Build Agentic Experiences Across Salesforce
Build Agentic Experiences Across Salesforce
SimpleT Agentic
SimpleT Agentic
Launch safe, multi-turn agents that qualify leads, resolve cases, and orchestrate Salesforce actions with built-in guardrails, governance, and analytics.
Launch safe, multi-turn agents that qualify leads, resolve cases, and orchestrate Salesforce actions with built-in guardrails, governance, and analytics.
AI Agent Templates
Discover How AI Agents Automate Your Salesforce Workflows
Discover How AI Agents Automate Your Salesforce Workflows
n8n Workflow
4 mins
Begginer
Easily Send Welcome Emails with SimpleT/N8N Email Agent for Salesforce – Automate Lead Nurturing from Day One
Send personalized welcome emails automatically when new leads are created in Salesforce. Perfect for nurturing prospects from the moment they sign up, ensuring immediate engagement and professional first impressions.
Added: 12-09-2025
Features
Setup
Workflow
Sales
Marketing
Start
n8n Workflow
15 mins
Advanced
Use SimpleT/N8N AI Agent to Process and Analyze Files and Images Directly Within Salesforce
Build an intelligent file analysis agent that can extract information, summarize content, and answer questions about PDF documents and images. Perfect for document processing, invoice analysis, or visual content understanding.
Added: 29-08-2025
Features
Setup
Workflow
Document Processing
Start
n8n Workflow
15 mins
Intermediate
Create Your First Knowledge Base with SimpleT/N8N for Salesforce Using Pinecone – Enable Fast, AI-Powered Search
Automatically ingest and vectorize your documentation into Pinecone vector database. This workflow processes files from Google Drive (or other sources like Dropbox, OneDrive, local files) and creates searchable embeddings for AI-powered knowledge retrieval.
Added: 15-08-2025
Features
Setup
Workflow
Knowledge Base
Start
n8n Workflow
6 mins
Begginer
Create Your First Lead Generation SimpleT/N8N Agent for Salesforce – Capture and Qualify Prospects Automatically
Build an AI-powered lead generation system that automatically qualifies prospects and creates Salesforce leads from chat conversations. Perfect for sales teams looking to automate their lead capture and qualification process.
Added: 01-08-2025
Features
Setup
Workflow
Sales
Start
n8n Workflow
6 mins
Begginer
Scrape and Understand Your Website Documentation with Your First SimpleT/N8N Service Knowledge AI Agent
Create an AI-powered web scraper that intelligently extracts specific information from websites. Perfect for documentation retrieval, content monitoring, or automated data extraction from web pages.
Added: 05-09-2025
Features
Setup
Workflow
Data Extraction
Start
n8n Workflow
10 mins
Intermediate
Your First SimpleT/N8N Sales Knowledge AI Agent – Trained to Understand Documentation and Deliver Instant Answers
Create an intelligent sales assistant that retrieves relevant information from your knowledge base using RAG (Retrieval-Augmented Generation). Perfect for sales teams needing instant access to product documentation, pricing, and sales
Added: 22-08-2025
Features
Setup
Workflow
Setup
AI
Start
n8n Workflow
10 mins
Intermediate
Secure Your SimpleT/N8N Agent for Salesforce with reCAPTCHA – Ensure Only Trusted Users Can Trigger Automation
Add spam protection and bot verification to your AI chat assistant using Google reCAPTCHA. This workflow ensures only real users can interact with your AI agent, preventing abuse and maintaining conversation quality.
Added: 08-08-2025
Features
Setup
Workflow
Security
Start
n8n Workflow
6 mins
Begginer
Your First SimpleT/N8N Service AI Agent – Automatically Create Salesforce Cases from Customer Conversations
Connect SimpleT AI Chat Assistant with n8n workflows to automatically create Salesforce cases from chat conversations. Great for support teams, help desks, or any team that needs to track customer requests.
Added: 25-07-2025
Features
Setup
Workflow
Support
Start
n8n Workflow
4 mins
Begginer
Easily Send Welcome Emails with SimpleT/N8N Email Agent for Salesforce – Automate Lead Nurturing from Day One
Send personalized welcome emails automatically when new leads are created in Salesforce. Perfect for nurturing prospects from the moment they sign up, ensuring immediate engagement and professional first impressions.
Added: 12-09-2025
Features
Setup
Workflow
Sales
Marketing
Start
n8n Workflow
6 mins
Begginer
Scrape and Understand Your Website Documentation with Your First SimpleT/N8N Service Knowledge AI Agent
Create an AI-powered web scraper that intelligently extracts specific information from websites. Perfect for documentation retrieval, content monitoring, or automated data extraction from web pages.
Added: 05-09-2025
Features
Setup
Workflow
Data Extraction
Start
n8n Workflow
15 mins
Advanced
Use SimpleT/N8N AI Agent to Process and Analyze Files and Images Directly Within Salesforce
Build an intelligent file analysis agent that can extract information, summarize content, and answer questions about PDF documents and images. Perfect for document processing, invoice analysis, or visual content understanding.
Added: 29-08-2025
Features
Setup
Workflow
Document Processing
Start
n8n Workflow
10 mins
Intermediate
Your First SimpleT/N8N Sales Knowledge AI Agent – Trained to Understand Documentation and Deliver Instant Answers
Create an intelligent sales assistant that retrieves relevant information from your knowledge base using RAG (Retrieval-Augmented Generation). Perfect for sales teams needing instant access to product documentation, pricing, and sales
Added: 22-08-2025
Features
Setup
Workflow
Setup
AI
Start
n8n Workflow
15 mins
Intermediate
Create Your First Knowledge Base with SimpleT/N8N for Salesforce Using Pinecone – Enable Fast, AI-Powered Search
Automatically ingest and vectorize your documentation into Pinecone vector database. This workflow processes files from Google Drive (or other sources like Dropbox, OneDrive, local files) and creates searchable embeddings for AI-powered knowledge retrieval.
Added: 15-08-2025
Features
Setup
Workflow
Knowledge Base
Start
n8n Workflow
10 mins
Intermediate
Secure Your SimpleT/N8N Agent for Salesforce with reCAPTCHA – Ensure Only Trusted Users Can Trigger Automation
Add spam protection and bot verification to your AI chat assistant using Google reCAPTCHA. This workflow ensures only real users can interact with your AI agent, preventing abuse and maintaining conversation quality.
Added: 08-08-2025
Features
Setup
Workflow
Security
Start
n8n Workflow
6 mins
Begginer
Create Your First Lead Generation SimpleT/N8N Agent for Salesforce – Capture and Qualify Prospects Automatically
Build an AI-powered lead generation system that automatically qualifies prospects and creates Salesforce leads from chat conversations. Perfect for sales teams looking to automate their lead capture and qualification process.
Added: 01-08-2025
Features
Setup
Workflow
Sales
Start
n8n Workflow
6 mins
Begginer
Your First SimpleT/N8N Service AI Agent – Automatically Create Salesforce Cases from Customer Conversations
Connect SimpleT AI Chat Assistant with n8n workflows to automatically create Salesforce cases from chat conversations. Great for support teams, help desks, or any team that needs to track customer requests.
Added: 25-07-2025
Features
Setup
Workflow
Support
Start
Get Started with SimpleT Agentic
Get Started with SimpleT Agentic
Our team can help you design, deploy, and optimize guardrailed AI agents that work across sales, service, and knowledge scenarios—fully connected to your Salesforce data and automation stack.
Our team can help you design, deploy, and optimize guardrailed AI agents that work across sales, service, and knowledge scenarios—fully connected to your Salesforce data and automation stack.