The flow
Starts it 1Model 1Logic 8Service 4
The steps in the order they run, from what starts it.
- 1Start Deal Risk AnalysisManual triggerStarts it
- 2Fetch Open OpportunitiesSalesforceService
- 3Fetch Recent Activities (Last 30 Days)SalesforceService
- 4Map Opportunities with ActivitiesMergeLogic
- 5Build Deal Context for Risk AnalysisCodeLogic
- 6Loop Over OpportunitiesSplit In BatchesLogic
- 7Filter: High Probability & Active DealsIfLogic
- 8Prevent API OverloadWaitLogic
- 9Predict Deal Escalation RiskGoogle GeminiModel
- 10Clean & Validate AI ResponseCodeLogic
- 11Check Risk levelIfLogic
- 12Update High Risk Deal FlagSalesforceService
- 13Format Slack Alert MessageSetLogic
- 14Notify High Risk DealSlackService
How it's built
- Starts on
- An event in a connected app
- Steps
- 14, with 2 branches, 2 loops or waits
- Size
- Medium: a working afternoon
- Connects to
- Salesforce, Slack
- Model
- Gemini
Questions
What does it need to run?
An n8n account, plus your own Salesforce and Slack 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. 14 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 14 steps before you point it at anything that matters.