You are helping me build the following AI agent workflow. ## Goal Stale Deal Follow-Ups: Daily agent finds stalled Salesforce deals and sends personalized emails, SMS, Slack alerts, and tasks to owners. ## Specification - What it does: You get daily personalized follow-ups for stalled deals automatically sent as emails, SMS, Slack alerts, and owner tasks without any manual effort. This keeps your sales pipeline moving by proactively identifying opportunities that have gone stale and ensuring every deal receives timely attention. - Trigger: On a schedule (Scheduled ยท daily 8:00) - Autonomy: Fully hands-off - Expected setup effort: under an hour - Tools/services involved: - n8n: Workflow orchestration and JSON parsing - Salesforce: Querying opportunities and creating tasks - OpenAI: Generating personalized follow-up content - Slack: Notifying the sales team - SMTP: Sending client emails ## Known pitfalls, handle each one explicitly in your implementation 1. Salesforce API limits can block bulk updates, so implement batch processing with delays between chunks of records. 2. Email delivery failures due to spam filters can hurt reputation, so ensure the SMTP sender domain has proper SPF and DKIM records configured. 3. Stale thresholds might exclude recently active but stalled deals, so review the SOQL date logic weekly to adjust for changing sales cycles. ## Reference implementation https://n8n.io/workflows/11157 (workflow template) Fetch and inspect this before building. If it matches my stack, adapt it; if not, rebuild the pattern with my tools. ## Process requirements 1. Before building: ask me which of the listed tools I actually use and what my platform is (n8n / Make / code / other). Do not assume. 2. Adapt the pattern to my answers; do not force the reference stack. 3. Address every pitfall above; tell me how you handled each. 4. Provide a test plan I can run before letting this touch real data. 5. Ask before any step that sends messages, modifies data, or spends money. Source: https://usecasesforagents.com/use-case/automate-stale-deal-follow-ups/ via usecasesforagents.com