Generieren und Senden eines MadKudu-Kundenbriefings an Outreach

Experte

Dies ist ein CRM, AI Summarization-Bereich Automatisierungsworkflow mit 16 Nodes. Hauptsächlich werden Salesforce, HttpRequest, ManualTrigger, Agent, LmChatOpenAi und andere Nodes verwendet. KI-generiertes Kundenbriefing basierend auf MadKudu, OpenAI und Salesforce für den Einsatz in Outreach

Voraussetzungen
  • Salesforce OAuth-Anmeldedaten
  • Möglicherweise sind Ziel-API-Anmeldedaten erforderlich
  • OpenAI API Key
Workflow-Vorschau
Visualisierung der Node-Verbindungen, mit Zoom und Pan
Workflow exportieren
Kopieren Sie die folgende JSON-Konfiguration und importieren Sie sie in n8n
{
  "id": "pdXKsWas8IGtFKmV",
  "meta": {
    "instanceId": "f6f8c184929a9f843505f5273ebb41a7a951a35345a1095a4acc1d4034a73fa3",
    "templateCredsSetupCompleted": true
  },
  "name": "Generate and send MadKudu Account Brief into Outreach",
  "tags": [],
  "nodes": [
    {
      "id": "12db4d8d-66f9-4b64-bba2-36d92d7ce98a",
      "name": "Bei Klick auf 'Workflow ausführen'",
      "type": "n8n-nodes-base.manualTrigger",
      "position": [
        -928,
        448
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "b6e9968b-0868-443b-a3b0-66888798c23d",
      "name": "MadKudu MCP",
      "type": "@n8n/n8n-nodes-langchain.mcpClientTool",
      "position": [
        -112,
        624
      ],
      "parameters": {
        "sseEndpoint": "=https://mcp.madkudu.com/{{$vars.madkudu_api_key}}/sse"
      },
      "typeVersion": 1
    },
    {
      "id": "b7526bd1-f0ce-4c61-9462-5facd6b0b979",
      "name": "KI-Agent - Konten recherchieren",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        -304,
        448
      ],
      "parameters": {
        "text": "=For each account, with their   {{ $json.Website }}, use MadKudu MCP to generate an account brief (madkudu-account-brief-instructions tool)\n\n",
        "options": {},
        "promptType": "define"
      },
      "typeVersion": 2.1
    },
    {
      "id": "0821e180-6755-4812-ae59-c942eb0bcd85",
      "name": "Notiz",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -368,
        160
      ],
      "parameters": {
        "color": 7,
        "width": 416,
        "height": 576,
        "content": "## 2. Generate Account Brief with MadKudu MCP\nThis step uses your MadKudu MCP + OpenAI to auto-write a summary.\n\nThrough MadKudu MCP, the agent researches recent company news online,   key information from your CRM, engaged contacts, job openings ... (from your integrations connected to MadKudu) and converts it into plain-English brief tailored to sales. \"Intro, Why, Why now, Why us, Risks\" according to Madkudu instructions \n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "a861fcc8-441b-47ea-a277-29d2121b17be",
      "name": "Notiz1",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        80,
        160
      ],
      "parameters": {
        "color": 7,
        "width": 480,
        "height": 576,
        "content": "## 3. Send Brief to Outreach Account custom field\n- First node looks up the Outreach account using the domain\n- Second node writes the brief to a custom field (like custom49) **Edit the custom field ID in the JSON Body!** to not overwrite an existing field\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "501732af-73d5-4091-a839-34d2950817b5",
      "name": "Notiz2",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -720,
        160
      ],
      "parameters": {
        "color": 7,
        "width": 320,
        "height": 576,
        "content": "## 1.Select Accounts to Generate a Brief for\nUse your own Salesforce filters to choose which accounts to generate the brief for.\nExample: MadKudu Customer Fit score > 90 and MadKudu Likelihood to Buy score > 90\n\n**Keep the limit at 1 to test the flow first** then remove the limit when you are ready\n"
      },
      "typeVersion": 1
    },
    {
      "id": "6eac43bc-1cd7-4cbb-9f39-49229cb257b0",
      "name": "Konten abrufen",
      "type": "n8n-nodes-base.salesforce",
      "position": [
        -592,
        448
      ],
      "parameters": {
        "limit": 1,
        "options": {
          "fields": "id, name, website, ownerid, numberofemployees",
          "conditionsUi": {
            "conditionValues": [
              {
                "field": "mk_customer_fit_score__c",
                "value": "90",
                "operation": ">="
              },
              {
                "field": "mk_likelihood_to_buy_score__c",
                "value": "90",
                "operation": ">="
              }
            ]
          }
        },
        "resource": "account",
        "operation": "getAll"
      },
      "credentials": {
        "salesforceOAuth2Api": {
          "id": "JGrEbL7AQXkJKy8c",
          "name": "Salesforce account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "2a208e7e-f03f-445f-8e5a-7253cf69a029",
      "name": "OpenAI Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        -304,
        624
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4.1-mini",
          "cachedResultName": "gpt-4.1-mini"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "gmWcRtweC5afMtgW",
          "name": "n8n free OpenAI API credits"
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "dc2301bc-f773-428d-8897-bc5a82cea65b",
      "name": "Outreach Account-ID abrufen",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        144,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts?filter[domain]={{ $('Get accounts').item.json.Website }}",
        "options": {},
        "authentication": "genericCredentialType",
        "genericAuthType": "oAuth2Api"
      },
      "credentials": {
        "oAuth2Api": {
          "id": "gAB98EPB6jiVxFqm",
          "name": "Outreach Oauth"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "88b773bf-f3ab-4a93-a31d-b1433cca9a16",
      "name": "Briefing an Outreach Account benutzerdefiniertes Feld senden",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        352,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts/{{ JSON.parse($(\"Get Outreach Account ID\").item.json.data).data[0].id }}",
        "body": "={   \"data\": {     \n     \"type\": \"account\",     \n      \"id\": {{ JSON.parse($('Get Outreach Account ID').item.json.data).data[0].id }},     \n      \"attributes\": {       \n           \"custom49\": {{ JSON.stringify($('AI Agent - Research Accounts').item.json.output) }}    \n      }   \n   } \n}",
        "method": "PATCH",
        "options": {},
        "sendBody": true,
        "contentType": "raw",
        "authentication": "genericCredentialType",
        "rawContentType": "JSON",
        "genericAuthType": "oAuth2Api"
      },
      "credentials": {
        "oAuth2Api": {
          "id": "gAB98EPB6jiVxFqm",
          "name": "Outreach Oauth"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "d2a2002c-5fd3-4a74-b7b1-fbf4b7ee4b03",
      "name": "Notiz3",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1552,
        160
      ],
      "parameters": {
        "width": 336,
        "height": 784,
        "content": "# Try it Out!\nThis workflow generates an Account Brief with MadKudu MCP for Salesforce accounts you selected and sends the brief to an Outreach Account custom field so you can leverage it with Outreach Revenue Agent\n\nIt automatically researches the account with all information MadKudu has from your data and external signals and syncs a clean, AI-written summary into a custom field inside Outreach — giving sales reps more context before reaching out.\n\nThis helps your team stay relevant without digging through CRM, dashboards or websites manually.\n\n##  How It Works\n1. Choose accounts to generates the brief for in Salesforce based on your own filters\n\n2. Generate a summary with AI\nThe agent pulls instructions and context from MadKudu MCP and crafts the account brief.\n\n3. Sync to Outreach\nThe brief is written into a custom field (e.g. custom49) on the matching Outreach account.\n\n## Need help?\nCheck out [n8n docs](https://docs.n8n.io/) or [MadKudu MCP docs](https://developers.madkudu.com/madkudu-mcp/what-is-madkudu-mcp)  or ask [product@madkudu.com](product@madkudu.com)\n\nHappy hacking!\n\n"
      },
      "typeVersion": 1
    },
    {
      "id": "75e03e9c-0f13-4d41-8d0a-8e2ffdf584eb",
      "name": "Notiz4",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        480,
        544
      ],
      "parameters": {
        "content": "## **Edit the custom field ID (custom49) in the JSON Body of the last node!** "
      },
      "typeVersion": 1
    },
    {
      "id": "9d9017f2-8a19-434a-bcf4-5ba8d620a2fd",
      "name": "Notiz5",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -1088,
        160
      ],
      "parameters": {
        "color": 7,
        "width": 352,
        "height": 560,
        "content": "## Start the Workflow Manually\nThis trigger runs the workflow when you click \"Execute Workflow\" in n8n.\n\nFor production use, you could:\n\nSwap with a Schedule Trigger to run daily/weekly"
      },
      "typeVersion": 1
    },
    {
      "id": "9627ce55-b787-40b3-8b1f-8ee561d70802",
      "name": "Notiz6",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        176,
        768
      ],
      "parameters": {
        "width": 608,
        "height": 272,
        "content": "#### 🔑 How to connect Outreach\n1. In n8n, add a new Oauth2 API credential and copy the callback URL \n2. Now go to **[Outreach developer portal](https://developers.outreach.io/apps/)**\n2. Click “Add” to create a new app \n3. In **Feature selection** add **Outreach API (OAuth)** \n4. In **API Access (Oauth)** set the redirect URI to the n8n callback \n5. Select the following scopes  accounts.read, accounts.write \n6. Save in Outreach\n7. Now enter the Outreach **Application ID** into n8n **Client Id** and the Outreach **Application Secret** into n8n **Client secret**\n8. Save in n8n and connect via Oauth your Outreach Account"
      },
      "typeVersion": 1
    },
    {
      "id": "50e0cc48-dd54-40b5-abbe-c1293ee8429d",
      "name": "Notiz7",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -304,
        768
      ],
      "parameters": {
        "width": 432,
        "content": "#### 🔑 How to connect MadKudu MCP \nIn n8n, add a new **[Variable](https://docs.n8n.io/code/variables/)** to store your **[MadKudu API key](https://developers.madkudu.com/getting-started/quickstart)** . \nName it **madkudu_api_key** it's automatically inserting the API in the SSE URL of the MCP Tool"
      },
      "typeVersion": 1
    },
    {
      "id": "8d9c627d-0e31-4c65-84f4-52a75ce5541c",
      "name": "Notiz8",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        -688,
        640
      ],
      "parameters": {
        "content": "## **Edit the Salesforce filter rules and Limit!** "
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {},
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "39a2fc96-5f89-4f9e-b663-9f3fa5992fa4",
  "connections": {
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    "2a208e7e-f03f-445f-8e5a-7253cf69a029": {
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            "type": "ai_languageModel",
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    "dc2301bc-f773-428d-8897-bc5a82cea65b": {
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  }
}
Häufig gestellte Fragen

Wie verwende ich diesen Workflow?

Kopieren Sie den obigen JSON-Code, erstellen Sie einen neuen Workflow in Ihrer n8n-Instanz und wählen Sie "Aus JSON importieren". Fügen Sie die Konfiguration ein und passen Sie die Anmeldedaten nach Bedarf an.

Für welche Szenarien ist dieser Workflow geeignet?

Experte - Kundenbeziehungsmanagement, KI-Zusammenfassung

Ist es kostenpflichtig?

Dieser Workflow ist völlig kostenlos. Beachten Sie jedoch, dass Drittanbieterdienste (wie OpenAI API), die im Workflow verwendet werden, möglicherweise kostenpflichtig sind.

Workflow-Informationen
Schwierigkeitsgrad
Experte
Anzahl der Nodes16
Kategorie2
Node-Typen7
Schwierigkeitsbeschreibung

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Externe Links
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Kategorien

Kategorien: 34