MadKudu顧客ブリーフを生成しOutreachへ送信

上級

これはCRM, AI Summarization分野の自動化ワークフローで、16個のノードを含みます。主にSalesforce, HttpRequest, ManualTrigger, Agent, LmChatOpenAiなどのノードを使用。 MadKudu、OpenAI、Salesforceを活用したAI生成顧客ブリーフをOutreach用に作成

前提条件
  • Salesforce OAuth認証情報
  • ターゲットAPIの認証情報が必要な場合あり
  • OpenAI API Key

カテゴリー

ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "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": "ワークフロー実行時",
      "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エージェント - アカウント調査",
      "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": "付箋",
      "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": "付箋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": "付箋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": "アカウント取得",
      "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アカウントID取得",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        144,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts?filter[domain]={{ $('Get accounts').item.json.Website }}",
        "options": {},
        "authentication": "genericCredentialType",
        "genericAuthType": "oAuth2Api"
      },
      "credentials": {
        "oAuth2Api": {
          "id": "gAB98EPB6jiVxFqm",
          "name": "Outreach Oauth"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "88b773bf-f3ab-4a93-a31d-b1433cca9a16",
      "name": "ブリーフをOutreachアカウントカスタムフィールドへ送信",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        352,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts/{{ JSON.parse($(\"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": "付箋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": "付箋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": "付箋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": "付箋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": "付箋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": "付箋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"
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}
よくある質問

このワークフローの使い方は?

上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。

このワークフローはどんな場面に適していますか?

上級 - 顧客管理, AI要約

有料ですか?

このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。

ワークフロー情報
難易度
上級
ノード数16
カテゴリー2
ノードタイプ7
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

外部リンク
n8n.ioで表示

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カテゴリー

カテゴリー: 34