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Library / Chatbots & Messaging Bots

Chatbots & Messaging Bots

Chat with Odoo Sales Data via OpenAI

On a schedule or chat message, an OpenAI agent reads Odoo sales opportunities, answers questions and saves summaries to files.

What it does

# ERP AI chatbot for Odoo sales module ## Overview Automated workflow: ERP AI chatbot for Odoo sales module. This workflow integrates 16 different services: convertToFile, stickyNote, scheduleTrigger, agent, readWriteFile. It contains 22 nodes and follows best practices for error handling and security. ## Workflow Details - Total Nodes: 22 - Node Types: 16 - Error Handling: ✅ Implemented - Security: ✅ Hardened (no sensitive data) - Documentation: ✅ Complete ## Node Breakdown - Window Buffer Memory: memoryBufferWindow - OpenAI Chat Model: lmChatOpenAi - Calculator: toolCalculator - Schedule Trigger: scheduleTrigger - Convert to File: convertToFile - Save Summary to File: readWriteFile - Get All Opportunities from Odoo: odoo - Read Summary From File: readWriteFile - If Summary Exists: if - Merge Opportunities: aggregate - ... and 12 more nodes ## Usage Instructions 1. Configure Credentials: Set up all required API keys and credentials 2. Update Variables: Replace any placeholder values with actual data 3. Test Workflow: Run in test mode to verify functionality 4. Deploy: Activate the workflow for production use ## Security Notes - All sensitive data has been removed or replaced with placeholders - Error handling is implemented for reliability - Follow security best practices when configuring credentials ## Troubleshooting - Check error logs if workflow fails - Verify all credentials are properly configured - Ensure all required services are accessible

The steps

  1. Window Buffer Memory
  2. OpenAI Chat Model
  3. Calculator
  4. Schedule Trigger
  5. Convert to File
  6. Save Summary to File
  7. Get All Opportunities from Odoo
  8. Read Summary From File
  9. If Summary Exists
  10. Merge Opportunities
  11. Extract Text From File
  12. AI Conversational Agent
  13. Summarize Opportunities
  14. OpenAI Summarization Model

22 steps in total.

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