Analyze Salesforce stakeholder risk with Gmail, Google Calendar, OpenAI and Slack
Ready for 3.0What 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).
- Get Opportunity (Salesforce): get (opportunity)
- Get Opportunity Contacts (Salesforce): work with search
- Normalize Opportunity Contacts (Code): runs custom JavaScript code
- Determine Expected Stakeholder Roles (Code): runs custom JavaScript code
- Prepare Customer Search Data (Code): runs custom JavaScript code
- Search Customer Meetings (Google Calendar): get many
- Gmail query (Code): runs custom JavaScript code
- Merge: merges the data from its input branches
- Search Customer Emails (Gmail): get many
- Normalize Stakeholder Interactions (Code): runs custom JavaScript code
…plus 7 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 (10)
- Salesforce Trigger
n8n-nodes-base.salesforceTrigger - Salesforce
n8n-nodes-base.salesforce - Code
n8n-nodes-base.code - Gmail
n8n-nodes-base.gmail - Google Calendar
n8n-nodes-base.googleCalendar - Merge
n8n-nodes-base.merge - If
n8n-nodes-base.if - Slack
n8n-nodes-base.slack - No Operation, do nothing
n8n-nodes-base.noOp - OpenAI
@n8n/n8n-nodes-langchain.openAi
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…