Connect Airtable Contacts to telli for Automated AI Voice Call Scheduling

工作流概述

这是一个包含7个节点的中等工作流,主要用于自动化处理各种任务。

工作流源代码

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{
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  "meta": {
    "instanceId": "331d930239825586dfac8c04af3e03a7e86c895a3d1fbfa4ffab201148dc835e",
    "templateCredsSetupCompleted": true
  },
  "name": "Connect Airtable Contacts to telli for Automated AI Voice Call Scheduling",
  "tags": [],
  "nodes": [
    {
      "id": "9562ed92-f04e-44b8-b2f1-3c9032788826",
      "name": "Airtable Trigger",
      "type": "n8n-nodes-base.airtableTrigger",
      "position": [
        -20,
        0
      ],
      "parameters": {
        "baseId": {
          "__rl": true,
          "mode": "id",
          "value": "appjsUaPrbH6ph7cB"
        },
        "tableId": {
          "__rl": true,
          "mode": "id",
          "value": "tblVXEWTj7dErmNsa"
        },
        "pollTimes": {
          "item": [
            {
              "mode": "everyMinute"
            }
          ]
        },
        "triggerField": "=Created Time",
        "authentication": "airtableTokenApi",
        "additionalFields": {}
      },
      "credentials": {
        "airtableTokenApi": {
          "id": "fcsJcjY4luV2FD5O",
          "name": "Airtable account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "d40f78ab-f96f-44eb-a2ac-1b16a66f94cb",
      "name": "Schedule Calls Request",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        500,
        0
      ],
      "parameters": {
        "url": "https://api.telli.com/v1/schedule-call",
        "method": "POST",
        "options": {},
        "sendBody": true,
        "sendHeaders": true,
        "bodyParameters": {
          "parameters": [
            {
              "name": "=contact_id",
              "value": "={{ $json.contact_id }}"
            }
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "<YOUR-API-KEY>"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "b5d4b415-9363-4d2a-8689-4c789177d9c3",
      "name": "Add contact request",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        240,
        0
      ],
      "parameters": {
        "url": "https://api.telli.com/v1/add-contact",
        "method": "POST",
        "options": {},
        "sendBody": true,
        "contentType": "=json",
        "sendHeaders": true,
        "bodyParameters": {
          "parameters": [
            {}
          ]
        },
        "headerParameters": {
          "parameters": [
            {
              "name": "Authorization",
              "value": "<YOUR-API-KEY>"
            }
          ]
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "22680635-838a-48db-a300-1a280d45b0f9",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1620,
        -680
      ],
      "parameters": {
        "color": 4,
        "width": 1420,
        "height": 2640,
        "content": "# Upload your CRM contacts to telli and schedule AI voice-agent calls

## Introduction to telli and AI Voice-Agent Calls

telli is an innovative platform that provides AI-powered voice agents capable of making calls and performing tasks tailored to specific customer use cases. These AI voice-agents can handle a wide range of communication tasks, from appointment scheduling to customer support, with remarkable efficiency and natural conversation flow.

This template is designed for businesses and organizations looking to automate their outbound calling processes using telli's AI voice-agents in conjunction with Airtable as their CRM. It solves the problem of manual call scheduling and data transfer between your CRM and calling system, saving time and reducing human error.

### Prerequisites

- telli account
- Airtable base with contact information
- n8n instance

### Step-by-Step Setup Guide

1. **n8n Setup**:
   - Create a new workflow in n8n.
   - Add the Airtable node to connect to your CRM table.

2. **telli API Configuration**:
   - Log in to your telli dashboard.
   - Locate and copy your API key under telli - Settings - API/Webhooks.

3. **Workflow Configuration**:
   - Add two HTTP Request nodes to your n8n workflow.
   - Set the \"Authorization\" header in both POST requests, replacing the value with your telli API key.
   - Configure the first request to use the `/add-contact` endpoint.
   - Set up the second request to use the `/schedule-call` endpoint.

4. **Data Mapping**:
   - Map the relevant fields from your Airtable node to the telli API requests.

5. **Testing and Activation**:
   - Run a test execution of your workflow.
   - Once satisfied with the results, activate the workflow.

### API Endpoint Details

#### Add Contact Endpoint

- **URL**: `https://api.telli.com/v1/add-contact`
- **Method**: POST
- **Headers**:
  - `Authorization: YOUR-API-KEY`
  - `Content-Type: application/json`
- **Payload**:
```json
{
  \"external_contact_id\": \"string\",
  \"salutation\": \"string\",
  \"first_name\": \"string\",
  \"last_name\": \"string\",
  \"phone_number\": \"string\",
  \"email\": \"jsmith@example.com\",
  \"contact_details\": {},
  \"timezone\": \"string\"
}
```

#### Schedule Call Endpoint

- **URL**: `https://api.telli.com/v1/schedule-call`
- **Method**: POST
- **Headers**:
  - `Authorization: YOUR-API-KEY`
  - `Content-Type: application/json`
- **Payload**:
```json
{
  \"contact_id\": TELLI-CONTACT-ID,
  \"agent_id\": \"string\",
  \"max_retry_days\": 123,
  \"call_details\": {
    \"message\": \"Hello, this is your friendly reminder!\",
    \"questions\": [
      {
        \"fieldName\": \"email\",
        \"neededInformation\": \"email of the customer\",
        \"exampleQuestion\": \"What is your email address?\",
        \"responseFormat\": \"email string\"
      }
    ]
  },
  \"override_from_number\": \"string\"
}
```

### Use Cases

This template is versatile and can be applied to various scenarios, including:

***- Lead Qualification***: Automatically schedule calls to new leads entered in your CRM.

***- Appointment Reminders***: Set up calls to remind clients of upcoming appointments.

***- Customer Feedback***: Schedule follow-up calls after product deliveries or service completions.


### Uploading Multiple Contacts

For bulk operations, you have two options:

1. **Loop Node**: Include a Loop node in your n8n workflow to process multiple contacts sequentially.

2. **Batch Endpoints**: Instead of `/add-contact` and `/schedule-call`, use telli's batch endpoints:
   - `/add-contacts-batch`: Add multiple contacts within an array.
   - `/schedule-calls-batch`: Schedule multiple calls at once.

Example of batch endpoint usage:
```json
{
  \"contacts\": [
    {\"name\": \"John Doe\", \"phone\": \"+1234567890\"},
    {\"name\": \"Jane Smith\", \"phone\": \"+1987654321\"}
  ]
}
```

By leveraging this template, you can seamlessly integrate your Airtable CRM with telli's powerful AI voice-agents, automating your outbound calling process and enhancing your customer communication strategy.
"
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      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -80,
        160
      ],
      "parameters": {
        "content": "## CRM node

Connect it to the table where you store information about your leads or contacts in general."
      },
      "typeVersion": 1
    },
    {
      "id": "4cc74508-7323-4dce-b487-79404d9959bb",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        180,
        -240
      ],
      "parameters": {
        "height": 220,
        "content": "## Add contacts to telli

Here you perform a POST request to telli's API to bring your CRM contacts into the telli system."
      },
      "typeVersion": 1
    },
    {
      "id": "ef541141-1aa7-4f45-96a3-2169d609ff6d",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        180
      ],
      "parameters": {
        "height": 220,
        "content": "## Schedule calls for your new contacts

Right after the contacts have been added, we perform another POST request to the telli API to schedule calls based on our smart calling strategy."
      },
      "typeVersion": 1
    }
  ],
  "active": true,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "7f4ed4a1-240c-45da-bc8c-940826d1a51a",
  "connections": {
    "Airtable Trigger": {
      "main": [
        [
          {
            "node": "Add contact request",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Add contact request": {
      "main": [
        [
          {
            "node": "Schedule Calls Request",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

功能特点

  • 自动检测新邮件
  • AI智能内容分析
  • 自定义分类规则
  • 批量处理能力
  • 详细的处理日志

技术分析

节点类型及作用

  • Airtabletrigger
  • Httprequest
  • Stickynote

复杂度评估

配置难度:
★★★☆☆
维护难度:
★★☆☆☆
扩展性:
★★★★☆

实施指南

前置条件

  • 有效的Gmail账户
  • n8n平台访问权限
  • Google API凭证
  • AI分类服务订阅

配置步骤

  1. 在n8n中导入工作流JSON文件
  2. 配置Gmail节点的认证信息
  3. 设置AI分类器的API密钥
  4. 自定义分类规则和标签映射
  5. 测试工作流执行
  6. 配置定时触发器(可选)

关键参数

参数名称 默认值 说明
maxEmails 50 单次处理的最大邮件数量
confidenceThreshold 0.8 分类置信度阈值
autoLabel true 是否自动添加标签

最佳实践

优化建议

  • 定期更新AI分类模型以提高准确性
  • 根据邮件量调整处理批次大小
  • 设置合理的分类置信度阈值
  • 定期清理过期的分类规则

安全注意事项

  • 妥善保管API密钥和认证信息
  • 限制工作流的访问权限
  • 定期审查处理日志
  • 启用双因素认证保护Gmail账户

性能优化

  • 使用增量处理减少重复工作
  • 缓存频繁访问的数据
  • 并行处理多个邮件分类任务
  • 监控系统资源使用情况

故障排除

常见问题

邮件未被正确分类

检查AI分类器的置信度阈值设置,适当降低阈值或更新训练数据。

Gmail认证失败

确认Google API凭证有效且具有正确的权限范围,重新进行OAuth授权。

调试技巧

  • 启用详细日志记录查看每个步骤的执行情况
  • 使用测试邮件验证分类逻辑
  • 检查网络连接和API服务状态
  • 逐步执行工作流定位问题节点

错误处理

工作流包含以下错误处理机制:

  • 网络超时自动重试(最多3次)
  • API错误记录和告警
  • 处理失败邮件的隔离机制
  • 异常情况下的回滚操作