Quick overview This workflow manually audits Closed Won Salesforce opportunities against billed amounts in Google Sheets, uses Google Gemini to analyze any revenue gap, then alerts a Slack user and writes an audit note back to the Salesforce opportunity. How it works Starts when you run the workflow manually. Fetches up to 20 Salesforce opportunities where the stage is "Closed Won" and processes them in batches with a short delay to reduce API pressure. Looks up matching billing rows in Google Sheets and totals the billed amount for the same Deal ID, then calculates the missing revenue versus the Salesforce Amount. For deals with a positive revenue gap, sends the discrepancy details to Google Gemini to classify severity and generate a root cause, recommendation, and Salesforce-ready audit note. Parses the Gemini JSON response and builds a formatted Slack message containing the deal, gap, severity, and recommended action. Sends the Slack alert and updates the Salesforce opportunity description with the audit note and the expected, billed, and missing amounts. Setup Add credentials for Salesforce OAuth2, Google Sheets OAuth2, Google Gemini (PaLM) API, and Slack OAuth2.
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Google Sheets
SalesforceSlackRelated workflows
See all AI Automation→Score Salesforce playbook compliance with Google Sheets, Gemini, and Slack
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. For compliant opportunities, writes the final status and compliance metrics back to a Google Sheets results tab (
Route procurement helpdesk tickets from Gmail with Groq and Slack
Quick Overview This workflow monitors a Gmail inbox for procurement requests, uses Groq (Llama 3.1) to classify and route each ticket with SLA logic, escalates high-risk items to Slack, creates a ticket via HTTP, sends an auto-reply from Gmail, and logs the full record to Google Sheets. How it works Triggers every minute when a new email arrives in a Gmail inbox. Extracts the sender, subject, body, timestamps, and Gmail thread/message IDs, and generates a procurement ticket ID. Looks up the email thread ID in Google Sheets to identify whether the request already exists. Uses Groq (Llama 3.1) to classify the request (category, urgency, sentiment, risk, team) and applies routing rules to set SLA deadlines, queues, and escalation flags. If escalation is required, posts a detailed alert to a Slack channel and creates an escalated ticket via an HTTP request; otherwise, creates a standard ticket via an HTTP request. Generates a short agent-facing status summary with Groq, emails the customer an acknowledgement and suggested reply via Gmail, and appends the full ticket and AI outputs to Google Sheets. Setup Connect your Gmail OAuth2 credential for both the inbox trigger and the customer a
CWExtract and log Gmail receipt expenses with OpenAI, Sheets and Airtable
Quick overview This workflow monitors a Gmail “Receipts” label, downloads attachments, uses OpenAI to extract expense data from receipt emails and images, skips duplicates and non-receipts, fails safely when extraction is unreadable, sends Slack/Teams alerts for high-value, warranty, or review-needed receipts, and logs valid receipts to Sheets or Airtable. How it works Triggers every minute when Gmail finds new emails matching the query label:Receipts newer_than:2d. Normalizes the email into consistent fields (message ID, subject, sender, received date, plain-text body) and generates a receipt hash for stable matching. Searches Airtable and/or Google Sheets for existing records matching the message ID or receipt hash and marks the email as a duplicate if it falls within the configured duplicate window. For new receipts, sends the email content to OpenAI to extract receipt details like merchant, total, category, line items, tax hints, and return/warranty dates. Evaluates the extraction to flag high-value, warranty/return-relevant, or needs-review receipts and formats alert messages. Posts alerts to Slack and/or Microsoft Teams when enabled and the receipt is not “standard.” Appends