Use Cases
- Automatically create opportunities in Odoo from Gmail inquiries
- Summarize sales emails for quick reference
- Enhance sales team productivity by automating lead management
How It Works
Trigger on new emails with a specific sales label in Gmail Extract relevant details such as sender email and subject Summarize 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 content 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