Le Nguyen

Le Nguyen

Multi-Channel Campaign Messaging with GPT-4 and Salesforce

How it works

  1. Fetch campaign & members from Salesforce.
  2. GPT‑4 auto‑writes a channel‑appropriate, personalized outbound message.
  3. Switch node sends via Twilio (SMS/WhatsApp), SMTP (Email).
  4. Mark each member as processed to avoid double‑touches.
  5. Error trigger notifies Slack if anything fails.

Setup steps

  1. Time : ~10‑15 min once credentials are ready.
  2. Prereqs : Active Salesforce OAuth app, Twilio account, SMTP creds, Slack app.
  3. In‑flow sticky notes walk you through credential mapping, environment variables, and optional tweaks (eg, campaign SOQL filter).

Copy the workflow, add your keys, and run a quick manual test—after that you can place it on a cron or Salesforce trigger.

Do you want to automate your business?

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