Nalin
Templates by Nalin
Automate ABM research to outreach with Octave, AI, and Instantly.ai
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Complete account-based outreach automation with Octave context engine Who is this for? Revenue teams, account-based marketing professionals, and growth operators who want a complete, automated pipeline from account identification to contextualized outreach. Built for teams ready to move beyond fragmented point solutions to an integrated, context-aware GTM engine. What problem does this solve? Most GTM teams are flying blind with disconnected tools that can't talk to each other. You qualify accounts in one system, find contacts in another, research context manually, then hope your email sequences land. Each step loses context, and by the time you're writing outreach, you've forgotten why the account was qualified in the first place. Octave centralizes all this typically fragmented context - your ICP definitions, personas, value propositions, and business logic - so every agent operation can act on the same unified understanding of your market. This workflow demonstrates how Octave's agents work together seamlessly because they all share the same context foundation. What this workflow does Complete Account-to-Outreach Pipeline: This workflow demonstrates the full power of Octave's context engine by connecting multiple agent operations in a seamless flow. Unlike traditional tools that lose context at each handoff, Octave centralizes your business context - ICP definitions, personas, value propositions, competitive positioning - so every agent operates from the same unified understanding of your market. External Context Research: Gathers real-time external data about target accounts (job postings, news, funding, etc.) Processes this information to create runtime context for later use in outreach Establishes the "why reach out now" foundation for the entire workflow Company-Level Qualification: Uses Octave's company qualification to assess account fit against your specific offering Leverages Product and Segment-level fit criteria defined in your Library Filters out accounts that don't meet your qualification thresholds Ensures only high-potential accounts proceed through the workflow Intelligent Contact Discovery: Runs Octave's prospector agent on qualified accounts Finds relevant stakeholders based on responsibilities and business context, not just job titles Discovers multiple contacts per account for comprehensive coverage Maintains qualification context when identifying the right people Runtime Context Integration: Takes the external context gathered at the beginning and injects it into sequence generation Creates truly dynamic, timely outreach that references current company events Generates sequences that feel impossibly relevant and well-researched Multi-Contact Sequence Generation: Splits discovered contacts into individual records for processing Generates contextualized email sequences for each contact Maintains account-level context while creating contact-specific messaging Produces sequences (1-7 emails) that feel unmistakably meant for each person Automated Campaign Deployment: Automatically adds all qualified contacts with their contextualized sequences to email campaigns Maps dynamic content to campaign variables for seamless execution Maintains the context chain from qualification through delivery Setup Required Credentials: Octave API key and workspace access External data source API (job boards, news APIs, enrichment services, etc.) Email platform API key (Instantly.ai configured, easily adaptable) Optional: LLM credentials if using the example external research agent Step-by-Step Configuration: Set up Account Input Source: Replace your-webhook-path-here with a unique, secure path Configure your account source (CRM, website visitors, target lists) to send company data Ensure account data includes company name and domain for processing Configure External Context Research: Replace the example AI agent with your preferred external data source Set up connections to job boards, news APIs, or enrichment services Configure context gathering to find timely, relevant information about target accounts Set up Company Qualification Agent: Add your Octave API credentials Replace your-octave-company-qualification-agent-id with your actual agent ID Configure qualification criteria at Product and Segment levels in your Octave Library Configure Prospector Agent: Replace your-octave-prospector-agent-id with your actual prospector agent ID Define target personas and stakeholder types in your Octave Library Set contact discovery parameters for optimal coverage Set up Sequence Agent: Replace your-octave-sequence-agent-id with your actual sequence agent ID Configure runtime context integration for dynamic content Test sequence quality with the external context integration Configure Email Campaign Platform: Add your email platform API credentials Replace your-campaign-id-here with your actual campaign ID Ensure campaign supports custom variables for dynamic content Required Webhook Payload Format: json { "body": { "companyName": "InnovateTech Solutions", "companyDomain": "innovatetech.com" } } How to customize External Context Sources: Replace the example research with your data sources: Job Board APIs: Reference current hiring and team expansion News APIs: Mention funding, product launches, or market expansion Enrichment Services: Pull technology adoption, market changes, or competitive moves Social Monitoring: Reference recent company posts or industry discussions Company Qualification: Configure qualification in your Octave company qualification agent: Product Level: Define "good fit" and "bad fit" questions for your core offering Segment Level: Set criteria for different market segments or use cases Qualification Thresholds: Adjust the filter score based on your standards Contact Discovery: Customize prospecting in your Octave prospector agent: Target Personas: Define which Library personas to prioritize Organizational Levels: Focus on specific seniority levels or decision-making authority Contact Volume: Adjust how many contacts to discover per qualified account Runtime Context Integration: Configure dynamic content injection: Context Definition: Specify what external data represents in your sequences Usage Instructions: Define how to incorporate context into messaging Email-Level Control: Apply different context to different emails in sequences Sequence Generation: Customize email creation: Core Context (Library): Define personas, use cases, and offering definitions Strategy (Playbooks): Configure messaging frameworks and value propositions Writing Style (Agent): Adjust tone, voice, and communication approach Campaign Integration: Adapt for different email platforms: Update API endpoints and authentication for your preferred platform Modify variable mapping for platform-specific requirements Adjust sequence formatting and length based on platform capabilities Use Cases Complete inbound lead processing from website visitor to qualified outreach Event-triggered account processing for funding announcements or hiring spikes Competitive displacement campaigns with account qualification and contact discovery Market expansion automation for entering new territories or segments Product launch outreach with context-aware targeting and messaging Customer expansion workflows for upselling within existing account bases
By NalinQualify and Enrich Leads with Octave's Contextual Insights and Slack Alerts
This workflow contains community nodes that are only compatible with the self-hosted version of n8n. Qualify and enrich inbound leads with contextual insights and Slack alerts Who is this for? Sales teams, account executives, and RevOps professionals who need more than just basic lead scoring. Built for teams that want deep contextual insights about qualified prospects to enable truly relevant conversations from the first touchpoint. What problem does this solve? Most qualification stops at "good fit" or "bad fit" - but that leaves sales teams flying blind when it comes to actually engaging the prospect. You know they're qualified, but what are their specific pain points? What value propositions resonate? Which reference customers should you mention? This workflow uses Octave's context engine to not only qualify leads but enrich them with actionable insights that turn cold outreach into warm, contextualized conversations. What this workflow does Inbound Lead Processing: Receives lead information via webhook (firstName, companyName, companyDomain, profileURL, jobTitle) Processes leads from website forms, demo requests, content downloads, or trial signups Validates and structures lead data for intelligent qualification and enrichment Contextualized Lead Qualification: Leverages Octave's context engine to score leads against your specific ICP Analyzes company fit, role relevance, and timing indicators Generates qualification scores (1-10) with detailed rationale Filters out low-scoring leads (configurable threshold - default >5) Deep Lead Enrichment: Uses Octave's enrichment engine to generate contextual insights about qualified leads Identifies primary responsibilities, pain points, and relevant value propositions Suggests appropriate reference customers and use cases to mention Provides sales teams with conversation starters grounded in your business context Enhanced Sales Alerts: Sends enriched Slack alerts with qualification score plus actionable insights Includes suggested talking points, pain points, and reference customers Enables sales teams to have contextualized conversations from first contact Setup Required Credentials: Octave API key and workspace access Slack OAuth credentials with channel access Access to your lead source system (website forms, CRM, etc.) Step-by-Step Configuration: Set up Octave Qualification Agent: Add your Octave API credentials in n8n Replace your-octave-qualification-agent-id with your actual qualification agent ID Configure your qualification agent with your ICP criteria and business context Set up Octave Enrichment Agent: Replace your-octave-enrichment-agent-id with your actual enrichment agent ID Configure enrichment outputs based on the insights most valuable to your sales process Test enrichment quality with sample leads from your target market Configure Slack Integration: Add your Slack OAuth credentials to n8n Replace your-slack-channel-id with the channel for enriched lead alerts Customize the Slack message template with the enrichment fields most useful for your sales team Set up Lead Source: Replace your-webhook-path-here with a unique, secure path Configure your website forms, CRM, or lead source to send data to the webhook Ensure consistent data formatting across lead sources Customize Qualification Filter: Adjust the Filter node threshold (default: score > 5) Modify based on your lead volume and qualification standards Test with sample leads to calibrate scoring Required Webhook Payload Format: json { "body": { "firstName": "Sarah", "lastName": "Johnson", "companyName": "ScaleUp Technologies", "companyDomain": "scaleuptech.com", "profileURL": "https://linkedin.com/in/sarahjohnson", "jobTitle": "VP of Engineering" } } How to customize Qualification Criteria: Customize scoring in your Octave qualification agent: Product Level: Define "good fit" and "bad fit" questions that determine if someone needs your core offering Persona Level: Set criteria for specific buyer personas and their unique qualification factors Segment Level: Configure qualification logic for different market segments or use cases Multi-Level Qualification: Qualify against Product + Persona, Product + Segment, or all three levels combined Enrichment Insights: Configure your Octave enrichment agent to surface the most valuable insights: Primary Responsibilities: What this person actually does day-to-day Pain Points: Specific challenges they face that your solution addresses Value Propositions: Which benefits resonate most with their role and situation Reference Customers: Similar companies/roles that have succeeded with your solution Conversation Starters: Contextual talking points for outreach Slack Alert Format: Customize the enrichment data included in alerts: Add or remove enrichment fields based on sales team preferences Modify message formatting for better readability Include additional webhook data if needed Scoring Threshold: Adjust the Filter node to match your qualification standards Integration Channels: Replace Slack with email, CRM updates, or other notification systems Use Cases High-value enterprise lead qualification and research automation Demo request enrichment for contextual sales conversations Event lead processing with immediate actionable insights Website visitor qualification and conversation preparation Trial signup enrichment for targeted sales outreach Content download lead scoring with context-aware follow-up preparation
By NalinDiscover decision makers by responsibilities (not titles) with Octave & Airtable
Discover relevant contacts from target accounts using Octave intelligent prospecting Who is this for? Sales development teams, account-based marketing professionals, and RevOps teams who are tired of generic job title filtering that misses the real decision makers. Built for teams that need to find the right people based on actual responsibilities and business context, not just titles on LinkedIn. What problem does this solve? Most prospecting tools are flying blind when it comes to finding the right contacts. You search for "VP of Engineering" but miss the "Head of Platform" who actually owns your use case. You filter by "Marketing Director" but the "Growth Lead" is the real buyer. Traditional prospecting relies on job title matching, but titles vary wildly across companies. This workflow uses Octave's context engine to find contacts based on who actually does the work your solution impacts, regardless of their specific job title. What this workflow does Target Account Processing: Reads target account lists from Airtable (or other data sources) Processes company domains for intelligent contact discovery Handles batch processing for multiple target accounts Context-Aware Contact Discovery: Uses Octave's prospector agent to find relevant stakeholders within target organizations Leverages your defined personas to identify the right people based on responsibilities, not just titles Analyzes organizational structure, role responsibilities, and KPIs to match contacts to your solution Discovers decision makers and influencers who might be missed by traditional job title searches Structured Contact Output: Returns discovered contacts with complete profile information Includes LinkedIn profiles, contact details, and role context Organizes contacts by relevance and decision-making authority Exports contact lists back to Airtable for sales team action Setup Required Credentials: Octave API key and workspace access Airtable API credentials (or your preferred contact management platform) Access to your target account list Step-by-Step Configuration: Set up Target Account Source: Add your Airtable credentials to n8n Replace your-airtable-base-id and your-accounts-table-id with your actual account list Ensure your account list includes company domains for prospecting Configure trigger method (manual, scheduled, or webhook-based) Configure Octave Prospector Agent: Add your Octave API credentials in n8n Replace your-octave-prospector-agent-id with your actual prospector agent ID Configure your prospector with relevant personas and role definitions Test prospecting with sample companies to verify contact quality Set up Contact Output Destination: Replace your-contacts-table-id with your target contact list table Configure field mapping between Octave output and your contact database Set up data validation and deduplication rules Test contact creation and data formatting Customize Contact Selection: Configure which personas to prioritize in your prospector agent Set relevance thresholds for contact discovery Define organizational levels to target (individual contributors vs. management) Adjust contact volume per account based on your outreach capacity Required Account List Format: Your Airtable (or data source) should include: Company Name Company Domain (required for prospecting) Account status/priority (optional) Target personas (optional) How to customize Prospector Configuration: Customize contact discovery in your Octave prospector agent: Persona Targeting: Define which of your Library personas to prioritize when prospecting Role Responsibilities: Configure the specific responsibilities and KPIs that indicate a good fit Organizational Level: Target specific levels (IC, manager, director, VP, C-level) based on your solution Company Size Adaptation: Adjust prospecting approach based on organization size and structure Contact Selection Criteria: Refine who gets discovered: Decision-Making Authority: Prioritize contacts with budget authority or implementation influence Problem Ownership: Focus on roles that directly experience the pain points your solution solves Technical Influence: Target contacts who influence technical decisions if relevant to your offering Process Ownership: Identify people who own the processes your solution improves Data Integration: Adapt for different contact management systems: Replace Airtable with your CRM, database, or spreadsheet system Modify field mapping to match your contact database schema Add data enrichment steps for additional contact information Integrate with email platforms for immediate outreach Batch Processing: Configure for scale: Adjust processing volume based on API limits and prospecting quotas Add scheduling for regular account list updates Implement error handling for accounts that can't be prospected Set up monitoring for prospecting success rates Use Cases Account-based marketing contact list generation Sales territory planning and contact mapping Competitive displacement campaign targeting Product expansion within existing customer accounts Event-based prospecting for specific personas Market research and competitive intelligence gathering
By Nalin