AI automation case study
Outbound AI Appointment Setter
An outbound voice workflow that qualifies a lead, checks availability, books the next step, and records the outcome.
- Status
- Prototype
- Origin
- n8n
- Date
- Undated record
Outbound voice appointment setter workflow with booking actions
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A closer look
Explore the interface and the decisions built into it. Open any capture at full size to read the details.
Original dark-canvas n8n and Vapi appointment setter workflow capture
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Watch the walkthrough
A privacy-reviewed walkthrough of the real project interface and how the system is put together.
Loom walkthrough, 4:38
Watch Loom walkthroughChallenge
What needed to change
Calling every lead by hand limits the number of conversations a small team can start and makes call outcomes difficult to keep consistent.
System
How the system works
A voice agent works through a bounded set of appointment actions, including availability checks, booking changes, and a structured call result written back to the connected record.
- Input
- Outbound call request and lead context
- Actions
- Check, book, update, or cancel a slot
- Record
- Transcript and call outcome prepared for review
Outcome
What is supported by the record
The captured build and full walkthrough demonstrate the booking actions and outcome logging without claiming an unattended production dialer.
Screenshot
Real appointment workflow capture
Walkthrough
Verified 4 minute 38 second Loom demo
Tools
Connected tools and methods
- n8n
- Voice agent
- Google Calendar
- Airtable
Next step