Automation library · CRM

Turn webinar recordings into Salesforce follow-up emails

Started by someone submitting a form, and works across Gmail, Google Sheets and Salesforce. It hands the judgement calls to OpenAI. 14 steps, 1 branch, 2 loops or waits: a working afternoon to understand properly.

MediumCalls a model: OpenAI

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14 stepsMedium: a working afternoon
1Branch: places the flow splits
2Loops or waits
3Services it connects to

The flow

Starts it 1Model 2Logic 5Service 6

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

  1. 11. Form, Webinar URL + DetailsForm triggerStarts it
  2. 210. OpenAI, GPT-4o-mini ModelLm Chat Open AiModel
  3. 32. WayinVideo, Submit SummarizationHttp RequestService
  4. 49. AI Agent, Write Personalized EmailAgentModel
  5. 53. Wait, 90 SecondsWaitLogic
  6. 611. Code, Parse Email OutputCodeLogic
  7. 74. WayinVideo, Get Summary ResultsHttp RequestService
  8. 812. Gmail, Send Follow-Up EmailGmailService
  9. 95. IF, Summary Complete?IfLogic
  10. 1013. Salesforce, Log Email as ActivitySalesforceService
  11. 117. Code, Extract Summary DataCodeLogic
  12. 126. Wait, 30 Seconds RetryWaitLogic
  13. 1314. Google Sheets, Log Follow-UpGoogle SheetsService
  14. 148. Salesforce, Query Registered LeadsSalesforceService

How it's built

Starts on
Someone submitting a form
Steps
14, with 1 branch, 2 loops or waits
Size
Medium: a working afternoon
Connects to
Gmail, Google Sheets, Salesforce
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets and Salesforce accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone submitting a form.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 14 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 14 steps before you point it at anything that matters.