AI-generated account briefs with MadKudu, OpenAI & Salesforce for Outreach
Ready for 3.0What 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”.
- Get accounts (Salesforce): get many (account)
- AI Agent: runs an AI agent, with model: OpenAI Model; 1 tool (MadKudu MCP)
- Get Outreach Account ID (HTTP Request): calls an HTTP API
- Send Brief to Outreach Account custom field (HTTP Request): calls an HTTP API (PATCH)
Services it uses
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)
- Manual Trigger
n8n-nodes-base.manualTrigger - MCP Client Tool
@n8n/n8n-nodes-langchain.mcpClientTool - AI Agent
@n8n/n8n-nodes-langchain.agent - Salesforce
n8n-nodes-base.salesforce - OpenAI Chat Model
@n8n/n8n-nodes-langchain.lmChatOpenAi - HTTP Request
n8n-nodes-base.httpRequest
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…