Automated opportunity summarization from Odoo to OpenAI

• Automate the summarization of sales opportunities from Odoo.
• Enhance reporting accuracy for sales teams using AI.
• Streamline decision-making processes with concise opportunity summaries.
• Provide real-time responses to sales inquiries through a chat interface.

Triggers the workflow based on a schedule or chat input. Retrieves all sales opportunities from Odoo. Merges and summarizes the retrieved opportunities. Generates text summaries using OpenAI's language model. Saves the summaries to a file for easy access and review.

1. 1
   Import the workflow template into your n8n instance.
2. 2
   Configure Odoo credentials for data retrieval.
3. 3
   Set up OpenAI credentials for summarization.
4. 4
   Adjust the schedule trigger as needed for your use case.
5. 5
   Test the workflow to ensure proper functionality.