Salesforce Closed Won Handover Risk with OpenAI in n8n

Automatically assess Salesforce “Closed Won” handover risk using OpenAI in n8n

This n8n workflow watches for Salesforce Opportunities updated to Closed Won, gathers CRM and document evidence, extracts contractual commitments with OpenAI, and then writes back a clear PROCEED / REVIEW / BLOCK handover decision to Salesforce—every minute.

What this workflow does

• Polls Salesforce Opportunity updates and fetches the full Opportunity record.
• Checks whether the Opportunity stage is exactly “Closed Won”.
• When it qualifies, initializes a handover record and sets a Salesforce handover status field to “Processing”.
• Builds evidence packages by loading Opportunity products, the related Account, and Opportunity contact roles from Salesforce.
• Finds and downloads linked files, extracts text from PDFs, and classifies document types based on keyword logic.
• Sends each document’s extracted text to OpenAI to extract explicit commitments, then parses and normalizes the JSON output into a combined commitment registry.
• Scores risk and gaps by validating completeness of commitment evidence, detecting potential conflicts across commitments, and applying rule-based risk scoring to produce a risk register.
• Submits the consolidated CRM evidence, document evidence, commitment registry, and risk register to OpenAI for an overall risk assessment and determines the final PROCEED / REVIEW / BLOCK outcome.
• Updates Salesforce with the resulting handover decision.

Use cases

• Reduce delivery risk by automatically flagging missing or conflicting contractual commitments during Salesforce Closed Won handover.
• Standardize how evidence (CRM records + linked PDFs) supports handover decisions across SaaS teams.
• Help automation engineers operationalize AI-assisted contract commitment extraction directly inside n8n.

Technical details

• Workflow trigger: runs every minute on Salesforce Opportunity updates.
• Nodes/tech stack: if, code, salesforce, sticky note, http request, and extract from file.
• AI step: OpenAI for contractual commitment extraction and overall risk assessment.