Send weekly Salesforce sales behavior coaching reports with Groq and Gmail
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 19 nodes and runs on a schedule (every week at 09:00). Along the way it connects Salesforce, Groq Chat Model and Gmail.
How it runs
Trigger: On a schedule (every week at 09:00).
- Get user (Salesforce): work with user
- Get Opportunity Metadata (Salesforce): get (opportunity)
- Fetch Opportunities (Salesforce): work with search
- Build Opportunity ID List (Code): runs custom JavaScript code
- Merge: merges the data from its input branches
- Fetch Tasks for Opportunities (Salesforce): work with search
- Fetch Events for Opportunities (Salesforce): work with search
- Compute Opportunity Activity Metrics (Code): runs custom JavaScript code
- Merge: merges the data from its input branches
- Aggregate Metrics Per Sales Rep (Code): runs custom JavaScript code
…plus 6 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 (9)
- Schedule Trigger
n8n-nodes-base.scheduleTrigger - Salesforce
n8n-nodes-base.salesforce - Merge
n8n-nodes-base.merge - Code
n8n-nodes-base.code - Groq Chat Model
@n8n/n8n-nodes-langchain.lmChatGroq - Structured Output Parser
@n8n/n8n-nodes-langchain.outputParserStructured - Basic LLM Chain
@n8n/n8n-nodes-langchain.chainLlm - Gmail
n8n-nodes-base.gmail - Edit Fields (Set)
n8n-nodes-base.set
From the author
Quick overview This scheduled workflow pulls last week’s Salesforce opportunities, tasks, and events for a specific rep, computes activity and pipeline health metrics, uses Groq (LLM) to generate coaching insights, creates a QuickChart performance chart URL,…