The flow
Starts it 1Model 3Logic 9Service 6
The steps in the order they run, from what starts it.
- 1Start WorkflowSchedule triggerStarts it
- 2LLM ModelLm Chat GroqModel
- 3AI Output SchemaOutput Parser StructuredModel
- 4Get userSalesforceService
- 5Generate AI Coaching InsightsChain LlmModel
- 6Get Opportunity MetadataSalesforceService
- 7Merge AI Output + Chart URLMergeLogic
- 8Fetch OpportunitiesSalesforceService
- 9Flatten AI OutputCodeLogic
- 10Build Opportunity ID ListCodeLogic
- 11Merge Opportunities + ActivitiesMergeLogic
- 12Prepare Email Report FieldsSetLogic
- 13Fetch Tasks for OpportunitiesSalesforceService
- 14Fetch Events for OpportunitiesSalesforceService
- 15Compute Opportunity Activity MetricsCodeLogic
- 16Send Weekly Coaching EmailGmailService
- 17Merge Tasks + EventsMergeLogic
- 18Aggregate Metrics Per Sales RepCodeLogic
- 19Generate Performance Chart URLCodeLogic
How it's built
- Starts on
- A clock
- Steps
- 19
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Salesforce
- Model
- Groq
Questions
What does it need to run?
An n8n account, plus your own Gmail and Salesforce accounts, and a key for Groq. 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 Groq. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 19 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.
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 19 steps before you point it at anything that matters.