Score Salesforce playbook compliance with Google Sheets, Gemini, and Slack

by WeblineIndia ✓ · 10 views · created 2026-07-14 · CRM, AI Summarization

What this workflow does

This AI workflow has 16 nodes and runs manually, when you click “Execute workflow”. Along the way it connects Google Sheets, Salesforce, Google Gemini and Slack.

How it runs

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

1. Load Opportunities from Sheet (Google Sheets): uses Google Sheets
2. Process Each Opportunity (Loop Over Items (Split in Batches)): loops over the items in batches
3. Fetch Opportunity from Salesforce (Salesforce): get (opportunity)
4. Define Playbook Rules (Edit Fields (Set)): sets 4 fields: rule_1, rule_2, rule_3…
5. Merge: merges the data from its input branches
6. Check Meeting Requirement (If): checks a condition and branches into true / false
7. Evaluate Compliance (Google Gemini): uses Google Gemini
8. Auto-Flag Low Meeting Case (Edit Fields (Set)): sets 6 fields: compliance_response, auto_flagged, opportunity_id…
9. Clean AI Response (Code): runs custom JavaScript code
10. Calculate Final Compliance (Code): runs custom JavaScript code

…plus 5 more steps. See the full node list below.

Services it uses

Google SheetsSalesforceGoogle GeminiSlack

Before you upgrade to n8n 3.0

Nodes used (10)

• Google Sheetsn8n-nodes-base.googleSheets
• Loop Over Items (Split in Batches)n8n-nodes-base.splitInBatches
• Salesforcen8n-nodes-base.salesforce
• Edit Fields (Set)n8n-nodes-base.set
• Mergen8n-nodes-base.merge
• Ifn8n-nodes-base.if
• Google Gemini@n8n/n8n-nodes-langchain.googleGemini
• Coden8n-nodes-base.code
• Slackn8n-nodes-base.slack
• Manual Triggern8n-nodes-base.manualTrigger

From the author

Quick overview This workflow manually runs to review Salesforce opportunities listed in Google Sheets, evaluates each deal against sales playbook rules using Google Gemini, updates compliance fields in Salesforce, alerts in Slack for low scores, and logs…

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