Next.js
Receives the Opportunity ID and renders the result.
About This Project
System responsibilities and risk model
RenewalBrief AI demonstrates a governed renewal-preparation workflow across Salesforce, Boomi, n8n, OpenAI, Supabase, and a Next.js app.
Business problem
Account teams often prepare for renewals by manually gathering CRM details, customer context, risk signals, and next actions from separate systems. RenewalBrief creates one auditable workflow for that preparation.
Deterministic risk, generated brief
The risk level is calculated by transparent rules in n8n. OpenAI writes the executive summary, renewal brief, recommended action, missing data, and talking points after the risk level is already set.
System responsibilities
n8n
Orchestrates Salesforce, Boomi, OpenAI, Supabase, and writeback.
Salesforce
Provides Opportunity and Account context and stores approved AI fields.
Boomi
Returns normalized synthetic customer-health context.
OpenAI
Generates structured narrative content from approved context.
Supabase
Stores workflow runs, source payloads, AI output, and events.
Project walkthrough
Watch the final demonstration of the governed renewal-preparation workflow, deterministic risk model, and AI-generated brief.
Prefer a separate window? Open the walkthrough video.
Risk signals
- Support tickets in the last 90 days above 5
- Declining product usage
- Salesforce last activity older than 30 days
- Past due billing status
Known limitations
- Synthetic demo data only
- Mock Boomi enrichment
- Simple deterministic risk scoring
- No user authentication or role-based permissions
Build artifacts
These screenshots highlight the working app, orchestration workflow, persistence layer, and integration boundaries behind the RenewalBrief demo. Select Expand on any image for a closer view.
Production app
The public Next.js app gives reviewers one place to submit a Salesforce Opportunity ID, run the renewal workflow, and see the generated result without exposing backend credentials.
Run history
The run history shows prior workflow executions with account, status, risk level, and writeback state so the automation can be reviewed after each submission.
Workflow result
The run detail page connects the generated brief to the audit trail and Salesforce writeback status, making the business result and system outcome visible together.
n8n orchestration
The n8n workflow coordinates Salesforce retrieval, Boomi enrichment, deterministic risk rules, OpenAI generation, Supabase persistence, and Salesforce writeback.
Supabase audit storage
Supabase stores workflow runs, source inputs, AI outputs, and ordered events so the prototype has a durable audit layer behind the public run pages.
Boomi enrichment
Boomi represents the enterprise integration boundary by returning normalized customer-health context that n8n can merge with Salesforce data.