Generar y enviar el resumen del cliente de MadKudu a Outreach

Avanzado

Este es unCRM, AI Summarizationflujo de automatización del dominio deautomatización que contiene 16 nodos.Utiliza principalmente nodos como Salesforce, HttpRequest, ManualTrigger, Agent, LmChatOpenAi. Resumen del cliente generado por IA basado en MadKudu, OpenAI y Salesforce, para usar en Outreach

Requisitos previos
  • Credenciales OAuth de Salesforce
  • Pueden requerirse credenciales de autenticación para la API de destino
  • Clave de API de OpenAI
Vista previa del flujo de trabajo
Visualización de las conexiones entre nodos, con soporte para zoom y panorámica
Exportar flujo de trabajo
Copie la siguiente configuración JSON en n8n para importar y usar este flujo de trabajo
{
  "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": "Al hacer clic en 'Ejecutar flujo de trabajo'",
      "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": "Agentee de IA - Investigar cuentas",
      "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": "Nota adhesiva",
      "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": "Nota adhesiva1",
      "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": "Nota adhesiva2",
      "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": "Obtener cuentas",
      "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": "Obtener ID de cuenta de Outreach",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        144,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts?filter[domain]={{ $('Get accounts').item.json.Website }}",
        "options": {},
        "authentication": "genericCredentialType",
        "genericAuthType": "oAuth2Api"
      },
      "credentials": {
        "oAuth2Api": {
          "id": "gAB98EPB6jiVxFqm",
          "name": "Outreach Oauth"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "88b773bf-f3ab-4a93-a31d-b1433cca9a16",
      "name": "Enviar informe al campo personalizado de cuenta de Outreach",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        352,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts/{{ JSON.parse($(\"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": "Nota adhesiva3",
      "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": "Nota adhesiva4",
      "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": "Nota adhesiva5",
      "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": "Nota adhesiva6",
      "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": "Nota adhesiva7",
      "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": "Nota adhesiva8",
      "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": {
    "b6e9968b-0868-443b-a3b0-66888798c23d": {
      "ai_tool": [
        [
          {
            "node": "Agente de IA - Investigar cuentas",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "6eac43bc-1cd7-4cbb-9f39-49229cb257b0": {
      "main": [
        [
          {
            "node": "Agente de IA - Investigar cuentas",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "2a208e7e-f03f-445f-8e5a-7253cf69a029": {
      "ai_languageModel": [
        [
          {
            "node": "Agente de IA - Investigar cuentas",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "dc2301bc-f773-428d-8897-bc5a82cea65b": {
      "main": [
        [
          {
            "node": "88b773bf-f3ab-4a93-a31d-b1433cca9a16",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Agente de IA - Investigar cuentas": {
      "main": [
        [
          {
            "node": "dc2301bc-f773-428d-8897-bc5a82cea65b",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "12db4d8d-66f9-4b64-bba2-36d92d7ce98a": {
      "main": [
        [
          {
            "node": "6eac43bc-1cd7-4cbb-9f39-49229cb257b0",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
Preguntas frecuentes

¿Cómo usar este flujo de trabajo?

Copie el código de configuración JSON de arriba, cree un nuevo flujo de trabajo en su instancia de n8n y seleccione "Importar desde JSON", pegue la configuración y luego modifique la configuración de credenciales según sea necesario.

¿En qué escenarios es adecuado este flujo de trabajo?

Avanzado - CRM, Resumen de IA

¿Es de pago?

Este flujo de trabajo es completamente gratuito, puede importarlo y usarlo directamente. Sin embargo, tenga en cuenta que los servicios de terceros utilizados en el flujo de trabajo (como la API de OpenAI) pueden requerir un pago por su cuenta.

Información del flujo de trabajo
Nivel de dificultad
Avanzado
Número de nodos16
Categoría2
Tipos de nodos7
Descripción de la dificultad

Adecuado para usuarios avanzados, flujos de trabajo complejos con 16+ nodos

Enlaces externos
Ver en n8n.io

Compartir este flujo de trabajo

Categorías

Categorías: 34