# Multi-channel campaign messaging with OpenAI and Salesforce: n8n workflow

> Started by a clock, and works across Email, Salesforce and Twilio. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/multi-channel-campaign-messaging-with-openai-and-salesforce (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmulti-channel-campaign-messaging-with-openai-and-salesforce)

**9 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 1 Logic 1 Service 6

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

- 1 **Schedule Trigger** Schedule trigger *Starts it*
- 2 **Fetch Campaign** Salesforce *Service*
- 3 **Fetch Campaign Members** Salesforce *Service*
- 4 **OpenAI** Open Ai *Model*
- 5 **Communication Method Switch** Switch *Logic*
- 6 **Send SMS** Twilio *Service*
- 7 **Send Email** Email Send *Service*
- 8 **Send Whatsapp** Twilio *Service*
- 9 **HTTP Request** Http Request *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fmulti-channel-campaign-messaging-with-openai-and-salesforce)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)[Twilio](https://millionrounds.com/workflows?service=Twilio#library)

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Also crm, with the same services where possible, closest in size first.

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