ERP Chatbot Automates Odoo Opportunity Summaries

This workflow is designed to automate the process of retrieving, summarizing, and storing sales opportunities from Odoo, integrated with AI language models for intelligent analysis. The process begins with a scheduled trigger and a webhook to initiate data collection from Odoo’s sales module, retrieving all opportunities including description, contact details, and expected revenue. The opportunities are then merged and summarized using AI-powered language models (OpenAI GPT-4) to generate concise summaries that highlight critical information such as deal status and revenue figures. These summaries are stored in a text file, making it easy to review or further analyze. Additionally, the workflow includes a conversational AI agent for interactive user engagement, providing a dynamic interface for managing sales data. Practical use cases include sales management dashboards, sales pipeline reporting, and automated summaries for sales teams looking to streamline their process for opportunity evaluation and decision-making.