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1️⃣ Lead Ingestion & Research: Web form submissions are captured into Airtable and enriched using the Gemini API to generate instant prospect profiles.
2️⃣ AI Voice Call: Triggers an automated Vapi AI voice call via Twilio/Telnyx to qualify prospects over the phone.
3️⃣ Smart Routing:
• Interested Leads: Generates and auto-delivers a custom PandaDoc proposal.
• Unresponsive Leads: Sends a follow-up booking email and team Slack alert.
• Uninterested Leads: Logs call summaries and updates pipeline analytics. 🛠️ Built with: Make.com, Vapi Voice AI, Gemini API, Airtable, PandaDoc, and Slack.
The network for creativity
Join 1.25M professional creatives like you
Connect with clients, get discovered, and run your business 100% commission-free
Creatives on Contra have earned over $150M and we are just getting started
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[add your number] contracts signed without a single manual follow-up.
Every one tracked and reminded automatically until it was done.
→ Want this for your process? Let's talk.
Automating the reminders means you never chase a signature again, and the tracking stays clean.
A reminder went out after the contract was already signed.
A sync delay meant the reminder fired an hour late. Harmless, but avoidable now signing status checks in real time before any reminder goes out.
→ Automated follow-up still needs a live check before it sends.
Nice catch on the sync lag, adding a live status check before the reminder will stop those hour old pings.
3 signs your contract process is costing you deals:
1. Contracts go out a day or more after the call
2. Signing status means emailing to ask
3. Follow-up happens only when someone remembers
→ Speed and consistency both come from the same fix.
That lag between call and contract is a classic leak; an AI bot that drafts and sends the agreement right after the meeting can keep the momentum alive.