Save New Sales Opportunities

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.

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.

1. 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.