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

n8nn8n10 modulesv1.0
SlackSalesforceOpenAI

How it works - Runs every morning at 8:00 using the Schedule Trigger. - Sets a staledays value and queries Salesforce for Opportunities where StageUnchangedDaysc equals that value and the stage is not Closed Won / Closed Lost. - For each “stale” Opportunity, loads full deal details and sends them to an OpenAI model. - The model uses the querysoql tool to pull recent Notes, the primary Contact, and the Opportunity Owner, then returns a single JSON object with: - a persona

At a glance

Automate stale deal follow-ups in Salesforce with GPT-5.1, email, Slack & tasks is a ready-made n8n workflow you import as a workflow JSON file — no build required. It connects Slack, Salesforce, OpenAI. It's free to download. Follow the 5-step import below to go live in minutes.

Platform
n8n
Connects
Slack, Salesforce, OpenAI
Modules
10
Price
Free
Version
v1.0
Automate stale deal follow-ups in Salesforce with GPT-5.1, email, Slack & tasks workflow diagram

About this workflow

How it works - Runs every morning at 8:00 using the Schedule Trigger. - Sets a staledays value and queries Salesforce for Opportunities where StageUnchangedDaysc equals that value and the stage is not Closed Won / Closed Lost. - For each “stale” Opportunity, loads full deal details and sends them to an OpenAI model. - The model uses the querysoql tool to pull recent Notes, the primary Contact, and the Opportunity Owner, then returns a single JSON object with: - a personalized follow-up email for the client, - a short SMS template, - a concise Slack summary for the sales team, - and a ready-to-use Task payload for Salesforce. - n8n parses that JSON, sends the email via SMTP, posts the Slack message to your chosen channel, and creates a Salesforce Task assigned to the Opportunity Owner so every stalled deal has a clear next step. Setup steps Estimated setup time: 30–45 minutes if your Salesforce, OpenAI, SMTP and Slack credentials are ready. 1. Create StageUnchangedDaysc on Opportunity (Salesforce) - Field Type: Formula (Number, 0 decimal places) - Formula: - This field tracks how many days the Opportunity has been in the current stage. 2. Connect credentials in n8n - Salesforce OAuth2 for the Salesforce nodes and the querysoql HTTP Tool. - OpenAI (or compatible) credential for the “Message a model” node. - SMTP credential for the customer email node. - Slack credential for the internal notification node. 3. Configure your follow-up rules - In Edit Fields (Set), set staledays to the threshold that defines a stalled deal (e.g. 7, 14, 30). - In Perform a query, optionally refine the SOQL (record types, owners, minimum amount, etc.) to match your pipeline. - Update the Send Email SMTP Customer node with your real “from” address and tweak the wording if needed. - Point Send Message To Internal Team (Slack) to the right channel or user. 4. Test safely - Turn off the Schedule Trigger and run the workflow manually with a few test Opportunities. - Inspect the AI output in Message a model and Parse JSON to confirm the structure (email, sms, slack, task.apibody). - Check that the email and Slack messages look good and that Salesforce Tasks are created, assigned to the right Owner, and linked to the correct Opportunity. 5. Go live - Re-enable the Schedule Trigger. - Monitor the first few days to confirm that follow-ups, Slack alerts, and Tasks all behave as expected, then let the automation quietly keep your pipeline clean and moving.

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How to import this n8n workflow

  1. 1

    Download the workflow JSON file after purchase.

  2. 2

    Open n8n → click the menu → Import from File.

  3. 3

    Select the downloaded JSON and import.

  4. 4

    Set up credentials for each node that requires them.

  5. 5

    Click Execute Workflow to test, then activate.

Setup guide

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