# Compare proposals and analyze gaps for Salesforce CRM: n8n workflow

> 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.

Source: https://millionrounds.com/workflow/compare-proposals-and-analyze-gaps-for-salesforce-crm (Millionrounds; every figure on the page links to its filing or article)

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

# 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.

Medium Calls a model: Groq

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcompare-proposals-and-analyze-gaps-for-salesforce-crm)

**13 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**1** Loop or waits

**4** Services it connects to

## The flow

Starts it 1 Model 2 Logic 5 Service 5

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

- 1 **Groq Chat Model** Lm Chat Groq *Model*
- 2 **New Proposal Upload Trigger** Google Drive trigger *Starts it*
- 3 **AI Proposal Gap Analyzer** Agent *Model*
- 4 **Download Proposal** Google Drive *Service*
- 5 **Get Winning Proposal Data (Knowledge Base)** Google Sheets *Service*
- 6 **Format Analysis Output** Set *Logic*
- 7 **Read Proposal Text** Extract From File *Service*
- 8 **Combine Proposal Data** Merge *Logic*
- 9 **Prepare Final Output** Merge *Logic*
- 10 **Save Insights to Salesforce** Salesforce *Service*
- 11 **Extract Client Info** Code *Logic*
- 12 **Wait for Save** Wait *Logic*
- 13 **Send Notification to Slack** Slack *Service*

## 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.

## 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%2Fcompare-proposals-and-analyze-gaps-for-salesforce-crm)
- **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.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#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 money admin, with the same services where possible, closest in size first.

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- [**Recommend Salesforce quote pricing with Google Sheets and Groq** 13 steps · calls a model · Google Sheets, Salesforce](https://millionrounds.com/workflow/recommend-salesforce-quote-pricing-with-google-sheets-and-gr)
- [**Recover overdue invoices with OpenAI and Gmail** 13 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/recover-overdue-invoices-with-openai-and-gmail-2)
- [**Recover overdue invoices with OpenAI and Gmail** 13 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/recover-overdue-invoices-with-openai-and-gmail)