Automation library · Money admin

Compare proposals and analyze gaps for Salesforce CRM

Started by an event in a connected app, and works across Google Drive, Google Sheets, Salesforce and Slack. It hands the judgement calls to Groq. 13 steps, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: Groq

13 stepsMedium: a working afternoon
0Branches: places the flow splits
1Loop or waits
4Services it connects to

The flow

Starts it 1Model 2Logic 5Service 5

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

  1. 1Groq Chat ModelLm Chat GroqModel
  2. 2New Proposal Upload TriggerGoogle Drive triggerStarts it
  3. 3AI Proposal Gap AnalyzerAgentModel
  4. 4Download ProposalGoogle DriveService
  5. 5Get Winning Proposal Data (Knowledge Base)Google SheetsService
  6. 6Format Analysis OutputSetLogic
  7. 7Read Proposal TextExtract From FileService
  8. 8Combine Proposal DataMergeLogic
  9. 9Prepare Final OutputMergeLogic
  10. 10Save Insights to SalesforceSalesforceService
  11. 11Extract Client InfoCodeLogic
  12. 12Wait for SaveWaitLogic
  13. 13Send Notification to SlackSlackService

How it's built

Starts on
An event in a connected app
Steps
13, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Google Drive, Google Sheets, Salesforce, Slack
Model
Groq

Questions

What does it need to run?

An n8n account, plus your own Google Drive, Google Sheets, 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 an event in a connected app.

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. 13 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 13 steps before you point it at anything that matters.