Quick Overview This workflow runs daily at 10:00 AM to find open Salesforce Opportunities with no Next Step, generates a recommended next action with Google Gemini, posts it to Slack, and updates the Opportunity’s Next Step field back in Salesforce. How it works Runs every day at 10:00 AM on a schedule trigger. Fetches all Salesforce Opportunities, reverses the list, and processes them in batches of 10. Retrieves key fields, filters to opportunities that are not Closed Won/Lost, have a close date on/after today, and have a blank Next Step. Builds a per-opportunity prompt containing the main deal details for an AI sales assistant. Processes opportunities one at a time and uses Google Gemini to generate a 1–2 sentence next-step recommendation. Posts the AI-generated recommendation to a specified Slack channel and updates the Opportunity’s Next Step field in Salesforce. Setup Connect Salesforce OAuth2 credentials with permission to read Opportunities and update the Opportunity Next Step field. Add Google Gemini (Google PaLM) API credentials for the Gemini chat model used by the agent. Add Slack credentials and select the channel where recommendations should be posted.
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Handle WhatsApp customer service chats with Google Gemini and Google Sheets
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Quick overview Youtube Video: https://youtu.be/42-oHh9w9Eo This workflow listens for Slack @mentions, uses Google Gemini to classify the request and extract invoice details, then reads and updates Google Sheets, generates invoice PDFs with PdfBro, sends invoices or reminders via Gmail, and posts confirmations or errors back to Slack. How it works Triggers when the workflow’s Slack app is mentioned in a specified Slack channel. Uses Google Gemini to classify the message intent (send invoice, remind invoice, or check status) and extract the recipient email and invoice due date. Routes the request based on the extracted intent and stops if the intent cannot be determined. For SEND_INVOICE, looks up the client in a Google Sheets “Client Bill” spreadsheet and posts a Slack error if no matching email is found. If a client is found, generates an invoice PDF with PdfBro, emails it to the client via Gmail, appends/updates the invoice record in a Google Sheets “Client Invoices” spreadsheet, and posts a Slack confirmation. For REMIND_INVOICE, finds an UNPAID invoice for the email in the “Client Invoices” Google Sheet, regenerates the invoice PDF with PdfBro, emails a reminder via Gmail, and p
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