Automation library · Lead generation

Analyze and route Salesforce leads with OpenAI

Runs on demand, and works across Gmail, Google Sheets, Salesforce and Slack. It hands the judgement calls to OpenAI. 7 steps, 1 branch: small enough to read in one sitting and change without fear.

SmallCalls a model: OpenAI

7 stepsSmall: readable in one sitting
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Model 1Logic 1Service 5

The steps in the order they run, from what starts it.

  1. 1Slack: Error NotificationSlackService
  2. 2Salesforce Lead TriggerSalesforceService
  3. 3AI Strategy GeneratorOpen AiModel
  4. 4Log to Google SheetsGoogle SheetsService
  5. 5Is Priority Lead?IfLogic
  6. 6Slack: Urgent AlertSlackService
  7. 7Gmail: Save DraftGmailService

How it's built

Starts on
Nothing automatic; you run it
Steps
7, with 1 branch
Size
Small: readable in one sitting
Connects to
Gmail, Google Sheets, Salesforce, Slack
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, Salesforce and Slack accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

Nothing starts it automatically. You run it by hand.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Not long. At 7 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 7 steps before you point it at anything that matters.