Automation

Lead data enhancement using Salesforce AI In order to get more hands on experience with Salesforce, I used the developer edition and built an AI automation that triggers when a new lead is created. The automation uses Agentforce to find and fill in the phone number, email, and website for that lead. The Three Ingredients of the Automation 1. The Instructions (Flex Prompt Template) To tell the AI what to do, I used a flex prompt template providing the company name and location and ask to provide the phone, email, and website in a JSON format. ...

n8n Workflow to find Fintech issues reported on Reddit In the fast-paced world of financial services, critical user insights and emerging issues are often buried in scattered community discussions across Reddit and other forums. Manually tracking these conversations is time-consuming. This project demonstrates a scalable solution: an automated n8n workflow that continuously scans key financial subreddits, uses AI to extract user-reported issues, and delivers summarized, actionable insights directly to google sheets. ...