Automated Account Brief Generation for Outreach

This workflow streamlines the process of researching and creating detailed account briefs for sales outreach. Triggered manually in n8n, it begins by selecting target accounts from Salesforce based on custom filters such as high fit and likelihood to buy scores. It then employs MadKudu MCP and OpenAI to research the account’s recent news, CRM data, and external signals, generating a comprehensive, AI-crafted summary. Next, the workflow retrieves the corresponding Outreach account using the domain and updates a specified custom field with the generated brief via Outreach API. This automation enhances sales reps’ ability to personalize outreach with rich, relevant context, all without manual research, thereby increasing engagement and efficiency.