Automation library · CRM

Detect revenue leakage with Salesforce and Google Sheets

Started by an event in a connected app, and works across Google Sheets, Salesforce and Slack. It hands the judgement calls to Gemini. 12 steps, 1 branch, 2 loops or waits: a working afternoon to understand properly.

MediumCalls a model: Gemini

12 stepsMedium: a working afternoon
1Branch: places the flow splits
2Loops or waits
3Services it connects to

The flow

Starts it 1Model 1Logic 6Service 4

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

  1. 1Start Manual Revenue AuditManual triggerStarts it
  2. 2Fetch Salesforce OpportunitiesSalesforceService
  3. 3Iterate OpportunitiesSplit In BatchesLogic
  4. 4API Rate Limit DelayWaitLogic
  5. 5Lookup Billing RecordGoogle SheetsService
  6. 6Compare Revenue TotalsCodeLogic
  7. 7Analyze Revenue GapGoogle GeminiModel
  8. 8Format AI ResultsSetLogic
  9. 9Inconsistency Found?1IfLogic
  10. 10Prepare Slack MessageCodeLogic
  11. 11Alert Revenue GapSlackService
  12. 12Flag Audit DiscrepancySalesforceService

How it's built

Starts on
An event in a connected app
Steps
12, with 1 branch, 2 loops or waits
Size
Medium: a working afternoon
Connects to
Google Sheets, Salesforce, Slack
Model
Gemini

Questions

What does it need to run?

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

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. 12 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 12 steps before you point it at anything that matters.