Automation library · CRM

Score Salesforce playbook compliance with Google Sheets

Started by an event in a connected app, and works across Google Sheets, Salesforce and Slack. It hands the judgement calls to Gemini. 16 steps, 2 branches, 1 loop or waits: a working afternoon to understand properly.

MediumCalls a model: Gemini

Download free
16 stepsMedium: a working afternoon
2Branches: places the flow splits
1Loop or waits
3Services it connects to

The flow

Starts it 1Model 1Logic 9Service 5

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

  1. 1Start WorkflowManual triggerStarts it
  2. 2Load Opportunities from SheetGoogle SheetsService
  3. 3Process Each OpportunitySplit In BatchesLogic
  4. 4Fetch Opportunity from SalesforceSalesforceService
  5. 5Define Playbook RulesSetLogic
  6. 6Merge Opportunity and RulesMergeLogic
  7. 7Check Meeting RequirementIfLogic
  8. 8Evaluate ComplianceGoogle GeminiModel
  9. 9Auto-Flag Low Meeting CaseSetLogic
  10. 10Clean AI ResponseCodeLogic
  11. 11Calculate Final ComplianceCodeLogic
  12. 12Update Salesforce Compliance FieldsSalesforceService
  13. 13Check High Risk DealsIfLogic
  14. 14Send Slack AlertSlackService
  15. 15Mark Opportunity as CompliantSetLogic
  16. 16Log Results to SheetGoogle SheetsService

How it's built

Starts on
An event in a connected app
Steps
16, with 2 branches, 1 loop or waits
Size
Medium: a working afternoon
Connects to
Google Sheets, Salesforce, Slack
Model
Gemini

Questions

What does it need to run?

An n8n account, plus your own Google Sheets, 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. 16 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 16 steps before you point it at anything that matters.