# Turn webinar recordings into Salesforce follow-up emails: n8n workflow

> Started by someone submitting a form, and works across Gmail, Google Sheets and Salesforce. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/turn-webinar-recordings-into-salesforce-follow-up-emails (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)

# 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.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fturn-webinar-recordings-into-salesforce-follow-up-emails)

**14 steps** Medium: a working afternoon

**1** Branch: places the flow splits

**2** Loops or waits

**3** Services it connects to

## The flow

Starts it 1 Model 2 Logic 5 Service 6

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

- 1 **1. Form, Webinar URL + Details** Form trigger *Starts it*
- 2 **10. OpenAI, GPT-4o-mini Model** Lm Chat Open Ai *Model*
- 3 **2. WayinVideo, Submit Summarization** Http Request *Service*
- 4 **9. AI Agent, Write Personalized Email** Agent *Model*
- 5 **3. Wait, 90 Seconds** Wait *Logic*
- 6 **11. Code, Parse Email Output** Code *Logic*
- 7 **4. WayinVideo, Get Summary Results** Http Request *Service*
- 8 **12. Gmail, Send Follow-Up Email** Gmail *Service*
- 9 **5. IF, Summary Complete?** If *Logic*
- 10 **13. Salesforce, Log Email as Activity** Salesforce *Service*
- 11 **7. Code, Extract Summary Data** Code *Logic*
- 12 **6. Wait, 30 Seconds Retry** Wait *Logic*
- 13 **14. Google Sheets, Log Follow-Up** Google Sheets *Service*
- 14 **8. Salesforce, Query Registered Leads** Salesforce *Service*

## 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.

## 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%2Fturn-webinar-recordings-into-salesforce-follow-up-emails)
- **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)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Salesforce](https://millionrounds.com/workflows?service=Salesforce#library)

## Workflows like it

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

- [**AI UAT feedback triage noise handling + follow-up with Slack** 14 steps · calls a model · Gmail, Notion](https://millionrounds.com/workflow/ai-uat-feedback-triage-noise-handling-follow-up-with-slack)
- [**AI web researcher for sales with OpenAI and Google Sheets** 14 steps · calls a model · Google Sheets](https://millionrounds.com/workflow/ai-web-researcher-for-sales-with-openai-and-google-sheets)
- [**Analyze sales deal outcomes with Azure OpenAI** 14 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/analyze-sales-deal-outcomes-with-azure-openai)
- [**Auto-generate competitive battle cards from websites** 14 steps · calls a model · Gmail](https://millionrounds.com/workflow/auto-generate-competitive-battle-cards-from-websites)
- [**Auto-reel generator Telegram AI Kie.AI YouTube pipeline** 14 steps · calls a model · Google Sheets, Telegram](https://millionrounds.com/workflow/auto-reel-generator-telegram-ai-kie-ai-youtube-pipeline)
- [**SaaS creators from HubSpot with Gmail and SendGrid** 14 steps · calls a model · Gmail, HubSpot](https://millionrounds.com/workflow/saas-creators-from-hubspot-with-gmail-and-sendgrid)