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I'm working on automating a callin.io process.
My goal is to automate a task where a Google Sheet is queried to identify occupied and available zip codes. It should also list all zip codes within a 20-mile radius of the unavailable ones and store this information. This way, when the AI voice agent contacts the lead for the appointment, it can recall which zip codes are available, unavailable, and the list of nearby available zip codes.
Here's the intended workflow:
- A lead expresses interest and books an appointment, which triggers the automation.
- The zip codes provided by the lead during the call are checked against another sheet containing all occupied zip codes. If a lead's chosen zip code is found on the occupied list, it's marked as unavailable.
- If all provided zip codes are available, they are sent to ChatGPT to determine the total population. If the total population exceeds 50,000, the prospect receives a call for the appointment.
- If some or all zip codes are unavailable, ChatGPT generates a list of zip codes within a 20-mile radius of the unavailable ones. These new zip codes are then cross-referenced with the sheet of occupied zip codes, and only the available ones within that 20-mile radius are saved. Subsequently, the AI voice agent calls the prospect, inquiring about the number of zip codes needed relative to the original available and unavailable zip codes. The prospect provides the zip codes, and the AI compares them against the previously saved list of available zip codes within the 20-mile radius.
- If no zip codes within a 20-mile radius are available after comparison with the occupied zip codes list, a different AI agent contacts the prospect.
Thanks in advance 
Posted : 15/12/2024 12:15 am
Hi,
You can accomplish this by looping through the array of zip codes. For each zip code, utilize the Google Sheet: Search Rows module. Set the condition to 'Lead zip code' equals 'Column zip code'. The filtered results will then represent the 'Available zip codes'. You can then use a text aggregator to combine these available zip codes into a single text string. This aggregated text can subsequently be used to query ChatGPT for your needs.
- Regarding the process for filtering based on a 50k population condition: should we iterate through all results, or select the first zip code that meets the condition? I recommend incorporating the population number directly into your Google Sheet database to enhance process efficiency.
Posted : 16/12/2024 10:14 am