N-0121 Ai-based Sales Playbook Compliance Checker

The workflow JSON

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{
  "id": "mTLImqGSo0Y3x0Oj",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "N-0121 AI-Based Sales Playbook Compliance Checker",
  "tags": [],
  "nodes": [
    {
      "id": "fe3563c9-4bca-4264-8c41-4cf4d0e0f7e7",
      "name": "Load Opportunities from Sheet",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -5648,
        5136
      ],
      "parameters": {
        "options": {},
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": "gid=0",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1M7BZvlzdXDeLGiUygj6Aw1bXa6ekE68Ev5eg-g3UHl8/edit#gid=0",
          "cachedResultName": "Sheet1"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1M7BZvlzdXDeLGiUygj6Aw1bXa6ekE68Ev5eg-g3UHl8",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1M7BZvlzdXDeLGiUygj6Aw1bXa6ekE68Ev5eg-g3UHl8/edit?usp=drivesdk",
          "cachedResultName": "Salesforce"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 4
    },
    {
      "id": "ea6357c4-5da9-45ad-a130-53d020b30061",
      "name": "Process Each Opportunity",
      "type": "n8n-nodes-base.splitInBatches",
      "position": [
        -5424,
        5136
      ],
      "parameters": {
        "options": {}
      },
      "typeVersion": 3
    },
    {
      "id": "0d604106-0829-4d1e-a50d-c81a9d7aaed8",
      "name": "Fetch Opportunity from Salesforce",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        -5200,
        5136
      ],
      "parameters": {
        "resource": "opportunity",
        "operation": "get",
        "opportunityId": "={{ $json.opportunity_id }}"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "76b02a24-8b04-4310-a343-eb07fd99506f",
      "name": "Define Playbook Rules",
      "type": "n8n-nodes-base.set",
      "position": [
        -4960,
        5008
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "rule-01",
              "name": "rule_1",
              "type": "string",
              "value": "Demo must be completed before Proposal stage"
            },
            {
              "id": "rule-02",
              "name": "rule_2",
              "type": "string",
              "value": "Minimum 2 meetings required before advancing"
            },
            {
              "id": "rule-03",
              "name": "rule_3",
              "type": "string",
              "value": "Approval required before entering Negotiation stage"
            },
            {
              "id": "rule-04",
              "name": "passing_score",
              "type": "number",
              "value": 70
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "5ff67255-405b-40ab-ae5b-f0d4c8ab3b12",
      "name": "Merge Opportunity and Rules",
      "type": "n8n-nodes-base.merge",
      "position": [
        -4752,
        5136
      ],
      "parameters": {
        "mode": "combine",
        "options": {},
        "joinMode": "keepEverything",
        "fieldsToMatchString": "opportunity_id"
      },
      "typeVersion": 3
    },
    {
      "id": "59962573-94c2-4cb6-844d-d3e53cc83bc4",
      "name": "Check Meeting Requirement",
      "type": "n8n-nodes-base.if",
      "position": [
        -4528,
        5136
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "cond-01",
              "operator": {
                "type": "number",
                "operation": "gte"
              },
              "leftValue": "={{ $('Load Opportunities from Sheet').item.json.meetings_done }}",
              "rightValue": 2
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "aeec1949-a2ac-43fb-a84c-e25ea908a91e",
      "name": "Evaluate Compliance",
      "type": "@n8n/n8n-nodes-langchain.googleGemini",
      "position": [
        -4304,
        5008
      ],
      "parameters": {
        "modelId": {
          "__rl": true,
          "mode": "list",
          "value": "models/gemini-2.5-flash",
          "cachedResultName": "models/gemini-2.5-flash"
        },
        "options": {},
        "messages": {
          "values": [
            {
              "content": "=Evaluate this sales opportunity against the playbook rules.\n\nOpportunity Details:\n- Opportunity ID: {{ $('Load Opportunities from Sheet').item.json.opportunity_id }}\n- Stage: {{ $('Load Opportunities from Sheet').item.json.stage }}\n- Meetings Done: {{ $('Load Opportunities from Sheet').item.json.meetings_done }}\n- Demo Done: {{ $('Load Opportunities from Sheet').item.json.demo_done }}\n- Approval Status: {{ $('Load Opportunities from Sheet').item.json.approval_status }}\n- Rep Name: {{ $('Load Opportunities from Sheet').item.json.rep_name }}\n\nPlaybook Rules:\n- Rule 1: {{ $json.rule_1 }}\n- Rule 2: {{ $json.rule_2 }}\n- Rule 3: {{ $json.rule_3 }}\n- Passing Score: {{ $json.passing_score }}\n\nEvaluation:\n- Begin with a score of 100.\n- Subtract 40 when the demo is incomplete in Proposal stage.\n- Subtract 30 when fewer than 2 meetings are complete.\n- Subtract 30 when approval is incomplete before Negotiation stage.\n- Do not return a score below 0.\n- Compliance is Yes when the score meets the passing score; otherwise No.\n- Risk is Low at 80 or above, Medium from 50 through 79, and High below 50.\n\nReturn five plain-text lines in this format:\nCompliance: Yes or No\nMissing Steps: list missing steps or None\nScore: number from 0 through 100\nReason: one short sentence\nRisk Level: Low, Medium, or High"
            }
          ]
        },
        "builtInTools": {}
      },
      "credentials": {
        "googlePalmApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "e1e44912-011a-45f5-835f-649e439cd79c",
      "name": "Clean AI Response",
      "type": "n8n-nodes-base.code",
      "position": [
        -3984,
        5008
      ],
      "parameters": {
        "jsCode": "const raw = $json;\n\nlet geminiText =\n  raw.text ||\n  raw.output ||\n  raw.message ||\n  raw.response ||\n  '';\n\nif (\n  !geminiText &&\n  Array.isArray(raw.candidates) &&\n  raw.candidates.length > 0 &&\n  raw.candidates[0] &&\n  raw.candidates[0].content &&\n  Array.isArray(raw.candidates[0].content.parts) &&\n  raw.candidates[0].content.parts.length > 0 &&\n  raw.candidates[0].content.parts[0]\n) {\n  geminiText = raw.candidates[0].content.parts[0].text || '';\n}\n\nif (!geminiText && typeof raw.content === 'string') {\n  geminiText = raw.content;\n}\n\nif (typeof geminiText !== 'string') {\n  try {\n    geminiText = JSON.stringify(geminiText);\n  } catch (error) {\n    geminiText = String(geminiText);\n  }\n}\n\ngeminiText = geminiText.trim();\n\nif (!geminiText) {\n  geminiText =\n    'Gemini response was empty. Available fields: ' +\n    Object.keys(raw).join(', ');\n}\n\nconst result = Object.assign({}, raw);\nresult.compliance_response = geminiText;\n\nreturn [\n  {\n    json: result\n  }\n];"
      },
      "typeVersion": 2
    },
    {
      "id": "eaed620c-0483-4760-8038-aca38bd6a726",
      "name": "Auto-Flag Low Meeting Case",
      "type": "n8n-nodes-base.set",
      "position": [
        -4304,
        5264
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "flag-01",
              "name": "compliance_response",
              "type": "string",
              "value": "=Compliance: No\nMissing Steps: Minimum meetings not met (needs at least 2)\nScore: 70\nReason: Sales rep has not completed the minimum required 2 meetings before advancing.\nRisk Level: Medium"
            },
            {
              "id": "flag-02",
              "name": "auto_flagged",
              "type": "boolean",
              "value": true
            },
            {
              "id": "flag-03",
              "name": "opportunity_id",
              "type": "string",
              "value": "={{ $('Load Opportunities from Sheet').item.json.opportunity_id }}"
            },
            {
              "id": "flag-04",
              "name": "stage",
              "type": "string",
              "value": "={{ $('Load Opportunities from Sheet').item.json.stage }}"
            },
            {
              "id": "flag-05",
              "name": "rep_name",
              "type": "string",
              "value": "={{ $('Load Opportunities from Sheet').item.json.rep_name }}"
            },
            {
              "id": "flag-06",
              "name": "meetings_done",
              "type": "number",
              "value": "={{ $('Load Opportunities from Sheet').item.json.meetings_done }}"
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "99655692-f8a8-4c67-b6ab-f4ebd248efe2",
      "name": "Calculate Final Compliance",
      "type": "n8n-nodes-base.code",
      "position": [
        -3728,
        5136
      ],
      "parameters": {
        "jsCode": "const text = String($json.compliance_response || '').trim();\nconst lines = text.split('\\n');\n\nfunction readValue(label) {\n  for (let index = 0; index < lines.length; index += 1) {\n    const line = lines[index].trim();\n    if (line.toLowerCase().startsWith(label.toLowerCase())) {\n      return line.slice(label.length).trim();\n    }\n  }\n  return '';\n}\n\nlet score = Number.parseInt(readValue('Score:'), 10);\nif (!Number.isFinite(score)) {\n  score = 0;\n}\nscore = Math.min(100, Math.max(0, score));\n\nconst complianceValue = readValue('Compliance:').toLowerCase();\nlet isCompliant;\nif (complianceValue === 'yes') {\n  isCompliant = 'Yes';\n} else if (complianceValue === 'no') {\n  isCompliant = 'No';\n} else {\n  isCompliant = score >= 70 ? 'Yes' : 'No';\n}\n\nconst missingSteps = readValue('Missing Steps:') || 'None';\n\nlet riskLevel = readValue('Risk Level:');\nif (\n  riskLevel !== 'Low' &&\n  riskLevel !== 'Medium' &&\n  riskLevel !== 'High'\n) {\n  if (score >= 80) {\n    riskLevel = 'Low';\n  } else if (score >= 50) {\n    riskLevel = 'Medium';\n  } else {\n    riskLevel = 'High';\n  }\n}\n\nconst reason =\n  readValue('Reason:') ||\n  'Evaluated against playbook rules.';\n\nlet scoreCategory = 'Critical';\nif (score >= 90) {\n  scoreCategory = 'Excellent';\n} else if (score >= 70) {\n  scoreCategory = 'Good';\n} else if (score >= 50) {\n  scoreCategory = 'Needs Improvement';\n}\n\nconst result = Object.assign({}, $json);\nresult.compliance_score = score;\nresult.is_compliant = isCompliant;\nresult.missing_steps = missingSteps;\nresult.risk_level = riskLevel;\nresult.reason = reason;\nresult.score_category = scoreCategory;\nresult.checked_at = new Date().toISOString();\nresult.raw_gemini_response = text;\n\nreturn [\n  {\n    json: result\n  }\n];"
      },
      "typeVersion": 2
    },
    {
      "id": "4c10cb69-fc14-4061-9970-7552310bc094",
      "name": "Update Salesforce Compliance Fields",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        -3504,
        5136
      ],
      "parameters": {
        "resource": "opportunity",
        "operation": "update",
        "updateFields": {
          "customFieldsUi": {
            "customFieldsValues": [
              {
                "value": "={{ $json.is_compliant }}",
                "fieldId": "=Compliance_Status__c"
              },
              {
                "value": "={{ $json.risk_level }}",
                "fieldId": "=Compliance_Risk__c"
              },
              {
                "value": "={{ $json.checked_at }}",
                "fieldId": "=Compliance_Checked_At__c"
              },
              {
                "value": "={{ $json.compliance_score }}",
                "fieldId": "=Compliance_Score__c"
              }
            ]
          }
        },
        "opportunityId": "={{ $('Load Opportunities from Sheet').item.json.opportunity_id }}"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "6d21ad05-ea59-459f-80a3-8046944c6e0d",
      "name": "Check High Risk Deals",
      "type": "n8n-nodes-base.if",
      "position": [
        -3280,
        5136
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "version": 1,
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "cond-02",
              "operator": {
                "type": "number",
                "operation": "lt"
              },
              "leftValue": "={{ $('Calculate Final Compliance').item.json.compliance_score }}",
              "rightValue": 70
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "77cb8e3c-d982-42a1-b031-443aad37346a",
      "name": "Send Slack Alert",
      "type": "n8n-nodes-base.slack",
      "position": [
        -3056,
        5040
      ],
      "parameters": {
        "text": "=:warning: *Sales Playbook Compliance Alert*\n\n*Opportunity:* {{ $('Load Opportunities from Sheet').item.json.opportunity_id }}\n*Sales Rep:* {{ $('Load Opportunities from Sheet').item.json.rep_name }}\n*Stage:*{{ $('Load Opportunities from Sheet').item.json.stage }}\n*Compliance Score:* {{ $('Calculate Final Compliance').item.json.compliance_score }}/100 ({{ $('Calculate Final Compliance').item.json.score_category }})\n*Risk Level:* {{ $('Calculate Final Compliance').item.json.risk_level }}\n*Status:* {{ $('Calculate Final Compliance').item.json.is_compliant }}\n\n*Missing Steps:*\n{{ $('Calculate Final Compliance').item.json.missing_steps }}\n\n*Reason:* {{ $('Calculate Final Compliance').item.json.reason }}\n\n*Checked At:* {{ $('Calculate Final Compliance').item.json.checked_at }}\n\nPlease review and take action immediately.",
        "select": "channel",
        "channelId": {
          "__rl": true,
          "mode": "list",
          "value": "C0AP6S28KM3",
          "cachedResultName": "all-aishvarya"
        },
        "otherOptions": {
          "mrkdwn": true
        },
        "authentication": "oAuth2"
      },
      "credentials": {
        "slackOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 2.2
    },
    {
      "id": "c33505c5-7c32-4e84-b953-763d577bd309",
      "name": "Mark Opportunity as Compliant",
      "type": "n8n-nodes-base.set",
      "position": [
        -3056,
        5232
      ],
      "parameters": {
        "options": {},
        "assignments": {
          "assignments": [
            {
              "id": "done-01",
              "name": "final_status",
              "type": "string",
              "value": "Compliant"
            },
            {
              "id": "done-02",
              "name": "message",
              "type": "string",
              "value": "={{ 'Opportunity ' + $json.opportunity_id + ' passed compliance check with score ' + $json.compliance_score }}"
            },
            {
              "id": "done-03",
              "name": "alert_sent",
              "type": "boolean",
              "value": false
            }
          ]
        }
      },
      "typeVersion": 3.4
    },
    {
      "id": "23d1b956-50c7-4e1d-8721-2222c44def41",
      "name": "Log Results to Sheet",
      "type": "n8n-nodes-base.googleSheets",
      "position": [
        -2848,
        5232
      ],
      "parameters": {
        "columns": {
          "value": {
            "checked_at": "={{ $('Calculate Final Compliance').item.json.checked_at }}",
            "risk_level": "={{ $('Calculate Final Compliance').item.json.risk_level }}",
            "final_status": "={{ $json.final_status }}",
            "opportunity_id": "={{ $('Load Opportunities from Sheet').item.json.opportunity_id }}",
            "compliance_score": "={{ $('Calculate Final Compliance').item.json.compliance_score }}"
          },
          "schema": [
            {
              "id": "opportunity_id",
              "type": "string",
              "display": true,
              "removed": false,
              "required": false,
              "displayName": "opportunity_id",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "final_status",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "final_status",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "compliance_score",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "compliance_score",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "risk_level",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "risk_level",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            },
            {
              "id": "checked_at",
              "type": "string",
              "display": true,
              "required": false,
              "displayName": "checked_at",
              "defaultMatch": false,
              "canBeUsedToMatch": true
            }
          ],
          "mappingMode": "defineBelow",
          "matchingColumns": [
            "opportunity_id"
          ],
          "attemptToConvertTypes": false,
          "convertFieldsToString": false
        },
        "options": {},
        "operation": "appendOrUpdate",
        "sheetName": {
          "__rl": true,
          "mode": "list",
          "value": 1565431384,
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1M7BZvlzdXDeLGiUygj6Aw1bXa6ekE68Ev5eg-g3UHl8/edit#gid=1565431384",
          "cachedResultName": "Sheet2"
        },
        "documentId": {
          "__rl": true,
          "mode": "list",
          "value": "1M7BZvlzdXDeLGiUygj6Aw1bXa6ekE68Ev5eg-g3UHl8",
          "cachedResultUrl": "https://docs.google.com/spreadsheets/d/1M7BZvlzdXDeLGiUygj6Aw1bXa6ekE68Ev5eg-g3UHl8/edit?usp=drivesdk",
          "cachedResultName": "Salesforce"
        }
      },
      "credentials": {
        "googleSheetsOAuth2Api": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 4.7
    },
    {
      "id": "691a6adf-2ad8-41c8-862a-0a0d5ea6d861",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -5888,
        4384
      ],
      "parameters": {
        "width": 624,
        "height": 400,
        "content": "## AI-Based Sales Playbook Compliance Checker\n\n## How it works:\nThis workflow reads opportunities from Google Sheets, fetches Salesforce data, and evaluates compliance against predefined sales playbook rules. It uses AI + rule-based checks to calculate a compliance score, flags risks, updates Salesforce, and sends alerts for high-risk deals.\n\n## Setup steps:\n1. Connect Google Sheets, Salesforce, and Slack credentials\n2. Update Playbook Rules in \u201cDefine Playbook Rules\u201d node\n3. Ensure sheet contains required fields (opportunity_id, stage, meetings_done, etc.)\n4. Configure Slack channel ID\n5. Test with sample data before enabling automation\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "2ae0bc61-4b01-4e33-90c9-97410e3be149",
      "name": "Sticky Note1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -5696,
        4928
      ],
      "parameters": {
        "color": 7,
        "width": 640,
        "height": 448,
        "content": "## Data Input & Preparation\nFetches opportunity records from Google Sheets and processes them one-by-one. For each record, it retrieves the latest data from Salesforce to ensure evaluation uses real-time information before applying any rules or checks."
      },
      "typeVersion": 1
    },
    {
      "id": "d67fdfe1-b79d-422d-aaf4-8284db54e23c",
      "name": "Sticky Note2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -5008,
        4848
      ],
      "parameters": {
        "color": 7,
        "width": 1408,
        "height": 592,
        "content": "## Compliance Evaluation Engine\nCentral rules are defined and merged with opportunity data. The workflow checks minimum criteria, then uses AI + rule-based logic to evaluate compliance. It cleans AI output and converts it into structured fields like score, risk level, and missing steps"
      },
      "typeVersion": 1
    },
    {
      "id": "72495930-a616-4f0a-a5c9-1ce65f0686e7",
      "name": "Sticky Note3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -3568,
        4928
      ],
      "parameters": {
        "color": 7,
        "width": 864,
        "height": 480,
        "content": "## Actions & Notifications\nFinal results are pushed back to Salesforce with compliance fields. High-risk opportunities trigger Slack alerts for immediate attention, while compliant ones are marked accordingly. All outcomes are logged into Google Sheets for tracking and reporting."
      },
      "typeVersion": 1
    },
    {
      "id": "28461d0b-3d9e-4c80-aeb5-56815708a15c",
      "name": "Start Workflow",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -5904,
        5136
      ],
      "parameters": {},
      "typeVersion": 1
    }
  ],
  "active": false,
  "settings": {
    "binaryMode": "separate",
    "executionOrder": "v1"
  },
  "versionId": "3e037d0a-85d0-4c99-83dc-ba36ccd2e4c2",
  "connections": {
    "Start Workflow": {
      "main": [
        [
          {
            "node": "Load Opportunities from Sheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Clean AI Response": {
      "main": [
        [
          {
            "node": "Calculate Final Compliance",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Evaluate Compliance": {
      "main": [
        [
          {
            "node": "Clean AI Response",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check High Risk Deals": {
      "main": [
        [
          {
            "node": "Send Slack Alert",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Mark Opportunity as Compliant",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Define Playbook Rules": {
      "main": [
        [
          {
            "node": "Merge Opportunity and Rules",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Process Each Opportunity": {
      "main": [
        [],
        [
          {
            "node": "Fetch Opportunity from Salesforce",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Check Meeting Requirement": {
      "main": [
        [
          {
            "node": "Evaluate Compliance",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Auto-Flag Low Meeting Case",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Auto-Flag Low Meeting Case": {
      "main": [
        [
          {
            "node": "Calculate Final Compliance",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Calculate Final Compliance": {
      "main": [
        [
          {
            "node": "Update Salesforce Compliance Fields",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Merge Opportunity and Rules": {
      "main": [
        [
          {
            "node": "Check Meeting Requirement",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Load Opportunities from Sheet": {
      "main": [
        [
          {
            "node": "Process Each Opportunity",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Mark Opportunity as Compliant": {
      "main": [
        [
          {
            "node": "Log Results to Sheet",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Fetch Opportunity from Salesforce": {
      "main": [
        [
          {
            "node": "Define Playbook Rules",
            "type": "main",
            "index": 0
          },
          {
            "node": "Merge Opportunity and Rules",
            "type": "main",
            "index": 1
          }
        ]
      ]
    },
    "Update Salesforce Compliance Fields": {
      "main": [
        [
          {
            "node": "Check High Risk Deals",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

• googlePalmApi
• googleSheetsOAuth2Api
• salesforceOAuth2Api
• slackOAuth2Api

About this workflow

N-0121 AI-Based Sales Playbook Compliance Checker. Uses googleSheets, salesforce, googleGemini, slack. Event-driven trigger; 20 nodes.

Source: https://github.com/weblineindia/n8n-Score-Salesforce-playbook-compliance-with-Google-Sheets-Gemini-and-Slack/blob/main/workflow-template.json — original creator credit. Request a take-down →

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