Générer et envoyer le briefing client MadKudu vers Outreach

Avancé

Ceci est unCRM, AI Summarizationworkflow d'automatisation du domainecontenant 16 nœuds.Utilise principalement des nœuds comme Salesforce, HttpRequest, ManualTrigger, Agent, LmChatOpenAi. Génération par IA de briefings clients basés sur MadKudu, OpenAI et Salesforce, pour utilisation dans Outreach

Prérequis
  • Informations d'identification OAuth Salesforce
  • Peut nécessiter les informations d'identification d'authentification de l'API cible
  • Clé API OpenAI

Catégorie

Aperçu du workflow
Visualisation des connexions entre les nœuds, avec support du zoom et du déplacement
Exporter le workflow
Copiez la configuration JSON suivante dans n8n pour importer et utiliser ce workflow
{
  "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": "Au clic sur 'Exécuter le workflow'",
      "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": "Agent IA - Recherche de comptes",
      "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": "Note adhésive",
      "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": "Note adhésive 1",
      "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": "Note adhésive 2",
      "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": "Obtenir les comptes",
      "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": "Obtenir l'ID de compte Outreach",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        144,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts?filter[domain]={{ $('Get accounts').item.json.Website }}",
        "options": {},
        "authentication": "genericCredentialType",
        "genericAuthType": "oAuth2Api"
      },
      "credentials": {
        "oAuth2Api": {
          "id": "gAB98EPB6jiVxFqm",
          "name": "Outreach Oauth"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "88b773bf-f3ab-4a93-a31d-b1433cca9a16",
      "name": "Envoyer le briefing au champ personnalisé du compte Outreach",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        352,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts/{{ JSON.parse($(\"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": "Note adhésive 3",
      "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": "Note adhésive 4",
      "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": "Note adhésive 5",
      "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": "Note adhésive 6",
      "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": "Note adhésive 7",
      "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": "Note adhésive 8",
      "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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            "type": "ai_languageModel",
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}
Foire aux questions

Comment utiliser ce workflow ?

Copiez le code de configuration JSON ci-dessus, créez un nouveau workflow dans votre instance n8n et sélectionnez "Importer depuis le JSON", collez la configuration et modifiez les paramètres d'authentification selon vos besoins.

Dans quelles scénarios ce workflow est-il adapté ?

Avancé - CRM, Résumé IA

Est-ce payant ?

Ce workflow est entièrement gratuit et peut être utilisé directement. Veuillez noter que les services tiers utilisés dans le workflow (comme l'API OpenAI) peuvent nécessiter un paiement de votre part.

Informations sur le workflow
Niveau de difficulté
Avancé
Nombre de nœuds16
Catégorie2
Types de nœuds7
Description de la difficulté

Adapté aux utilisateurs avancés, avec des workflows complexes contenant 16+ nœuds

Liens externes
Voir sur n8n.io

Partager ce workflow

Catégories

Catégories: 34