Use Cases
- Automatically classify action items from Microsoft Teams.
- Send categorized tasks to Salesforce for better tracking.
- Enhance project management efficiency by automating data flow.
How It Works
Trigger the workflow with an incoming webhook from Microsoft Teams. Fetch data from Microsoft Teams using an HTTP request. Classify action items using AI capabilities. Send the classified action items to Salesforce.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL for Microsoft Teams.
- 3Set up the HTTP request parameters for fetching data.
- 4Adjust AI model settings for classification.
- 5Specify Salesforce endpoint for sending data.
Apps Used
Microsoft Teams
Salesforce
OpenAI
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#slack automation