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Synthflow AI · Excel Guide

Trigger Bulk Synthflow Outbound Calls From an Excel Workbook Lead List

May 13, 2026
4 min read
See the Google Sheets version →

The Scenario

You are a sales ops manager. The new outbound campaign drops tomorrow morning. You have 50 warm leads in an Excel workbook, one per row in the Lead List tab, with columns for customer name and phone number.

Every one of them needs a Synthflow AI voice call before the campaign officially opens. You want the call IDs logged back into the workbook so you can track follow-up in Excel.

The bad version of this afternoon:

  • You find the Synthflow API docs to locate the trigger endpoint
  • You write a Power Automate flow to loop through the workbook rows
  • Testing works on 3 rows
  • You run it on all 50 and half fail because the phone number column is not in E.164 format
  • You manually figure out which rows succeeded and which did not
  • The campaign drops with 28 of 50 leads triggered, no clean audit trail in the workbook.

The fast version is one prompt and you come back to a full column of call IDs.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that handles the loop, the rate limiting, and the write-back, so you do not have to build or debug a Power Automate flow.

Open the SheetXAI sidebar and type:

Read the 'Call List' tab and trigger a Synthflow voice call for each row using the PhoneNumber column and the CustomerName column with agent ID [MODEL_ID]. Write the returned call ID into the CallID column for each row.

SheetXAI iterates through all 50 rows in the Call List tab, triggers each Synthflow call, and writes the call IDs back into the CallID column as they return. When it finishes, every row has either a call ID or an error flag.

What You Get

A completed workbook with 50 call IDs in the CallID column:

  • CustomerName column — unchanged
  • PhoneNumber column — unchanged
  • CallID column — returned Synthflow call ID, or an error flag for any row that failed

Every success and every failure is documented in the workbook, not buried in a Power Automate run history. If 3 rows failed, you see exactly which 3 and you fix just those rows.

What If the Data Is Not Quite Ready

Lead workbooks are rarely perfectly formatted. SheetXAI handles cleanup and the trigger pass in the same prompt.

When phone numbers have inconsistent formatting

Some numbers have country codes, some do not. Some use dashes, some use dots.

Normalize all phone numbers in the PhoneNumber column of the Call List tab to E.164 format, adding the +1 country code where missing. Then trigger a Synthflow voice call for each row and write the returned call ID into the CallID column.

When some rows are already called

You triggered 20 calls last week and the CallID column is partially filled. You only want to call the remaining 30.

Skip any row in the Call List tab where the CallID column already has a value. For all other rows, trigger a Synthflow call using PhoneNumber and CustomerName, and write the returned call ID into the CallID column.

When you want to add a custom intro variable per lead

Different leads get a slightly different opening based on the tier in the TierCode column.

For rows where TierCode says "Enterprise," use the enterprise Synthflow call script. For all other rows, use the standard script. Trigger a call for each row and write the returned call ID into the CallID column.

When you need to confirm call status after triggering

You triggered all 50 calls but want to verify which ones actually connected before the campaign officially opens.

For each call ID in the CallID column, fetch the Synthflow call status and write it into the CallStatus column. Flag any calls where the status is not "completed" or "in-progress" so the team can manually review them.

The pattern: the per-row trigger loop is a prompt, not a flow. Fifty rows, one instruction, full write-back into the workbook.

Try It

Get the 7-day free trial of SheetXAI and open a workbook with phone numbers in a column, then ask it to trigger Synthflow calls for each row. The Synthflow integration is included in every plan. For a related workflow, see how to bulk-import contacts into Synthflow from Excel or the Synthflow AI in Excel overview.

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