Related agents: Outbound sales.
What it does
When the call ends, the workflow reads the full transcript, asks an AI model to extract three things — whether the prospect showed interest, what objections they raised, and their urgency level — and adds a row with those three values to a Google Sheet. It’s a post-call workflow: it runs in the background once the call has already ended, so it never adds delay to the conversation.How it works
What you need
- A Google Sheets connection
- An existing spreadsheet, with its
spreadsheetId - The Outbound sales agent, or any other you want to assign it to
Getting started
1
Copy the template
From the Workflows section, open the template catalog and copy it. The workflow is created disabled.
2
Check the AI model
The Extract structured data step ships with a specific model configured. Check it’s still available on your account before publishing, and change it if needed.
3
Fill in the Google Sheets connection and spreadsheet
In the Add row step, select your Google Sheets connection and replace the placeholder
<<spreadsheet_id>> with your spreadsheet’s real id. The workflow always writes to the first tab (sheetId: 0).4
Add headers and, if you need them, contact columns
The template only saves
interested, objections_raised, and urgency, in that order, with no name, phone number, or call date. If you need to know which prospect each row belongs to, add those fields to the sheet and to the Add row step before publishing. first_row_headers ships disabled: if your sheet has a header row, turn it on so it doesn’t get overwritten.5
Publish the workflow and assign it to the agent
Publish the workflow and make sure it’s enabled. Add it from the Workflows section of the agent you want to link it to; it’ll show up with the Post-call label.
6
Test it
Make a test call and check that a new row shows up in the sheet with the three extracted values.
Before publishing
- It doesn’t save who was called. Without a name, phone number, or email in the row, there’s no way to tell afterward which prospect produced which result — add those fields if you need them.
- The classification is done by a language model. It can get it wrong, especially with ambiguous or cut-off conversations. Treat the result as a good approximation, not a verified fact.
- It always writes to the spreadsheet’s first tab. If your spreadsheet has multiple tabs, check it’s the right one before publishing.
- If the sheet has a header row and you don’t enable
first_row_headers, the first data row can end up overwriting or misaligning with the headers.
Next Steps
Outbound sales
The agent that generates these calls.
Send follow-up (WhatsApp)
The template’s other post-call workflow.
Post-call workflows
How workflows that run when the call ends work.