Automate Lead Qualification with AI Voice Calls using GPT-3.5, Notion, and Vapi

This n8n workflow automates the process of qualifying leads by integrating with Notion for lead management, Vapi for AI voice calls, and an OpenAI-compatible chat model (via OpenRouter) for conversational AI. It streamlines the lead qualification process, allowing for efficient outreach and data capture.

What it does

This workflow performs the following key steps:

1. Triggers on New Notion Leads: It listens for new items created or updated in a specified Notion database, which are considered new leads.
2. Prepares Lead Data: It processes the incoming Notion data, extracting relevant lead information like name and phone number, and constructs a dynamic prompt for the AI agent.
3. Initiates AI Voice Call: It makes an API call to Vapi, initiating an AI-powered outbound voice call to the lead's phone number. The AI agent uses the prepared prompt to guide the conversation.
4. Handles Vapi Webhook Responses: It exposes a webhook endpoint to receive real-time updates and results from the Vapi call.
5. Processes Call Outcomes:
   • If Call Successful: It extracts the AI agent's conversation summary and the call's status.
   • If Call Failed/Unanswered: It logs the failure and continues the workflow.
6. Analyzes AI Conversation: It uses an AI Agent (powered by an OpenRouter Chat Model) to analyze the conversation summary from Vapi, extracting key qualification details.
7. Updates Notion Lead Status: Based on the AI agent's analysis, it updates the original lead item in Notion, marking it as "Qualified" or "Unqualified" and adding the conversation summary.

Prerequisites/Requirements

To use this workflow, you will need:

• n8n Instance: A running n8n instance.
• Notion Account: A Notion workspace with a database set up to manage leads. You'll need to configure a Notion API integration with access to this database.
• Vapi Account: An account with Vapi (vapi.ai) to make AI voice calls. You'll need your Vapi API key.
• OpenRouter Account: An account with OpenRouter (openrouter.ai) to access various AI chat models. You'll need your OpenRouter API key.
• OpenRouter Chat Model: A compatible chat model configured within OpenRouter (e.g., GPT-3.5 or similar).

Setup/Usage

1. Import the workflow: Download the JSON provided and import it into your n8n instance.
2. Configure Credentials:
   • Notion: Set up your Notion credential, linking it to your Notion workspace and granting access to the lead database.
   • Vapi: Set up an HTTP Request credential for Vapi, using your Vapi API key.
   • OpenRouter: Set up your OpenRouter credential, using your OpenRouter API key.
3. Configure Notion Trigger (Node 488 "Notion Trigger"):
   • Select your Notion credential.
   • Choose the Notion database that contains your leads.
4. Configure Vapi Call (Node 19 "HTTP Request"):
   • Ensure the HTTP Request node is configured to use your Vapi API key for authentication.
   • Review the body of the request to ensure it correctly constructs the Vapi call with the lead's phone number and the AI agent's prompt.
5. Configure AI Agent (Node 1119 "AI Agent"):
   • Ensure the "OpenRouter Chat Model" (Node 1281) is correctly configured with your OpenRouter credential and the desired chat model.
   • Review the prompt provided to the AI Agent to ensure it effectively extracts qualification details from the Vapi conversation summary.
6. Configure Notion Update (Node 487 "Notion"):
   • Select your Notion credential.
   • Ensure the database ID matches your lead database.
   • Map the output from the AI Agent to the correct properties in your Notion database (e.g., "Status" and "Conversation Summary").
7. Activate the Workflow: Once all configurations are complete, activate the workflow. It will now automatically process new leads from Notion, initiate AI voice calls, qualify them, and update their status in Notion.