How it works
- Fetch campaign & members from Salesforce.
- GPT‑4 auto‑writes a channel‑appropriate, personalised outbound message.
- Switch node sends via Twilio (SMS/WhatsApp), SMTP (Email).
- Mark each member as processed to avoid double‑touches.
- Error trigger notifies Slack if anything fails.
Set‑up steps
- Time: ~10‑15 min once credentials are ready.
- Prereqs: Active Salesforce OAuth app, Twilio account, SMTP creds, Slack app.
- 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.