Quick overview This workflow pulls open Salesforce opportunities and their last-30-days activities, uses Google Gemini to predict escalation risk per deal, then flags high-risk opportunities in Salesforce and notifies a Slack user. How it works Starts manually and fetches open opportunities and recent Salesforce Task activities from the last 30 days. Merges opportunities with their related activities and builds a per-deal context including amount, probability, type, activity list, and whether all activities are completed. Batches the deals and skips ones that have 100% probability and active/completed engagement, then waits briefly between remaining items to reduce API load. Sends each deal context to Google Gemini to classify risk (high/medium/low), identify specific risk flags, and return a one-line summary as JSON. Cleans and validates the Gemini response by stripping formatting, parsing JSON safely, and normalizing invalid risk levels to “unknown.” For deals marked as high risk, updates the Salesforce opportunity description with the risk details and sends a formatted alert message to a specified Slack user.
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Qualify leads and send personalized audio follow-ups with Gemini and Smallest.ai
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