Skip to content
05

CASE / Client project

Financial advisory · Advisory business (name withheld)

AI voice receptionist that books while you sleep

Inbound calls are answered by a voice agent that collects booking details, then Make.com creates the calendar event, sends confirmations and logs the call.

Build something like thisAll work
Make.com · Voice receptionist: post-call booking
The real Make.com workflow for voice receptionist: post-call booking, close up, with each app and step labelled.
The real workflow · anonymized client project
Client
Advisory business (name withheld)
Industry
Financial advisory
Status
Delivered
Stack
Twilio, Retell, Make.com, Outlook, Google Sheets

01 / The problem

  1. 01After-hours calls went to voicemail.
  2. 02Booking by phone was manual and slow.
  3. 03There was no structured call log.

02 / Goals

  • Answer every call.
  • Book, confirm and log without staff involvement.

03 / The solution

Twilio routes calls to a Retell voice agent; a webhook hands the structured call data to Make.com, which creates the Outlook event, sends email and SMS confirmations and logs the interaction.

01

Clean handoff

The voice agent ends its role with a structured webhook, so the booking logic lives in one maintainable place.

04 / The build

The real workflows, step for step.

These are the production Make.com workflows behind this project, redrawn from its real structure. Client names, data, credentials and settings are removed; every step and connection is real.

WebhookWebhookAIAI: extract fieldsOutlook CalendarCreate an eventOutlookCreate and send amessageTwilioSend SMSOutlookCreate and send amessageGoogle SheetsAdd rowHas Start Time
Make.com7 steps1 AI
ANONYMIZED CLIENT PROJECT

Receives the voice agent's call data by webhook, extracts the booking fields with AI, creates the calendar event when a start time exists, sends email and SMS confirmations and logs the call.

Rendered from the production workflow export. Labels anonymized; no data, credentials or settings included.

Read all 7 steps
  1. Webhook · Webhook
  2. AI · AI: extract fields
  3. Outlook Calendar · Create an event
  4. Outlook · Create and send a message
  5. Twilio · Send SMS
  6. Outlook · Create and send a message
  7. Google Sheets · Add row
  • Webhook
  • AI
  • Outlook Calendar
  • Outlook
  • Twilio
  • Google Sheets

05 / Outcome

  • Delivered as two Make.com scenarios: post-call booking and appointment reminders.
  • Every call that ends with a start time becomes a calendar event, email and SMS confirmations and a row in the call log, automatically.

06 / Walkthrough

Silent · 10 s
ANONYMIZED CLIENT PROJECTVoice receptionist: post-call booking, the real workflow, anonymized. A slow pan across the real post-call booking workflow: webhook, AI field extraction, calendar event, email and SMS confirmations and the call log.

A narrated walkthrough can be recorded on request; client data stays private.

Services usedAI AutomationVoice AI

→ / Next step

Want a system like this one?

Start a project
Next case studyAI-personalised reactivation for dormant contact lists