outbound",
      "createdAt": "2025-05-06T20:31:38.072Z",
      "updatedAt": "2025-05-06T20:31:38.072Z"
    }
  ],
  "nodes": [
    {
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      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -240,
        0
      ],
      "parameters": {
        "width": 1260,
        "height": 320,
        "content": "# Outbound lead qualification call workflow"
      },
      "typeVersion": 1
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "id": "d6778895-90dd-471e-9d9d-c48a35154291",
      "name": "Call new lead using RetellAI",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        760,
        100
      ],
      "parameters": {
        "url": "https://api.retellai.com/v2/create-phone-call",
        "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "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
    },
    {
      "id": "753bd92d-b95b-4710-bf49-6da89a43223f",
      "name": "Generate call summary with OpenAI",
      "type": "@n8n/n8n-nodes-langchain.openAi",
      "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
    },
    {
      "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
    },
    {
      "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
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "879f8e4d-91d7-41fc-825d-08f2ef283c25",
  "connections": {
    "Check if call was outbound": {
      "main": [
        [
          {
            "node": "Update lead record in Google Sheets",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Generate call summary with OpenAI",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Filter for analyzed calls only": {
      "main": [
        [
          {
            "node": "Check if call was outbound",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Detect new lead in Google Sheets": {
      "main": [
        [
          {
            "node": "Send SMS reminder to call lead in 5 minutes",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Generate call summary with OpenAI": {
      "main": [
        [
          {
            "node": "Send confirmation email to lead",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Wait 5 minutes before making call": {
      "main": [
        [
          {
            "node": "Call new lead using RetellAI",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Update lead record in Google Sheets": {
      "main": [
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          {
            "node": "Send call summary email",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Send SMS reminder to call lead in 5 minutes": {
      "main": [
        [
          {
            "node": "Wait 5 minutes before making call",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Receive inbound call from RetellAI (webhook)": {
      "main": [
        [
          {
            "node": "Check if phone number exists in Google Sheets",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check if phone number exists in Google Sheets": {
      "main": [
        [
          {
            "node": "Send response to inbound webhook call",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Receive post-call data from RetellAI (webhook)": {
      "main": [
        [
          {
            "node": "Filter for analyzed calls only",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}