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
- Window Buffer Memory
- OpenAI Chat Model
- Calculator
- Schedule Trigger
- Convert to File
- Save Summary to File
- Get All Opportunities from Odoo
- Read Summary From File
- If Summary Exists
- Merge Opportunities
- Extract Text From File
- AI Conversational Agent
- Summarize Opportunities
- OpenAI Summarization Model
22 steps in total.
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