Descriptions:
Stephanie Nyarko builds a fully automated outbound voice calling system that reads customer records from an Excel Online spreadsheet, generates a personalized message including a discount code, and triggers a VAPI phone call that delivers the message in a natural AI voice — all orchestrated through Microsoft Copilot Studio without writing code.
The Copilot Studio flow uses a manual trigger (swappable for a scheduled trigger for production), pulls customer data from Excel Online filtering for rows marked as ‘not called,’ and constructs a personalized greeting. The outbound call is triggered by hitting the VAPI API with a POST request containing the assistant ID, phone number ID, and the first message the AI voice agent should speak. Nyarko explains where to find each of these identifiers in the VAPI dashboard and how to structure the JSON request body with correct authorization headers.
A key practical detail covered is the call status update loop: after each call completes, the workflow writes back to the Excel spreadsheet to mark the customer as called, preventing duplicate outreach. Nyarko also discusses why Excel Online is a pragmatic CRM choice for teams already in the Microsoft ecosystem, and how the same pattern could be adapted for HubSpot, GoHighLevel, or any CRM accessible via API.
📺 Source: Stephanie Nyarko · Published December 06, 2025
🏷️ Format: Hands On Build
