The flow
Starts it 1Model 1Logic 5Service 4
The steps in the order they run, from what starts it.
- 1Opportunity Update TriggerSalesforce triggerStarts it
- 2Compute Deal MetricsCodeLogic
- 3Fetch Available ResourcesGoogle SheetsService
- 4Merge Opportunity + ResourcesMergeLogic
- 5Aggregate Resource PoolCodeLogic
- 6Normalize Opportunity FieldsSetLogic
- 7AI Resource Allocation EngineOpen AiModel
- 8Parse AI RecommendationCodeLogic
- 9Create Salesforce TaskSalesforceService
- 10Update Opportunity with RecommendationsSalesforceService
- 11Send Slack NotificationSlackService
How it's built
- Starts on
- An event in a connected app
- Steps
- 11
- Size
- Medium: a working afternoon
- Connects to
- Google Sheets, Salesforce, Slack
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Google Sheets, Salesforce and Slack accounts, and a key for OpenAI. 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 OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 11 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 11 steps before you point it at anything that matters.