Automation library · CRM

Automate stale deal follow-ups in Salesforce with OpenAI

Started by a clock, and works across Email, Salesforce and Slack. It hands the judgement calls to OpenAI. 10 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAI

10 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 1Logic 2Service 6

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2query_soqlHttp Request ToolService
  3. 3Edit FieldsSetLogic
  4. 4Message a modelOpen AiModel
  5. 5Perform a querySalesforceService
  6. 6Parse JSONCodeLogic
  7. 7Get an opportunitySalesforceService
  8. 8Send Email SMTP CustomerEmail SendService
  9. 9Create TaskHttp RequestService
  10. 10Send Message To Internal TeamSlackService

How it's built

Starts on
A clock
Steps
10
Size
Medium: a working afternoon
Connects to
Email, Salesforce, Slack
Model
OpenAI

Questions

What does it need to run?

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

What starts it?

It starts on a clock.

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?

Plan an afternoon. 10 steps is enough that you should read each one before running it.

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 10 steps before you point it at anything that matters.