The Enterprise Second Brain 🧠

A frictionless "second brain" pipeline that captures insights from Slack and stores them in Salesforce using AI classification.

1. 💬 Post a message to a private Slack channel
2. 🤖 Claude classifies it (People, Projects, Ideas, or Admin)
3. ☁️ It's automatically committed to Salesforce

No tagging. No deciding where things go. No friction.

Inspired by Nate Channel's approach using Zapier, adapted for enterprise environments using Slack, Workato, Claude, and Salesforce.

Full Post on Medium -- including Step-by-Step

Developer Fast Track 🚀

Prerequisites 📋

• Node.js 20+, Python 3.11+, Salesforce CLI, Workato Platform CLI
• UV (Fast Replacement for pip)
• Salesforce CLI
• Workato Developer Sandbox (Free Developer sandbox)
• Salesforce Developer Org (Free Developer Edition)
• Slack (Create a free new slack just for this)
• Get an Anthropic API Key ($5 Credit when you first sign up)

Assumptions: UV is installed, Salesforce CLI is installed.

1. Free Workato Developer Sandbox
2. Free Salesforce Developer Org
3. Free Slack Workspace dedicated for Enterprise Second Brain
4. Have created Anthropic API Key

Clone Repo

git clone https://github.com/agentgill/enterprise-second-brain.git
cd enterprise-second-brain

Deploy Salesforce Metadata

1. Authenticate to your Salesforce Developer Org sf org login web -a esb-dev
2. Deploy metadata sf project deploy start -d salesforce/force-app -o esb-dev
3. Assign permission set sf org assign permset -n Second_Brain_Access -o esb-dev

Setup Workato Platform CLI

Install Workato Platform CLI using UV

uv sync --python 3.12

Note: We use UV instead of pip for faster dependency management. The uv run prefix automatically executes commands within the virtual environment without needing to activate it.

Configure Workato API Token

1. Log in to your Workato Sandbox https://app.trial.workato.com
2. Navigate to Workspace admin > API clients
3. Create a new Client role for simplicity when in Developer sandbox, just select all breaking the least privilege principle
4. Create a new API client Select Client role from above and save changes
5. Copy the API token somewhere so you can copy/paste when setting up Workato Platform CLI

Configure Workato Platform CLI

1. Activate venv & Workato Init uv run workato init
2. Create a new profile esb
3. Select Workato region Developer Sandbox https://app.trial.workato.com
4. Copy/paste token generated from Configure Workato API Token
5. Create a new project called src

Deploy Workato Source

As we intend to install the source in a new Workato Developer Sandbox, we need copy the source to our new folder src before we can push into the workspace

1. Copy workato source cp -r workato/* src/ and powershell Copy-Item -Path workato\* -Destination src -Recurse
2. Deploy workato src uv run workato push

Update Workato Connections

1. Login into your Workato Developer Sandbox
2. Login into Slack Workspace (the one you signed up for, not your work one)
3. Navigate to connections for project
4. Then Projects -> src -> esb -> connections
5. Connect Slack - Allow the ‘Workato Trial’ app to access Slack
6. Connect Salesforce - Login to your Salesforce Developer Org & Allow App
7. Connect Anthropic - Update Anthropic API Key with your Key

Create & Configure Slack App

Only do this after you have connected your apps

1. Create a new app https://docs.slack.dev/app-management/quickstart-app-settings
2. Create an app From a manifest
3. Pick a workspace to develop your app in - should be your new Slack workspace (not your work one)
4. Open slack/manifest.json and copy into Create app from Manifest
5. To get the Request URL from the Ingress Recipe
6. Click New event in Slack and copy the Request URL
7. Replace UPDATE_HERE with the Request URL, then next
8. Click Create on the Review summary & create your app
9. Within the Slack App > Features > Event Subscriptions click Retry on the Request URL and Save Changes
10. Within the Slack App > Settings > Install App
11. Click Install to YOUR_WORKSPACE_NAME
12. Allow Allow the ‘App Name’ app to access Slack
13. View app(s) via here https://api.slack.com/apps

Activate Recipes

Start all recipes uv run workato recipes start --all

Project Structure 📁

├── salesforce/          # Salesforce metadata (Second_Brain__c object)
├── workato/             # Workato recipes and connections
├── slack/               # Slack app manifest
├── docs/                # Reference documentation
├── .claude/             # Claude Code skills and commands
└── src/                 # Your local Workato project (created during setup)

Bonus Content 🎁

We've included some extras for Claude Code users:

• Claude Skills - Custom skills for Salesforce admin and Workato development (.claude/skills/)
• Claude Commands - Deploy Salesforce metadata with /deploy-salesforce (.claude/commands/)
• Salesforce Plan - Reference implementation plan (docs/salesforce-plan.md)