Automation library · CRM

Detect and escalate Salesforce bottlenecks with Gemini

Started by a clock, and works across Gmail, Google Sheets, Salesforce and Slack. It hands the judgement calls to Gemini. 17 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: Gemini

Download free
17 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
4Services it connects to

The flow

Starts it 1Model 2Logic 8Service 6

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

  1. 1Daily Bottleneck CheckSchedule triggerStarts it
  2. 2Google Gemini Chat ModelLm Chat Google GeminiModel
  3. 3Fetch Opportunity Tasks (SOQL)SalesforceService
  4. 4Fetch Open OpportunitiesSalesforceService
  5. 5Generate Bottleneck Summary (AI)Chain LlmModel
  6. 6Merge Opportunities with TasksMergeLogic
  7. 7Parse AI OutputCodeLogic
  8. 8Detect Bottlenecks and SLA BreachesCodeLogic
  9. 9Merge Bottleneck Data with AI OutputMergeLogic
  10. 10Check Bottleneck FoundIfLogic
  11. 11Prepare Notification and Update FieldsSetLogic
  12. 12Prepare Bottleneck FieldsSetLogic
  13. 13No Bottleneck FoundNo OpLogic
  14. 14Send Slack Bottleneck AlertSlackService
  15. 15Update Opportunity with Bottleneck InfoSalesforceService
  16. 16Send Bottleneck Email AlertGmailService
  17. 17Log Bottleneck Audit RowGoogle SheetsService

How it's built

Starts on
A clock
Steps
17, with 1 branch
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Salesforce, Slack
Model
Gemini

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, Salesforce and Slack accounts, and a key for Gemini. 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 Gemini. 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.