Automation library · Lead generation

AI-generated account briefs with MadKudu and OpenAI

Started by an event in a connected app, and works across Salesforce. It hands the judgement calls to OpenAI. 7 steps: small enough to read in one sitting and change without fear.

SmallCalls a model: OpenAI

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7 stepsSmall: readable in one sitting
0Branches: places the flow splits
0Loops or waits
1Service it connects to

The flow

Starts it 1Model 3Service 3

The steps in the order they run, from what starts it.

  1. 1When clicking ‘Execute workflow’Manual triggerStarts it
  2. 2MadKudu MCPMcp Client ToolModel
  3. 3OpenAI ModelLm Chat Open AiModel
  4. 4Get accountsSalesforceService
  5. 5AI Agent - Research AccountsAgentModel
  6. 6Get Outreach Account IDHttp RequestService
  7. 7Send Brief to Outreach Account custom fieldHttp RequestService

How it's built

Starts on
An event in a connected app
Steps
7
Size
Small: readable in one sitting
Connects to
Salesforce
Model
OpenAI

Questions

What does it need to run?

An n8n account, plus your own Salesforce account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Not long. At 7 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 7 steps before you point it at anything that matters.