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Multi-Channel Campaign Messaging with GPT-4 and Salesforce

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Created by: Le Nguyen || leeseifer

Le Nguyen

Last update

Last update 13 hours ago

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How it works

  1. Fetch campaign & members from Salesforce.
  2. GPT‑4 auto‑writes a channel‑appropriate, personalised 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.

Set‑up 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 (e.g., 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.