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AI Deal Risk Monitor

by WeblineIndiaUpdated Aug 2026
RequiresSlackSalesforceSalesforceGmailGmailOutlookOutlookOpenAI
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CoClean & Prepare Deal DataClean & Prepare…SeStandardize Deal Fields (Set Node)Standardize Dea…IfCheck for Missing Deal InformationCheck for Missi…CoSend Incomplete Deals for Manual ReviewSend Incomplete…Alert Slack on Incomplete Deal DataAlert Slack on …IfFilter Important Deals (Risky / High Value)Filter Importan…Mark Deal as Healthy (Skip AI Analysis)Mark Deal as He…Get Deal Emails from GmailGet Deal Emails…Get Deal Emails from OutlookGet Deal Emails…CoCombine All Email DataCombine All Ema…CoPrepare Email Insights for AIPrepare Email I…Analyze Deal Risk Using AIAnalyze Deal Ri…CoValidate & Clean AI ResultsValidate & Clea…IfIs This Deal Risky Enough to Act?Is This Deal Ri…Update Deal Risk in SalesforceUpdate Deal Ris…Save Low-Risk Deal StatusSave Low-Risk D…IfPrevent Duplicate AlertsPrevent Duplica…Send Risk Alert to Slack ChannelSend Risk Alert…IfCheck if Deal is Critical RiskCheck if Deal i…NONon-Critical — No Email EscalationNon-Critical — …Send Suppressed Alert Notification to OwnerSend Suppressed…ScAuto Trigger: Run Deal Risk Check (Every 6 Hours)Auto Trigger: R…HRFetch Open Deals from SalesforceFetch Open Deal…IfCheck: Salesforce API ErrorCheck: Salesfor…Slack Alert: Salesforce Fetch FailedSlack Alert: Sa…CoTransform Salesforce Data → Deal ListTransform Sales…Email Alert: Critical Deal (Leadership)Email Alert: Cr…12345678910111213141516171819202122232425262728
1/5
STEPS · 28
Runs on a schedule

On a schedule, analyzes Salesforce deals for risk with OpenAI and alerts reps via Slack, Gmail, and Outlook.

Tags

cronadvancedSlackSalesforceCRMAI Summarizationdiscoveredpending-review
Connects
SlacksalesforceSalesforcegmailGmailoutlookOutlookOpenAI
CategoryAI Analysis & Classification
Triggercron
Complexityadvanced
Nodes27
AddedJun 27, 2026