Crossbeam Deal Signals → Claude Email Drafts + Slack Approval (n8n)

Turn Crossbeam deal signals into approved partner intro email drafts—automatically (with Claude + Slack)

This n8n workflow pulls Crossbeam partner deal signals, matches them to Salesforce Accounts, uses Claude via the Crossbeam MCP to draft a partner introduction email, and routes everything through Slack approval before anything is sent (or saved as a Gmail draft).

What this workflow does

• Triggers on a schedule or webhook: Runs every weekday at 08:45 or processes incoming Crossbeam webhook events.
• Verifies webhook security: Validates the HMAC signature before continuing.
• Fetches and filters signals: Retrieves partner deal signals from the Crossbeam Signals API, normalizes key fields, and filters to in-scope event types/partners tied to a Salesforce Account ID.
• Avoids duplicates and repeats: Removes duplicate events and skips signals that already have an outcome recorded in an n8n Data Table.
• Enriches with Salesforce context: Queries Salesforce in batches for matching Account data (including the latest closed-lost opportunity) and joins it back to the Crossbeam signals.
• Generates a Slack brief + email draft: Uses Anthropic Claude (via LangChain) with Crossbeam MCP tools to find the partner’s account owner and shared contacts, then creates a short Slack brief and a draft intro email.
• Human-in-the-loop approval: Posts the brief to Slack and opens an interactive approval form in a thread for approve/edit/skip within a configured wait time.
• Sends or drafts via Gmail (and optionally logs to Salesforce): If approved (and not in dry-run mode), sends the email or saves a Gmail draft and can optionally create a Salesforce Task, then records final status back in the Data Table.

Use cases

• Automate partner outreach when Crossbeam surfaces relevant deal signals for specific Salesforce accounts.
• Standardize intro messaging with Claude while keeping final control via Slack approvals.
• Reduce manual research by pulling account owner/contact context from Salesforce and Claude MCP tools.

Technical details

• Integrations: Crossbeam (Signals API + Crossbeam MCP), Anthropic Claude (via LangChain), Slack, Salesforce, Gmail, n8n Data Table.
• Core node types: if, set, code, sort, gmail, limit (plus webhook/scheduling trigger and Slack approval logic).