Workflow overview
Why this workflow matters
Helpful for business development and pipeline building. Improves internal consulting operations and productivity.
Who is this for Agencies, sales teams, and service businesses who want to instantly qualify inbound leads with an AI-powered phone call — no manual follow-up needed. What it does This workflow captures leads via a web form, validates their phone number, and immediately triggers an AI voice call through Vapi. The AI assistant qualifies the lead through a natural conversation, extracting structured data about service interest, motivation, urgency, budget, and intent. Everything gets logged to Google Sheets. Captures lead info via a web form (name, phone, email, company, role, request, company size) Validates the phone number format (US 10-digit) and logs invalid numbers separately Calls the lead instantly via Vapi AI voice assistant Polls until the call completes, handling voicemails and completed calls differently Logs results to Google Sheets with AI-extracted qualification insights How to set up Create a Vapi account and configure a voice assistant with structured outputs for: Service Interest, Motivation, Urgency, Past Experience, Budget, Intent Create a Google Sheet with these headers: Date · Name · Phone · Email · Company · Role · Request · Company Size · Service Interest · Motivation · Urgency · Past Experience · Budget · Intent? · Status Replace YOUR_VAPI_ASSISTANT_ID and YOUR_VAPI_PHONE_NUMBER_ID in the Call Lead node's JSON body Replace the YOUR__UUID placeholders in the *Log Complete** node with your Vapi structured output UUIDs Paste your Google Sheet URL into all three Google Sheets nodes Connect Bearer Auth (Vapi API key) and Google Sheets credentials Activate the workflow and share the form URL Requirements AlekSystem account (cloud or self-hosted) Vapi account with a configured voice assistant and phone number Google Sheets (one sheet with the column headers above) How to customize Edit the form fields to match your intake needs Adjust the Vapi assistant prompt for your industry and qualification criteria Change the initial wait time (default 60s) based on your typical call length Add email or Slack notifications when high-intent leads are detected
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