Overview
RenewalBrief AI is a public-safe demo of a governed renewal-preparation workflow. It accepts a Salesforce Opportunity ID, gathers approved account context, applies deterministic risk rules, generates a structured renewal brief, records audit evidence, and reports Salesforce writeback status in a Next.js app.
What the project demonstrates
- A practical account-team workflow for renewal preparation.
- System orchestration across Salesforce, Boomi, n8n, OpenAI, Supabase, and Next.js.
- Deterministic risk scoring before AI-generated narrative content.
- Run history, run detail, source payload capture, AI output capture, event timeline, and writeback evidence.
- A public-safe artifact gallery that shows how the workflow and app fit together.
System responsibilities
- Next.js renders the intake form, generated result, run history, run detail, and project explanation pages.
- n8n orchestrates Salesforce retrieval, Boomi enrichment, OpenAI generation, Supabase persistence, audit events, and Salesforce writeback.
- Salesforce provides synthetic Opportunity and Account context and receives approved AI field updates.
- Boomi returns normalized synthetic customer-health context for the demo flow.
- OpenAI generates the executive summary, renewal brief, recommended action, missing data, and talking points after risk has already been determined.
- Supabase stores workflow runs, source payloads, AI outputs, and ordered workflow events.
Risk model
RenewalBrief uses transparent rules for the displayed risk level. The demo considers signals such as support-ticket volume, declining product usage, stale Salesforce activity, and past-due billing status. AI does not choose the risk level; it explains and packages approved context for reviewer use.
Evidence and audit posture
The project includes static public-safe screenshots of the app, run history, run detail, n8n workflow canvas, Supabase table structure, and Boomi process design. The repository and public artifacts were checked for secret-shaped values, credential panes, tokens, signed asset URLs, private environment values, and real customer data before public sharing.
Safety boundaries