Score Salesforce deal momentum and explain it with Gmail, Calendar, Gemini, and Slack
Ready for 3.0What this workflow does
This AI workflow has 21 nodes and runs on a schedule (every day at 07:00). Along the way it connects Salesforce, Gmail, Google Calendar and Google Gemini Chat Model and 1 more.
How it runs
Trigger: On a schedule (every day at 07:00).
- Fetch Opportunities (Salesforce): get many (opportunity)
- Process Deals One by One (Loop Over Items (Split in Batches)): loops over the items in batches
- Fetch Opportunity Details (Salesforce): get (opportunity)
- Merge: merges the data from its input branches
- Check ContactId Exists (If): checks a condition and branches into true / false
- Calculate Momentum Score (Code): runs custom JavaScript code
- Fetch Contact Details (Salesforce): get (contact)
- Wait: waits 1 minutes
- Prepare AI Input (Edit Fields (Set)): sets 11 fields: deal_name, stage, amount…
- Check Contact Email Exists (If): checks a condition and branches into true / false
…plus 9 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 (13)
- Salesforce
n8n-nodes-base.salesforce - Gmail
n8n-nodes-base.gmail - Google Calendar
n8n-nodes-base.googleCalendar - Schedule Trigger
n8n-nodes-base.scheduleTrigger - Loop Over Items (Split in Batches)
n8n-nodes-base.splitInBatches - Merge
n8n-nodes-base.merge - Code
n8n-nodes-base.code - Google Gemini Chat Model
@n8n/n8n-nodes-langchain.lmChatGoogleGemini - Basic LLM Chain
@n8n/n8n-nodes-langchain.chainLlm - Edit Fields (Set)
n8n-nodes-base.set - Slack
n8n-nodes-base.slack - Wait
n8n-nodes-base.wait - If
n8n-nodes-base.if
From the author
Quick overview This workflow runs daily to score Salesforce opportunities based on recent Gmail email activity and Google Calendar meetings, then uses Google Gemini to generate a brief momentum explanation and next action, updates custom fields in Salesforce,…