The flow
Starts it 1Model 5Service 3
The steps in the order they run, from what starts it.
- 1Salesforce TriggerSalesforce triggerStarts it
- 2OpenAI Chat ModelLm Chat Open AiModel
- 3Postgres Chat MemoryMemory Postgres ChatModel
- 4Structured Output ParserOutput Parser StructuredModel
- 5Enrich with ZoomInfoHttp RequestService
- 6AI Opportunity AnalystAgentModel
- 7Auto-fixing Output ParserOutput Parser AutofixingModel
- 8Update lead scoreSalesforceService
- 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 itNothing 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.