Every minute between a form submission and your first contact costs you the deal. This template is for businesses that collect inbound leads — through a website form, a booking page, or a CRM — but can't call back fast enough. The Lead Webhook receives the lead the moment it's submitted, Normalize Fields cleans the phone number into a dialable format, and an AI agent called Qualify Lead reads the notes and returns a strict JSON verdict: qualified or not, plus a one-line reason. Qualified leads trigger an AI voice call through your provider (Vapi, Twilio, or similar), the workflow then books a follow-up on your Google Calendar via Book Calendar Event, and Notify Team posts who was called, when the follow-up is, and why they qualified to Slack. Everyone else gets a nurture tag via Tag Nurture so they're filed for later instead of forgotten.
Home services company with a flood of quote requests
A roofing or HVAC company getting 20–30 quote requests a day usually loses half of them to a competitor who called first. Wire your website's quote form to the Lead Webhook and the workflow calls back within a minute — no dispatcher needed. Qualify Lead reads the notes field ("roof leaking in two spots, needs quote this week" vs. "just browsing prices") and only real intent fires the Trigger Voice Call request, so you're not paying for calls to tire-kickers. The calendar booking defaults to tomorrow at 10:00 UTC; adjust the event logic in Book Calendar Event to your timezone and crew availability. Variation: start conservative — insert a Wait node between IF Qualified and Trigger Voice Call so your office manager approves each call before it dials, then remove the gate once you trust the AI's judgment.
Real estate agency working nights and weekends
Listing inquiries arrive at 11 PM, but the agent on call is showing a house. With this workflow live, a late-night inquiry gets an instant qualification check and an AI voice call while the buyer is still on their couch scrolling. Edit the system prompt in Qualify Lead to add your real criteria — budget range, preferred neighborhoods, pre-approval status — so renters get tagged nurture instead of burning call credits. The Notify Team Slack post tells the morning agent exactly who was called, when the follow-up event is, and why the lead qualified, so the handoff is seamless. Tip: tighten the call script parameters in Trigger Voice Call to offer a specific viewing slot ("I have Thursday 4 PM or Friday 11 AM") — two choices convert better than an open-ended "when works for you?"
B2B agency chasing demo requests
A 10-person agency gets demo requests from its site but half are students doing research or vendors selling something. Qualify Lead acts as your bouncer: tune its system prompt with company size, industry, and role criteria, and only real prospects reach Trigger Voice Call. For auditability, add a Google Sheets node after Parse Decision to log every lead, verdict, and reason — after a week you'll see which sources send the best leads and can sharpen the prompt. Practical tip: the Normalize Fields step strips non-dialable characters from phone numbers, but it can't fix a wrong country code, so make your form require a country picker up front.
SaaS company following up on free-trial signups
Trial users who never activate are the easiest revenue to recover. POST each new signup to the Lead Webhook, and Qualify Lead can score intent from signup data — company size, team seats invited, features clicked — all stuffed into the notes field. Qualified signups get a voice call offering a 15-minute onboarding session, and Book Calendar Event drops it straight on the rep's calendar while the prospect is still thinking about the product. Because the flow is fully automatic, one rep can cover the trial volume that used to need three. Variation: swap the fixed scheduling for a round-robin across your sales team by editing the calendar logic, so the follow-up lands with whoever is on shift.
Local clinic or consultancy filling its consultation diary
A physiotherapy clinic or financial advisor lives on booked consultations, and inbound inquiries often sit in an inbox for hours. This workflow turns each inquiry into a call and a booked slot within minutes. Book Calendar Event sends the invite through the Google Calendar API with the client attached, and the Slack notification keeps the front desk in the loop without anyone watching the form. Unqualified inquiries (outside your service area, wrong service type) are tagged nurture automatically — revisit them later with an educational email series instead of losing them.