ERP AI chatbot for Odoo sales module

ERP AI chatbot for Odoo automates sales interactions by integrating with LangChain and Odoo. It retrieves opportunities, summarizes key details like won status and expected revenue, and provides conversational support. Scheduled triggers ensure timely updates, while file management features maintain a record of insights, enhancing decision-making and efficiency in sales processes.

7/8/2025
16 nodes
Complex
schedulecomplexlangchainschedule triggerconverttofilereadwritefileodooaggregateextractfromfilesticky noteautomationadvancedcronfilesstoragelogicconditional
Categories:
Schedule TriggeredComplex Workflow
Integrations:
LangChainSchedule TriggerConvertToFileReadWriteFileOdooAggregateExtractFromFileSticky Note

Target Audience

Target Audience


- Sales Teams: Professionals seeking to automate the tracking and summarization of sales opportunities in Odoo.
- Business Analysts: Individuals who need to analyze sales data and generate concise reports.
- Customer Support: Teams looking to enhance customer interactions by providing quick access to sales information.
- Developers: Those interested in integrating AI chat capabilities with existing systems for improved user engagement.

Problem Solved

Problem Solved


This workflow addresses the challenge of efficiently managing and summarizing sales opportunities from Odoo. It automates the process of retrieving data, summarizing it using AI, and storing it for easy access. This significantly reduces manual effort, ensures timely updates, and enhances decision-making by providing concise insights into sales performance, including key metrics like expected revenue and won status.

Workflow Steps

Workflow Steps


1. Schedule Trigger: Initiates the workflow at specified intervals to fetch the latest sales opportunities from Odoo.
2. Get All Opportunities from Odoo: Retrieves all relevant sales opportunities, including fields such as won status, description, email, and expected revenue.
3. Merge Opportunities: Aggregates the retrieved opportunities into a single dataset for easier processing.
4. Summarize Opportunities: Uses an AI model to generate a concise summary of the opportunities, emphasizing important details like expected revenue and won status.
5. Convert to File: Transforms the summary into a text file for storage.
6. Save Summary to File: Writes the summary to a file named cache.txt for future reference.
7. Chat Trigger: Listens for user inputs to provide responses based on the available summaries and opportunities.
8. If Summary Exists: Checks if a summary file exists; if so, it extracts the text for further interaction.
9. AI Conversational Agent: Engages with users, providing responses based on the summarized data and available opportunities.

Customization Guide

Customization Guide


- Adjust Schedule: Modify the Schedule Trigger parameters to change how frequently the workflow runs (e.g., daily, weekly).
- Edit Fields in Odoo: Update the fieldsList in the Get All Opportunities from Odoo node to include or exclude specific fields based on your needs.
- Customize Summarization Prompts: Change the prompts in the Summarize Opportunities node to tailor the summary style or focus on different metrics.
- Change Output File Name: Update the fileName in the Save Summary to File node if you wish to store summaries under a different name.
- Integrate Additional Tools: You can add more nodes to integrate with other services or tools as needed, enhancing the workflow's capabilities.