Draft partner intro emails from Crossbeam deal signals with Claude and Slack approval

by Margaux Faurie · 10 views · created 2026-10-06 · Lead Nurturing, AI RAG

What this workflow does

This AI workflow has 46 nodes and runs when an HTTP POST request hits its webhook URL (plus 1 other trigger). Along the way it connects Salesforce, Anthropic Chat Model, MCP Client and Slack and 1 more.

How it runs

Trigger: When an HTTP POST request hits its webhook URL (plus 1 other trigger).

1. Configure me (Edit Fields (Set)): sets 20 fields: crossbeam_org_uuid, crossbeam_api_base_url, signal_lookback_days…
2. Webhook or schedule? (Switch): routes items into 2 branches
3. Verify webhook signature (Code): runs custom JavaScript code
4. Fetch partner deal signals (HTTP Request): calls an HTTP API
5. Signature valid? (If): checks a condition and branches into true / false
6. One item per signal (Split Out): splits a list into separate items
7. Acknowledge webhook (200) (Respond to Webhook): sends the response back to the webhook caller
8. Reject webhook (401) (Respond to Webhook): sends the response back to the webhook caller
9. Shape signal fields (Edit Fields (Set)): sets 13 fields: event_key, event_type, triggered_at…
10. Keep fresh, in-scope signals (Filter): keeps only the items that match a condition

…plus 31 more steps. See the full node list below.

Services it uses

SalesforceAnthropic Chat ModelMCP ClientSlackGmail

Before you upgrade to n8n 3.0

Nodes used (24)

• Edit Fields (Set)n8n-nodes-base.set
• Schedule Triggern8n-nodes-base.scheduleTrigger
• Switchn8n-nodes-base.switch
• Coden8n-nodes-base.code
• Ifn8n-nodes-base.if
• Respond to Webhookn8n-nodes-base.respondToWebhook
• HTTP Requestn8n-nodes-base.httpRequest
• Split Outn8n-nodes-base.splitOut
• Filtern8n-nodes-base.filter
• Remove Duplicatesn8n-nodes-base.removeDuplicates
• Data tablen8n-nodes-base.dataTable
• Mergen8n-nodes-base.merge
• Aggregaten8n-nodes-base.aggregate
• Salesforcen8n-nodes-base.salesforce
• Loop Over Items (Split in Batches)n8n-nodes-base.splitInBatches
• Sortn8n-nodes-base.sort
• Limitn8n-nodes-base.limit
• AI Agent@n8n/n8n-nodes-langchain.agent
• Anthropic Chat Model@n8n/n8n-nodes-langchain.lmChatAnthropic
• MCP Client Tool@n8n/n8n-nodes-langchain.mcpClientTool
• Structured Output Parser@n8n/n8n-nodes-langchain.outputParserStructured
• Slackn8n-nodes-base.slack
• Gmailn8n-nodes-base.gmail
• Webhookn8n-nodes-base.webhook

From the author

Quick overview This workflow pulls Crossbeam partner deal signals on a schedule or via webhook, matches them to relevant Salesforce accounts, uses Claude with the Crossbeam MCP to draft partner intro request emails, and routes them through Slack for approval…

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