G
GTM Vault
Browse
  • Dashboard
    • Automations
    • Skills
    • Prompts
    • Makers
  • Sign in
All Automations

Automate stale deal follow-ups in Salesforce with GPT-5.1, email, Slack & tasks

Automatically identifies stale Salesforce deals, generates AI-powered follow-ups, and creates tasks with email and Slack notifications.

workflowlead_generation
Le Nguyenby Le Nguyenon n8n
Nodes

16

Triggers

1

Platform

n8n

Tech Stack
Salesforce
Salesforce
OpenAI
OpenAI
Email
Slack
Slack
How It Works

This workflow runs daily to find opportunities that haven't progressed in a set number of days. It uses GPT to analyze deal details and generate personalized follow-up content, then automatically sends emails, Slack notifications, and creates Salesforce tasks.

1

Query Salesforce for stale opportunities

Runs daily at 8 AM to find opportunities that have been in the same stage for a specified number of days and are not closed.

2

Load full deal details

Retrieves complete opportunity information including recent notes, primary contact, and opportunity owner from Salesforce.

3

Generate AI-powered follow-up content

Sends deal data to OpenAI model which returns personalized email content, SMS template, Slack summary, and task details in JSON format.

4

Send follow-up email to client

Automatically sends the AI-generated personalized follow-up email to the opportunity contact via SMTP.

Attached Files
workflow.json
5

Notify sales team via Slack

Posts a concise summary of the stale deal and follow-up action to the designated Slack channel for team visibility.

6

Create Salesforce task

Generates a task in Salesforce assigned to the opportunity owner with next steps to keep the deal moving forward.

What You'll Need

SalesforceOpen AiEmail SendSlack
  • Salesforce account with OAuth2 access
  • OpenAI API key
  • SMTP email credentials
  • Slack workspace access
  • Custom Stage_Unchanged_Days__c field in Salesforce

This automation has 3 configurable settings you'll customize during setup.