Templates / Detect revenue leakage with Salesforce, Google Sheets, Gemini, and Slack

Detect revenue leakage with Salesforce, Google Sheets, Gemini, and Slack

Ready for 3.0

by WeblineIndia ✓ · 16 views · created 2026-07-13 · Document Extraction, AI Summarization

Ready 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 12 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Gemini, Salesforce, Google Sheets and Slack.

How it runs

Trigger: Manually, when you click “Execute workflow”.

  1. Fetch Salesforce Opportunities (Salesforce): get many (opportunity)
  2. Iterate Opportunities (Loop Over Items (Split in Batches)): loops over the items in batches
  3. API Rate Limit Delay (Wait): waits 3 seconds
  4. Lookup Billing Record (Google Sheets): uses Google Sheets
  5. Compare Revenue Totals (Code): runs custom JavaScript code
  6. Analyze Revenue Gap (Google Gemini): uses Google Gemini
  7. Format AI Results (Edit Fields (Set)): sets 11 fields: opportunityId, dealId, dealName…
  8. Inconsistency Found? (If): checks a condition and branches into true / false
  9. Prepare Slack Message (Code): runs custom JavaScript code
  10. Alert Revenue Gap (Slack): uses Slack

…plus 1 more step. See the full node list below.

Services it uses

Google GeminiSalesforceGoogle SheetsSlack

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 (10)

From the author

Quick overview This workflow manually audits Closed Won Salesforce opportunities against billed amounts in Google Sheets, uses Google Gemini to analyze any revenue gap, then alerts a Slack user and writes an audit note back to the Salesforce opportunity. How…

Excerpt from WeblineIndia's description on n8n.io.

View the original on n8n.io → Check your own copy

Get the weekly “what broke” email

New templates, newly broken ones, and n8n release changes. One short email a week.

Form not loading? Subscribe here.