Use Cases
- Automate the summarization of sales opportunities from Odoo.
- Enhance sales team efficiency with AI-generated insights.
- Maintain up-to-date summaries of potential revenue and status.
How It Works
Triggers on a schedule to fetch all opportunities from Odoo. Checks for existing summaries and reads from a text file if available. Summarizes the opportunities using OpenAI's language model. Saves the new summary to a text file for future reference.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure Odoo and OpenAI credentials in the respective nodes.
- 3Set the schedule trigger to define how often to fetch opportunities.
- 4Test the workflow to ensure it retrieves and summarizes data correctly.
Apps Used
Odoo
OpenAI
File Management
Categories
Target Roles
Tags
#ai chatbots
#ai content generation
#document automation