# Score Salesforce playbook compliance with Google Sheets: n8n workflow

> Started by an event in a connected app, and works across Google Sheets, Salesforce and Slack. It hands the judgement calls to Gemini.

Source: https://millionrounds.com/workflow/score-salesforce-playbook-compliance-with-google-sheets (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# 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.

Medium Calls a model: Gemini

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fscore-salesforce-playbook-compliance-with-google-sheets)

**16 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**1** Loop or waits

**3** Services it connects to

## The flow

Starts it 1 Model 1 Logic 9 Service 5

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

- 1 **Start Workflow** Manual trigger *Starts it*
- 2 **Load Opportunities from Sheet** Google Sheets *Service*
- 3 **Process Each Opportunity** Split In Batches *Logic*
- 4 **Fetch Opportunity from Salesforce** Salesforce *Service*
- 5 **Define Playbook Rules** Set *Logic*
- 6 **Merge Opportunity and Rules** Merge *Logic*
- 7 **Check Meeting Requirement** If *Logic*
- 8 **Evaluate Compliance** Google Gemini *Model*
- 9 **Auto-Flag Low Meeting Case** Set *Logic*
- 10 **Clean AI Response** Code *Logic*
- 11 **Calculate Final Compliance** Code *Logic*
- 12 **Update Salesforce Compliance Fields** Salesforce *Service*
- 13 **Check High Risk Deals** If *Logic*
- 14 **Send Slack Alert** Slack *Service*
- 15 **Mark Opportunity as Compliant** Set *Logic*
- 16 **Log Results to Sheet** Google Sheets *Service*

## 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.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fscore-salesforce-playbook-compliance-with-google-sheets)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

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- [**Analyze lost HubSpot deals and generate revival strategies** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-lost-hubspot-deals-and-generate-revival-strategies)
- [**Analyze sales call objections with Fireflies and OpenAI** 16 steps · calls a model · Google Drive, Slack](https://millionrounds.com/workflow/analyze-sales-call-objections-with-fireflies-and-openai)
- [**Forecast sales trends and weekly reports with Stripe** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/forecast-sales-trends-and-weekly-reports-with-stripe)
- [**Generate sales deal follow-up actions from GoHighLevel** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-sales-deal-follow-up-actions-from-gohighlevel)
- [**QBR Auto-Prep: AI-Generated Quarterly Business Review Decks** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/qbr-auto-prep-ai-generated-quarterly-business-review-decks)