生成并发送MadKudu客户简报至Outreach
高级
这是一个CRM, AI Summarization领域的自动化工作流，包含 16 个节点。主要使用 Salesforce, HttpRequest, ManualTrigger, Agent, LmChatOpenAi 等节点。 基于MadKudu、OpenAI和Salesforce的AI生成客户简报，用于Outreach
前置要求
- •Salesforce OAuth 凭证
- •可能需要目标 API 的认证凭证
- •OpenAI API Key
工作流预览
可视化展示节点连接关系，支持缩放和平移
导出工作流
复制以下 JSON 配置到 n8n 导入，即可使用此工作流
{
"id": "pdXKsWas8IGtFKmV",
"meta": {
"instanceId": "f6f8c184929a9f843505f5273ebb41a7a951a35345a1095a4acc1d4034a73fa3",
"templateCredsSetupCompleted": true
},
"name": "生成并发送 MadKudu 客户简报至 Outreach",
"tags": [],
"nodes": [
{
"id": "12db4d8d-66f9-4b64-bba2-36d92d7ce98a",
"name": "当点击“执行工作流”时",
"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": "AI Agent - 研究客户",
"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": "便签",
"type": "n8n-nodes-base.stickyNote",
"position": [
-368,
160
],
"parameters": {
"color": 7,
"width": 416,
"height": 576,
"content": "## 2. 使用 MadKudu MCP 生成客户简报"
},
"typeVersion": 1
},
{
"id": "a861fcc8-441b-47ea-a277-29d2121b17be",
"name": "便签1",
"type": "n8n-nodes-base.stickyNote",
"position": [
80,
160
],
"parameters": {
"color": 7,
"width": 480,
"height": 576,
"content": "## 3. 将简报发送至 Outreach 客户自定义字段"
},
"typeVersion": 1
},
{
"id": "501732af-73d5-4091-a839-34d2950817b5",
"name": "便签2",
"type": "n8n-nodes-base.stickyNote",
"position": [
-720,
160
],
"parameters": {
"color": 7,
"width": 320,
"height": 576,
"content": "## 1.选择要生成简报的客户"
},
"typeVersion": 1
},
{
"id": "6eac43bc-1cd7-4cbb-9f39-49229cb257b0",
"name": "获取客户",
"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 模型",
"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": "获取 Outreach 客户 ID",
"type": "n8n-nodes-base.httpRequest",
"position": [
144,
448
],
"parameters": {
"url": "=https://api.outreach.io/api/v2/accounts?filter[domain]={{ $('Get accounts').item.json.Website }}",
"options": {},
"authentication": "genericCredentialType",
"genericAuthType": "oAuth2Api"
},
"credentials": {
"oAuth2Api": {
"id": "gAB98EPB6jiVxFqm",
"name": "Outreach Oauth"
}
},
"typeVersion": 4.2
},
{
"id": "88b773bf-f3ab-4a93-a31d-b1433cca9a16",
"name": "发送简报至 Outreach 客户自定义字段",
"type": "n8n-nodes-base.httpRequest",
"position": [
352,
448
],
"parameters": {
"url": "=https://api.outreach.io/api/v2/accounts/{{ JSON.parse($(\"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": "便签3",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1552,
160
],
"parameters": {
"width": 336,
"height": 784,
"content": "# 立即试用！"
},
"typeVersion": 1
},
{
"id": "75e03e9c-0f13-4d41-8d0a-8e2ffdf584eb",
"name": "便签说明4",
"type": "n8n-nodes-base.stickyNote",
"position": [
480,
544
],
"parameters": {
"content": "## **在最后一个节点的 JSON 主体中编辑自定义字段 ID (custom49)！**"
},
"typeVersion": 1
},
{
"id": "9d9017f2-8a19-434a-bcf4-5ba8d620a2fd",
"name": "便签说明5",
"type": "n8n-nodes-base.stickyNote",
"position": [
-1088,
160
],
"parameters": {
"color": 7,
"width": 352,
"height": 560,
"content": "## 手动启动工作流"
},
"typeVersion": 1
},
{
"id": "9627ce55-b787-40b3-8b1f-8ee561d70802",
"name": "便签 6",
"type": "n8n-nodes-base.stickyNote",
"position": [
176,
768
],
"parameters": {
"width": 608,
"height": 272,
"content": "#### 🔑 如何连接 Outreach"
},
"typeVersion": 1
},
{
"id": "50e0cc48-dd54-40b5-abbe-c1293ee8429d",
"name": "便签 7",
"type": "n8n-nodes-base.stickyNote",
"position": [
-304,
768
],
"parameters": {
"width": 432,
"content": "#### 🔑 如何连接 MadKudu MCP"
},
"typeVersion": 1
},
{
"id": "8d9c627d-0e31-4c65-84f4-52a75ce5541c",
"name": "## 为什么选择 4o 模型？👆",
"type": "n8n-nodes-base.stickyNote",
"position": [
-688,
640
],
"parameters": {
"content": "## **编辑 Salesforce 筛选规则和限制！**"
},
"typeVersion": 1
}
],
"active": false,
"pinData": {},
"settings": {
"executionOrder": "v1"
},
"versionId": "39a2fc96-5f89-4f9e-b663-9f3fa5992fa4",
"connections": {
"MadKudu MCP": {
"ai_tool": [
[
{
"node": "AI Agent - Research Accounts",
"type": "ai_tool",
"index": 0
}
]
]
},
"Get accounts": {
"main": [
[
{
"node": "AI Agent - Research Accounts",
"type": "main",
"index": 0
}
]
]
},
"OpenAI Model": {
"ai_languageModel": [
[
{
"node": "AI Agent - Research Accounts",
"type": "ai_languageModel",
"index": 0
}
]
]
},
"Get Outreach Account ID": {
"main": [
[
{
"node": "Send Brief to Outreach Account custom field",
"type": "main",
"index": 0
}
]
]
},
"AI Agent - Research Accounts": {
"main": [
[
{
"node": "Get Outreach Account ID",
"type": "main",
"index": 0
}
]
]
},
"When clicking ‘Execute workflow’": {
"main": [
[
{
"node": "Get accounts",
"type": "main",
"index": 0
}
]
]
}
}
}常见问题
如何使用这个工作流？
复制上方的 JSON 配置代码，在您的 n8n 实例中创建新工作流并选择「从 JSON 导入」，粘贴配置后根据需要修改凭证设置即可。
这个工作流适合什么场景？
高级 - 客户关系管理, AI 摘要总结
需要付费吗？
本工作流完全免费，您可以直接导入使用。但请注意，工作流中使用的第三方服务（如 OpenAI API）可能需要您自行付费。
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