Save New Sales Opportunities

For Odoo, this workflow automates the capture of new sales opportunities from Gmail, summarizing email inquiries into structured notes. It integrates with OpenAI for concise summarization, ensuring key details like budget and timelines are highlighted. This streamlines the sales process, saving time and enhancing opportunity tracking.

7/8/2025
5 nodes
Simple
manualsimplegmailtriggerodoolangchainsticky note
Categories:
Communication & MessagingManual TriggeredSimple Workflow
Integrations:
GmailTriggerOdooLangChainSticky Note

Target Audience

This workflow is ideal for:
- Sales Teams: Professionals looking to streamline their sales process by automatically capturing and organizing sales inquiries from emails.
- Business Owners: Entrepreneurs who want to manage sales opportunities efficiently without manually sorting through emails.
- Marketing Departments: Teams that need to track and analyze incoming sales inquiries for better lead generation.
- CRM Users: Individuals who utilize Odoo for customer relationship management and want to integrate email inquiries seamlessly.

Problem Solved

This workflow addresses the challenge of managing sales inquiries by automating the process of:
- Email Monitoring: Automatically checking Gmail for new sales-related emails labeled accordingly.
- Opportunity Creation: Creating new sales opportunities in Odoo based on the content of the emails, ensuring no potential lead is missed.
- Summarization: Providing concise summaries of inquiries to quickly assess the value and details of each potential opportunity, including budget, timelines, and industry.

Workflow Steps

  • Triggering Event: The workflow is manually triggered and begins monitoring Gmail for new emails labeled as sales inquiries.
    2. Email Retrieval: When an email is received, it captures the subject, sender's email address, and the body of the email.
    3. Content Summarization: The email content is sent to the OpenAI model, which generates a concise summary highlighting key information such as project budget, timelines, and a general overview of the inquiry.
    4. Opportunity Creation in Odoo: The summarized information is then used to create a new sales opportunity in Odoo, ensuring that all relevant details are logged for follow-up.
    5. Documentation: Throughout the process, notes can be added for clarity and future reference.

    • Customization Guide

    Users can customize this workflow by:
    - Adjusting Email Filters: Modify the Gmail label IDs to target specific email categories relevant to their sales process.
    - Changing Summarization Prompts: Update the prompts used in the OpenAI model to tailor the summarization style or focus on different aspects of the inquiries.
    - Modifying Odoo Fields: Customize the fields in the Odoo opportunity creation step to include additional information that may be relevant to their business needs.
    - Scheduling: Change the polling frequency for checking emails from every hour to a different interval based on urgency or business requirements.