The flow
Starts it 2Model 2Logic 9Service 5
The steps in the order they run, from what starts it.
- 1Opportunity CreatedSalesforce triggerStarts it
- 2Opportunity UpdatedSalesforce triggerStarts it
- 3Process Each OpportunitySplit In BatchesLogic
- 4Get Opportunity DetailsSalesforceService
- 5Competitor Present & Not ProcessedIfLogic
- 6Fetch Account Opportunity HistorySalesforceService
- 7Fetch Competitor IntelligenceGoogle SheetsService
- 8Account OpportunitiesAggregateLogic
- 9History + Competitor DataMergeLogic
- 10Account History SummaryCodeLogic
- 11AI Input PayloadSetLogic
- 12Competitive Analysis (Current Deal)Google GeminiModel
- 13Counter Strategy GeneratorGoogle GeminiModel
- 14Competitive Risk ScoreCodeLogic
- 15Strategy Notes & StatusSetLogic
- 16Update Opportunity (Strategy & Status)SalesforceService
- 17Send Analysis EmailGmailService
- 18Control Execution CycleWaitLogic
How it's built
- Starts on
- An event in a connected app
- Steps
- 18, with 1 branch, 2 loops or waits
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Google Sheets, Salesforce
- Model
- Gemini
Questions
What does it need to run?
An n8n account, plus your own Gmail, Google Sheets and Salesforce 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. 18 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.
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 18 steps before you point it at anything that matters.