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MadKudu 고객 브리핑 생성 및 Outreach 전송

고급

이것은CRM, AI Summarization분야의자동화 워크플로우로, 16개의 노드를 포함합니다.주로 Salesforce, HttpRequest, ManualTrigger, Agent, LmChatOpenAi 등의 노드를 사용하며. MadKudu, OpenAI, Salesforce를 활용한 AI 생성 고객 브리핑을 Outreach에 사용

사전 요구사항
  • Salesforce OAuth 인증 정보
  • 대상 API의 인증 정보가 필요할 수 있음
  • OpenAI API Key
워크플로우 미리보기
노드 연결 관계를 시각적으로 표시하며, 확대/축소 및 이동을 지원합니다
워크플로우 내보내기
다음 JSON 구성을 복사하여 n8n에 가져오면 이 워크플로우를 사용할 수 있습니다
{
  "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": "워크플로우 '실행' 클릭 시",
      "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 에이전트 - 계정 조사",
      "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": "스티키 노트",
      "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": "스티키 노트1",
      "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": "스티키 노트2",
      "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": "계정 가져오기",
      "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 모델",
      "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 계정 ID 가져오기",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        144,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts?filter[domain]={{ $('Get accounts').item.json.Website }}",
        "options": {},
        "authentication": "genericCredentialType",
        "genericAuthType": "oAuth2Api"
      },
      "credentials": {
        "oAuth2Api": {
          "id": "gAB98EPB6jiVxFqm",
          "name": "Outreach Oauth"
        }
      },
      "typeVersion": 4.2
    },
    {
      "id": "88b773bf-f3ab-4a93-a31d-b1433cca9a16",
      "name": "브리핑을 Outreach 계정 사용자 정의 필드로 전송",
      "type": "n8n-nodes-base.httpRequest",
      "position": [
        352,
        448
      ],
      "parameters": {
        "url": "=https://api.outreach.io/api/v2/accounts/{{ JSON.parse($(\"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": "스티키 노트3",
      "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": "스티키 노트4",
      "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": "스티키 노트5",
      "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": "스티키 노트6",
      "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": "스티키 노트7",
      "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": "스티키 노트8",
      "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",
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}
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이 워크플로우를 어떻게 사용하나요?

위의 JSON 구성 코드를 복사하여 n8n 인스턴스에서 새 워크플로우를 생성하고 "JSON에서 가져오기"를 선택한 후, 구성을 붙여넣고 필요에 따라 인증 설정을 수정하세요.

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