# Analyze and route Salesforce leads with OpenAI: n8n workflow

> Runs on demand, and works across Gmail, Google Sheets, Salesforce and Slack. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/analyze-and-route-salesforce-leads-with-openai (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Lead generation](https://millionrounds.com/workflows?category=Lead+generation#library)

# 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.

Small Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-and-route-salesforce-leads-with-openai)

**7 steps** Small: readable in one sitting

**1** Branch: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Model 1 Logic 1 Service 5

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

- 1 **Slack: Error Notification** Slack *Service*
- 2 **Salesforce Lead Trigger** Salesforce *Service*
- 3 **AI Strategy Generator** Open Ai *Model*
- 4 **Log to Google Sheets** Google Sheets *Service*
- 5 **Is Priority Lead?** If *Logic*
- 6 **Slack: Urgent Alert** Slack *Service*
- 7 **Gmail: Save Draft** Gmail *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fanalyze-and-route-salesforce-leads-with-openai)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also lead generation, with the same services where possible, closest in size first.

- [**AI Cold Email Automation with Google Sheets and Gmail** 7 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-cold-email-automation-with-google-sheets-and-gmail)
- [**AI data enrichment pipeline for contacts and companies** 7 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/ai-data-enrichment-pipeline-for-contacts-and-companies)
- [**AI-drafted reply notifications** 7 steps · calls a model · Gmail](https://millionrounds.com/workflow/ai-drafted-reply-notifications)
- [**AI-generated account briefs with MadKudu and OpenAI** 7 steps · calls a model · Salesforce](https://millionrounds.com/workflow/ai-generated-account-briefs-with-madkudu-and-openai)
- [**AI-powered lead scoring & personalized responses with JotForm** 7 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/ai-powered-lead-scoring-and-personalized-responses-with-jotf)
- [**AI-powered lead scoring with Salesforce and Slack** 7 steps · calls a model · Slack](https://millionrounds.com/workflow/ai-powered-lead-scoring-with-salesforce-and-slack)