Automatically call new Google Sheets leads with Bolna and save the AI transcript back to the sheet
When a lead is added or updated in Google Sheets, this automation calls the customer via Bolna, then fetches the latest AI call transcript and writes it back into the same spreadsheet row for easy tracking and follow-up.
By Sujal Rai
Installed by 1 users
Automatically call new Google Sheets leads with Bolna and save the AI transcript back to the sheet
Automatically call new Google Sheets leads with Bolna and save the AI transcript back to the sheet
Introduction
Turn every new or updated lead in Google Sheets into an instant Bolna AI phone call. After the call, the workflow captures the AI transcript and updates the correct spreadsheet row so your team always has the conversation notes in the same place.
Benefits
- Eliminate manual calling and note-taking for new leads
- Keep every lead’s call transcript stored directly in Google Sheets
- Faster speed-to-lead, improving response rates and conversions
- Reduce errors by automatically matching and updating the right row
Trigger Event
When a row is added or updated in Google Sheets (your leads sheet), the workflow starts.
Actions
- Format the phone number by prepending the country code (example:
+91) to the “Mobile no.” value from the sheet. - Place an outbound call via Bolna using your selected Bolna AI agent and the formatted phone number.
- Wait for a few minutes to give the call time to complete and the transcript to become available.
- Fetch the most recent Bolna agent execution (latest call record) and pull the call transcript.
- Find the matching lead row in Google Sheets by looking up the same “Mobile no.” value.
- Update that row’s “Transcript” column with the Bolna transcript so the lead record stays complete and searchable.
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Frequently Asked Questions
This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.
No. You can install and customize this template without writing any code. Everything is done through simple configuration.
Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.
Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.
Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.
You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.
