Automation library · CRM

Resilient AI Opportunity Scoring Engine with Salesforce

Started by an event in a connected app, and works across Postgres and Salesforce. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 9 steps: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

9 stepsMedium: a working afternoon
0Branches: places the flow splits
0Loops or waits
2Services it connects to

The flow

Starts it 1Model 5Service 3

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

  1. 1Salesforce TriggerSalesforce triggerStarts it
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3Postgres Chat MemoryMemory Postgres ChatModel
  4. 4Structured Output ParserOutput Parser StructuredModel
  5. 5Enrich with ZoomInfoHttp RequestService
  6. 6AI Opportunity AnalystAgentModel
  7. 7Auto-fixing Output ParserOutput Parser AutofixingModel
  8. 8Update lead scoreSalesforceService
  9. 9Register analysisPostgresService

How it's built

Starts on
An event in a connected app
Steps
9
Size
Medium: a working afternoon
Connects to
Postgres, Salesforce
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, plus your own Postgres and Salesforce 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. Its answers draw on documents you give it, not on the model alone. 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.