🚀 AI-Powered Automation with Vapi, Make, OpenAI & Monday.com! 🤖

Mar 28 (edited) • Make.com

Just wrapped up an exciting automation project that streamlines lead engagement and task management using Make, Vapi, OpenAI, and monday.com!

💡 The Problem:

A client offers 3 different services on their website, and every inquiry required manual follow-ups, qualification calls, and task assignments—which was time-consuming and inefficient.

⚙️ The Automation I Built:

1️⃣ Form Submission → Make: Captures lead details (name, phone, project choice).

2️⃣ Personalized AI Call via Vapi:

✅ We dynamically pass customer name, selected package details, and other key variables to Vapi API to make the conversation more engaging and relevant.

✅ AI agent (trained on website data) calls the lead.

✅ Answers FAQs, collects project details, and asks:

Expected delivery time 📅

Any additional questions ❓

✅ If all looks good, the agent closes the call professionally by thanking them.

3️⃣ Post-Call AI Analysis (OpenAI + Make):

🔍 The call summary is passed to OpenAI for deep analysis.

🔹 OpenAI returns key details, extracted questions, and a short summary in JSON format.

4️⃣ Task Creation in Monday.com:

📌 An item is automatically created for the team with all extracted details.

📝 The AI-generated summary is pushed into the updates section, allowing the team to review the conversation quickly before starting the work.

💼 Results: