Use Cases
- Automate email responses based on Microsoft Teams messages
- Enhance customer engagement by integrating communication platforms
- Streamline workflows between Microsoft Teams and Salesforce
- Reduce manual email drafting efforts for sales teams
How It Works
Trigger the workflow with an incoming message in Microsoft Teams Fetch relevant data from Microsoft Teams using an HTTP request Utilize OpenAI to draft a professional email response Send the drafted email response to Salesforce for record-keeping
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the Microsoft Teams webhook with the appropriate settings
- 3Set up the OpenAI parameters for email drafting
- 4Connect Salesforce with the necessary authentication details
Apps Used
Microsoft Teams
OpenAI
Salesforce
Categories
Target Roles
Tags
#ai content generation
#email automation
#process automation