Automation library · CRM

Multi-channel campaign messaging with OpenAI and Salesforce

Started by a clock, and works across Email, Salesforce and Twilio. It hands the judgement calls to OpenAI. 9 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAI

9 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 1Logic 1Service 6

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

  1. 1Schedule TriggerSchedule triggerStarts it
  2. 2Fetch CampaignSalesforceService
  3. 3Fetch Campaign MembersSalesforceService
  4. 4OpenAIOpen AiModel
  5. 5Communication Method SwitchSwitchLogic
  6. 6Send SMSTwilioService
  7. 7Send EmailEmail SendService
  8. 8Send WhatsappTwilioService
  9. 9HTTP RequestHttp RequestService

How it's built

Starts on
A clock
Steps
9, with 1 branch
Size
Medium: a working afternoon
Connects to
Email, Salesforce, Twilio
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Email, Salesforce and Twilio accounts, and a key for OpenAI. 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 OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 9 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 9 steps before you point it at anything that matters.