# Send AI-personalized deal follow-ups from Zoho CRM with Slack: n8n workflow

> Started by a clock, and works across Gmail, Slack and WhatsApp. It hands the judgement calls to Gemini.

Source: https://millionrounds.com/workflow/send-ai-personalized-deal-follow-ups-from-zoho-crm-with-slac (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)

# 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.

Medium Calls a model: Gemini

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-ai-personalized-deal-follow-ups-from-zoho-crm-with-slac)

**15 steps** Medium: a working afternoon

**2** Branches: places the flow splits

**0** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 3 Logic 5 Service 6

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

- 1 **Daily Follow-up Scan Trigger** Cron *Starts it*
- 2 **AI Model (Gemini)** Lm Chat Google Gemini *Model*
- 3 **Parse AI Response (Structured JSON)** Output Parser Structured *Model*
- 4 **Set Inactivity Cutoff Window** Set *Logic*
- 5 **Generate Personalized Follow-up (AI)** Chain Llm *Model*
- 6 **Fetch Active Deals from Zoho CRM** Zoho Crm *Service*
- 7 **Decision Engine** Code *Logic*
- 8 **Evaluate Follow-up Eligibility** Code *Logic*
- 9 **Channel Routing** Switch *Logic*
- 10 **Is Follow-up Due?** If *Logic*
- 11 **Send follow-up email** Gmail *Service*
- 12 **Send Slack follow-up** Slack *Service*
- 13 **Send WhatsApp Follow-up** Whats App *Service*
- 14 **Create CRM Follow-up Task** Http Request *Service*
- 15 **Update Deal Follow-up Status** Zoho Crm *Service*

## 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.

## 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%2Fsend-ai-personalized-deal-follow-ups-from-zoho-crm-with-slac)
- **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.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Slack](https://millionrounds.com/workflows?service=Slack#library)[WhatsApp](https://millionrounds.com/workflows?service=WhatsApp#library)

## Workflows like it

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

- [**Analyze Slack pipeline attachments with E2B and OpenAI** 15 steps · calls a model · Slack](https://millionrounds.com/workflow/analyze-slack-pipeline-attachments-with-e2b-and-openai)
- [**Analyze real estate RSS deals with Groq and Google Sheets** 15 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-real-estate-rss-deals-with-groq-and-google-sheets)
- [**Analyze weekly Fireflies sales calls with OpenAI** 15 steps · calls a model · Google Sheets, Slack](https://millionrounds.com/workflow/analyze-weekly-fireflies-sales-calls-with-openai)
- [**Auto-generate sales presentations from Claap calls with OpenAI** 15 steps · calls a model · HubSpot, Slack](https://millionrounds.com/workflow/auto-generate-sales-presentations-from-claap-calls-with-open)
- [**Automate Client Onboarding with Google Drive and Slack** 15 steps · calls a model · Gmail, GoHighLevel](https://millionrounds.com/workflow/automate-client-onboarding-with-google-drive-and-slack)
- [**Flight deal analyzer with OpenAI and Google Flights** 15 steps · calls a model · Slack, WordPress](https://millionrounds.com/workflow/flight-deal-analyzer-with-openai-and-google-flights)