Templates / Analyze Salesforce stakeholder risk with Gmail, Google Calendar, OpenAI and Slack

Analyze Salesforce stakeholder risk with Gmail, Google Calendar, OpenAI and Slack

Ready for 3.0

by WeblineIndia ✓ · 0 views · created 2026-10-13 · CRM, 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 19 nodes and runs on Salesforce events (opportunity updated). Along the way it connects Salesforce, Gmail, Google Calendar and Slack and 1 more.

How it runs

Trigger: On Salesforce events (opportunity updated).

  1. Get Opportunity (Salesforce): get (opportunity)
  2. Get Opportunity Contacts (Salesforce): work with search
  3. Normalize Opportunity Contacts (Code): runs custom JavaScript code
  4. Determine Expected Stakeholder Roles (Code): runs custom JavaScript code
  5. Prepare Customer Search Data (Code): runs custom JavaScript code
  6. Search Customer Meetings (Google Calendar): get many
  7. Gmail query (Code): runs custom JavaScript code
  8. Merge: merges the data from its input branches
  9. Search Customer Emails (Gmail): get many
  10. Normalize Stakeholder Interactions (Code): runs custom JavaScript code

…plus 7 more steps. See the full node list below.

Services it uses

SalesforceGmailGoogle CalendarSlackOpenAI

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 monitors updated Salesforce opportunities, gathers related contacts plus Gmail and Google Calendar interaction history, uses OpenAI to assess stakeholder engagement gaps and risk, writes the results back to Salesforce custom…

Excerpt from WeblineIndia's description on n8n.io.

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

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