Automate stale deal follow-ups in Salesforce with GPT-5.1, email, Slack & tasks
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This AI workflow has 10 nodes and runs on a schedule (every day at 08:00). Along the way it connects Salesforce, OpenAI, HTTP Request and Slack.
How it runs
Trigger: On a schedule (every day at 08:00).
- Edit Fields (Edit Fields (Set)): sets 1 field: stale_days
- Perform a query (Salesforce): work with search
- Get an opportunity (Salesforce): get (opportunity)
- Message a model (OpenAI): uses OpenAI, with 1 tool (query_soql)
- Parse JSON (Code): runs custom JavaScript code
- Send Email: sends an email over SMTP
- Create Task (HTTP Request): calls an HTTP API (POST)
- Send Message To Internal Team (Slack): uses Slack
Services it uses
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (9)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Edit Fields (Set)
n8n-nodes-base.set - Salesforce
n8n-nodes-base.salesforce - OpenAI
@n8n/n8n-nodes-langchain.openAi - Http Request Tool
n8n-nodes-base.httpRequestTool - HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code - Send Email
n8n-nodes-base.emailSend - Slack
n8n-nodes-base.slack
From the author
How it works - Runs every morning at 8:00 using the Schedule Trigger. - Sets a staledays value and queries Salesforce for Opportunities where StageUnchangedDaysc equals that value and the stage is not Closed Won / Closed Lost. - For each “stale” Opportunity,…