Quick overview This workflow manually runs to review Salesforce opportunities listed in Google Sheets, evaluates each deal against sales playbook rules using Google Gemini, updates compliance fields in Salesforce, alerts in Slack for low scores, and logs results back to Google Sheets. How it works Starts manually and loads a list of opportunities from Google Sheets. Processes each row in batches and fetches the latest matching Opportunity record from Salesforce. Adds predefined playbook rules (including a passing score) and combines them with the opportunity data. Checks whether at least two meetings are completed, and if not, auto-generates a non-compliant evaluation without using AI. For opportunities that pass the meeting minimum, sends the opportunity details and rules to Google Gemini to produce a compliance decision, missing steps, score, reason, and risk level, then normalizes the response into structured fields. Updates the Opportunity in Salesforce with compliance status, risk, score, and timestamp, and sends a Slack alert when the compliance score is below 70.
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