Automation library · CRM

Send AI-personalized deal follow-ups from Zoho CRM with Slack

Started by a clock, and works across Gmail, Slack and WhatsApp. It hands the judgement calls to Gemini. 15 steps, 2 branches: a working afternoon to understand properly.

MediumCalls a model: Gemini

Download free
15 stepsMedium: a working afternoon
2Branches: places the flow splits
0Loops or waits
3Services it connects to

The flow

Starts it 1Model 3Logic 5Service 6

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

  1. 1Daily Follow-up Scan TriggerCronStarts it
  2. 2AI Model (Gemini)Lm Chat Google GeminiModel
  3. 3Parse AI Response (Structured JSON)Output Parser StructuredModel
  4. 4Set Inactivity Cutoff WindowSetLogic
  5. 5Generate Personalized Follow-up (AI)Chain LlmModel
  6. 6Fetch Active Deals from Zoho CRMZoho CrmService
  7. 7Decision EngineCodeLogic
  8. 8Evaluate Follow-up EligibilityCodeLogic
  9. 9Channel RoutingSwitchLogic
  10. 10Is Follow-up Due?IfLogic
  11. 11Send follow-up emailGmailService
  12. 12Send Slack follow-upSlackService
  13. 13Send WhatsApp Follow-upWhats AppService
  14. 14Create CRM Follow-up TaskHttp RequestService
  15. 15Update Deal Follow-up StatusZoho CrmService

How it's built

Starts on
A clock
Steps
15, with 2 branches
Size
Medium: a working afternoon
Connects to
Gmail, Slack, WhatsApp
Model
Gemini

Questions

What does it need to run?

An n8n account, plus your own Gmail, Slack and WhatsApp accounts, and a key for Gemini. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

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. 15 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 15 steps before you point it at anything that matters.