Automation library · Lead generation

Balance VIP outreach with Salesforce and Slack

Started by a clock, and works across Salesforce and Slack. It hands the judgement calls to Groq. 17 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: Groq

Download free
17 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
2Services it connects to

The flow

Starts it 1Model 4Logic 4Service 8

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

  1. 1Groq Chat ModelLm Chat GroqModel
  2. 2Groq Chat Model1Lm Chat GroqModel
  3. 3Daily 8AM SyncSchedule triggerStarts it
  4. 4AI: Generate VIP StrategyAgentModel
  5. 5AI: Generate Cool-down PlanAgentModel
  6. 6SF: Fetch Account DataSalesforceService
  7. 7SF: Create Rescue TaskSalesforceService
  8. 8Slack: Saturated Client UpdateSlackService
  9. 9Edit FieldsSetLogic
  10. 10Slack: Strategy AlertSlackService
  11. 11SF: Log Final Audit ResultSalesforceService
  12. 12Logic: Tier & Health RouterSwitchLogic
  13. 13Wait: 24h Completion WindowWaitLogic
  14. 14SF: Audit Task StatusSalesforceService
  15. 15Check: Is Task Finished?IfLogic
  16. 16Slack: Success ConfirmationSlackService
  17. 17Slack: Management EscalationSlackService

How it's built

Starts on
A clock
Steps
17, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Salesforce, Slack
Model
Groq

Questions

What does it need to run?

An n8n account, plus your own Salesforce and Slack accounts, and a key for Groq. 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 Groq. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 17 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 17 steps before you point it at anything that matters.