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Priority: This is a top priority project and must be handled with full focus. The entire flow will be automated inside n8n with no manual steps. Once a Google Form is submitted, n8n handles everything end-to-end. The system must be stable, clean, and scalable for future growth. Goal To create a fully automated outbound dialing system where: CSV lead lists are uploaded via Google Form. n8n automatically parses, cleans, and formats the data. Each lead is assigned to the correct agent using a dropdown field. n8n enforces a fail-safe daily dial limit: No phone number can be called more than 50 times per day. Cleaned data is pushed directly into Vapi for outbound dialing. Slack notifications are sent instantly when: A campaign is started A campaign fails An appointment is booked At 9 PM PST, a daily email report is sent summarizing calls, appointments, and blocked numbers. Appointment data is synced to Follow Up Boss (FUB) automatically. Core Systems System Purpose Vapi Outbound dialing engine Telnyx Carrier-level phone numbers (DIDs) n8n Central automation platform Google Form + Drive Intake point for CSV uploads and workflow trigger Google Sheets Tracks daily call counts for fail-safe logic Slack Real-time notifications FUB (Follow Up Boss) Lead and appointment tracking Email Daily summary reporting High-Level Flow Google Form Submit → n8n Trigger ↓ Parse CSV → Clean & Validate → Deduplicate → Dial Limit Check ↓ Assign Agent → Push to Vapi ↓ Slack Notifications (Campaign Start / Failure) ↓ Appointments → Slack + FUB Sync ↓ Daily Email Report (9 PM PST) Deliverables Deliverable Description Google Form + Drive Setup CSV upload form with agent dropdown and automated file storage n8n Workflow Complete, end-to-end process automation Fail-Safe Dial Limit 50 calls per number per day Data Cleaning & Deduplication Clean, validate, and prepare leads before dialing Slack Notifications Campaign status and appointments Daily Email Summary Key metrics + CSV attachments Follow Up Boss Sync Lead and appointment data Documentation Clear setup and handoff instructions Timeline Step Time Estimate Google Form + Drive Setup 0.5 day CSV Parsing + Cleaning 1.5 days Dial Limit Fail-Safe 1 day Vapi Integration + Agent Mapping 1 day Slack Notifications 0.5 day Appointment Tracking + FUB Sync 1 day Daily Email Report Automation 0.5 day Total Build Time 5 days Scope Clarification This brief describes the core system and main functions required. It is not exhaustive — there may be small steps, logic adjustments, or connections required to complete the build. Any additional work that is necessary to make the system function as described is included in this agreement and will not be considered extra or outside scope. Only major new features or unrelated requests will be considered "extra work" and require a separate agreement. Summary This system will: Start automatically when a Google Form is submitted. Handle all cleaning, validation, and agent assignment inside n8n. Enforce a 50-call-per-number-per-day limit for compliance. Push data directly to Vapi for outbound dialing. Provide Slack notifications and daily email reporting for full visibility. Sync essential appointment and lead data to Follow Up Boss. Result: A lean, stable, and scalable outbound calling system that automates everything end-to-end, built to scale without needing major redesign later.