Templates / AI-generated account briefs with MadKudu, OpenAI & Salesforce for Outreach

AI-generated account briefs with MadKudu, OpenAI & Salesforce for Outreach

Ready for 3.0

by Margo Rey ✓ · 377 views · created 2025-08-01 · CRM, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 7 nodes and runs manually, when you click “Execute workflow”. Along the way it connects MCP Client, Salesforce and OpenAI Chat Model.

How it runs

Trigger: Manually, when you click “Execute workflow”.

  1. Get accounts (Salesforce): get many (account)
  2. AI Agent: runs an AI agent, with model: OpenAI Model; 1 tool (MadKudu MCP)
  3. Get Outreach Account ID (HTTP Request): calls an HTTP API
  4. Send Brief to Outreach Account custom field (HTTP Request): calls an HTTP API (PATCH)

Services it uses

MCP ClientSalesforceOpenAI Chat Model

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (6)

From the author

Generate and send MadKudu Account Brief into Outreach This workflow generates an account brief tailored to your company using MadKudu MCP and OpenAI and syncs it to a custom field in Outreach. Its for Sales who want to give reps rich account context right…

Excerpt from Margo Rey's description on n8n.io.

View the original on n8n.io → Check your own copy

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