ERP AI Chatbot for Odoo Sales Automation

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

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

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.