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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, 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.