Use Cases
- Automatically create sales opportunities from incoming emails.
- Summarize sales inquiries for quick reference.
- Integrate Gmail with Odoo for seamless sales management.
How It Works
Trigger on new emails with a specific sales label in Gmail. Extract relevant details such as subject and sender's email. Summarize the email content using OpenAI's language model. Create a new opportunity in Odoo with the summarized information.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Gmail credentials for email access.
- 3Set up OpenAI credentials for summarization.
- 4Connect Odoo account for opportunity creation.
- 5Test the workflow by sending a labeled email.
Apps Used
Gmail
Odoo
OpenAI
Categories
Target Roles
Industries
Tags
#email automation
#process automation
#workflow management