đź’¬ Automate ABM research to outreach with Octave, AI, and Instantly.ai

⚡ 254 views · 💬 Lead Nurturing & AI Sales Agents

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Description

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:

Company-Level Qualification:

Intelligent Contact Discovery:

Runtime Context Integration:

Multi-Contact Sequence Generation:

Automated Campaign Deployment:

Setup

Required Credentials:

Step-by-Step Configuration:

  1. 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

  2. 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

  3. 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

  4. 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

  5. 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

  6. 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:

{
  "body": {
    "companyName": "InnovateTech Solutions",
    "companyDomain": "innovatetech.com"
  }
}

How to customize

External Context Sources: Replace the example research with your data sources:

Company Qualification: Configure qualification in your Octave company qualification agent:

Contact Discovery: Customize prospecting in your Octave prospector agent:

Runtime Context Integration: Configure dynamic content injection:

Sequence Generation: Customize email creation:

Campaign Integration: Adapt for different email platforms:

Use Cases

đź”— Nodes Used

HTTP Request, Webhook, Filter, AI Agent, Anthropic Chat Model

đź“Ą Import

Download workflow.json and import into n8n: Workflow menu → Import from File

📖 Importing guide · 🔑 Credential setup