Assess Salesforce deal risk with Gmail, Outlook, OpenAI and Slack alerts
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 27 nodes and runs on a schedule (every 6 hours). Along the way it connects Slack, Salesforce, Gmail and Microsoft Outlook and 1 more.
How it runs
Trigger: On a schedule (every 6 hours).
- Fetch Open Deals from Salesforce (HTTP Request): calls an HTTP API
- Check: Salesforce API Error (If): checks a condition and branches into true / false
- Slack: uses Slack
- Transform Salesforce Data → Deal List (Code): runs custom JavaScript code
- Clean & Prepare Deal Data (Code): runs custom JavaScript code
- Standardize Deal Fields (Set Node) (Edit Fields (Set)): sets 19 fields: workflowRunId, opportunityId, opportunityName…
- Check for Missing Deal Information (If): checks a condition and branches into true / false
- Send Incomplete Deals for Manual Review (Code): runs custom JavaScript code
- Filter Important Deals (Risky / High Value) (If): checks a condition and branches into true / false
- Alert Slack on Incomplete Deal Data (Slack): uses Slack
…plus 15 more steps. See the full node list below.
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 (11)
- Code
n8n-nodes-base.code - Edit Fields (Set)
n8n-nodes-base.set - If
n8n-nodes-base.if - Slack
n8n-nodes-base.slack - Salesforce
n8n-nodes-base.salesforce - Gmail
n8n-nodes-base.gmail - Microsoft Outlook
n8n-nodes-base.microsoftOutlook - OpenAI
@n8n/n8n-nodes-langchain.openAi - No Operation, do nothing
n8n-nodes-base.noOp - Schedule Trigger
n8n-nodes-base.scheduleTrigger - HTTP Request
n8n-nodes-base.httpRequest
From the author
Quick Overview This workflow runs every six hours to pull open Salesforce opportunities, enriches selected deals with Gmail and Microsoft Outlook email context, uses OpenAI to score deal risk, writes the assessment back to Salesforce, and notifies teams in…