🤝 Summarize emails and save them as notes on sales opportunity in Odoo
⚡ 10,562 views · 🤝 CRM & Sales Operations
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
🔗 Nodes Used
Odoo, Gmail Trigger, Summarization Chain, OpenAI Model
📥 Import
Download workflow.json and import into n8n:
Workflow menu → Import from File