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

n8n template #3912
πŸ‘‰ 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 πŸ› 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. πŸ’Ό Servi

How to set it up

  1. Open template #3912 on n8n.io and click Use for free, or copy the template JSON and paste it onto an empty canvas in n8n.
  2. Create 4 credentials under Credentials β†’ Add credential: Google Sheets, Twilio, Gmail, OpenAI. Then open each of those nodes and pick the credential.
  3. Check the model in the OpenAI node. The template may point at a model your account can't use; swap it for one you have access to.
  4. Click Execute workflow and step through each node's output to confirm the data looks right.
  5. Toggle the workflow to Active so its trigger runs on its own.

Hand off to your agent

Prompt

Help me set up the n8n workflow "Automate Lead Qualification with RetellAI Phone Agent, OpenAI GPT & Google Sheet" (https://n8n.io/workflows/3912). It uses: Google Sheets, HTTP Request, Twilio, Gmail, OpenAI. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.

Paste into Claude Code and it will do the rest.

Apps and nodes

Questions

Yes. Dr. Firas published it free on n8n.io as a verified creator, and it has 14K views. It runs on n8n Cloud or a self-hosted n8n instance.

Google Sheets, Twilio, Gmail, OpenAI. The other 1 node are built into n8n.

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