What This Workflow Does
This automation solves the challenge of manually transferring contact information from your Airtable CRM to telli's AI voice calling platform. Businesses using outbound calling campaigns often waste hours copying phone numbers, names, and context between systems - this workflow eliminates that friction completely.
When a new contact is added to your Airtable base (or meets certain criteria), the workflow automatically sends their details to telli, schedules an AI voice call with your customized script, and can even log the call results back to Airtable. This creates a seamless loop where your sales or support team can focus on high-value conversations rather than data entry.
How It Works
1. Trigger from Airtable
The workflow monitors your specified Airtable base for new records or updates. You can configure filters to only process contacts that meet certain criteria (like "Status = New Lead").
2. Data transformation
The contact information is formatted to match telli's API requirements, including phone number validation, name formatting, and attaching any custom fields you want the AI agent to reference during calls.
Pro tip: Add a "Call Purpose" field in Airtable that gets passed to telli - this helps the AI agent personalize conversations based on why you're reaching out.
3. telli API integration
The workflow authenticates with your telli account via API and creates a new call task with all the contact details. You can set scheduling preferences, call scripts, and retry logic directly in the workflow.
4. Result logging (optional)
After telli completes the call, the workflow can update the Airtable record with call outcomes, transcripts, or next steps - creating a complete audit trail of all communications.
Who This Is For
This automation is ideal for sales teams, recruiters, customer success managers, and anyone conducting outbound calling campaigns at scale. Specific use cases include:
- Sales teams following up with leads from events or signups
- Recruiters conducting initial screening calls with candidates
- Customer success teams checking in with at-risk accounts
- Political campaigns conducting voter outreach
- Market researchers collecting survey responses
What You'll Need
- An Airtable base with contact records containing phone numbers
- A telli account with API access enabled
- n8n instance (self-hosted or cloud)
- Basic understanding of API authentication
- Your call script prepared in telli
Quick Setup Guide
- Download the JSON template file
- Import into your n8n instance
- Connect your Airtable account credentials
- Add your telli API key
- Configure which Airtable table and fields to monitor
- Set your preferred call timing and retry logic
- Test with a single contact before enabling full automation
Key Benefits
Save 5-7 hours per week by eliminating manual data transfer between systems. What used to require copying/pasting hundreds of phone numbers now happens automatically in the background.
Increase call volume by 3x without adding staff. AI voice agents can handle far more calls than human teams, allowing you to scale outreach while maintaining personalization.
Improve data accuracy by removing human error from the contact transfer process. The workflow ensures every field is mapped correctly and validated before calls are scheduled.
Gain actionable insights with call transcripts and outcomes automatically logged back to your CRM. This creates a searchable history of all customer interactions.