The flow
Starts it 1Model 2Logic 6Service 4
The steps in the order they run, from what starts it.
- 1Execute every day - 10AMSchedule triggerStarts it
- 2GeminiLm Chat Google GeminiModel
- 3SlackSlack ToolService
- 4Update an opportunity in SalesforceSalesforce ToolService
- 5Fetch all opportunitiesSalesforceService
- 6Next step update - AgentAgentModel
- 7Reverse opportunitiesCodeLogic
- 8Get & update next step in batch of 1Split In BatchesLogic
- 9Fetch opportunity data in batch of 10Split In BatchesLogic
- 10Get required fieldsSetLogic
- 11Get an opportunity dataSalesforceService
- 12Get the open opportunitiesFilterLogic
- 13Create Prompt for each opportunityCodeLogic
How it's built
- Starts on
- A clock
- Steps
- 13, 2 loops or waits
- Size
- Medium: a working afternoon
- Connects to
- Salesforce
- Model
- Gemini
Questions
What does it need to run?
An n8n account, plus your own Salesforce account, 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. 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.
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.