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

Nodes

673985d5-a68a-465a-8e1d-075bfbab09758a964eba-2c0a-40ca-9526-382bc20d765424605dfe-b59d-4ef2-9f28-8138ab4c678b

Created by

MiMihai Farcas

Last edited 39 days ago

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

New to n8n?

Need help building new n8n workflows? Process automation for you or your company will save you time and money, and it's completely free!