Odoo node
Gmail Trigger node
OpenAI Model node

Summarize emails and save them as notes on sales opportunity in Odoo

Published 1 month ago

Created by

mihailtd
Mihai Farcas

Categories

Sales
Marketing

Template description

Use Case:

This n8n workflow automates the process of extracting information from emails. It uses OpenAI to summarize sales emails and adds this information in Odoo.

How it works:

  • When an email is received with a certain label, it sends the email to OpenAI for summarization
  • A sales opportunity is created in Odoo with the email subject as title and the email summary as internal note

Set up steps:

  • Configure Google Cloud credentials with Gmail access
  • In the Gmail node, choose an email label in the filter section
  • Configure OpenAI credentials
  • Configure Odoo credentials

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