Skip to content
NEWMarketplace and the trig8n Agent: sell what you build, and get plans and changes that are tested before you see them. See what is new

Library / CRM & Sales Pipeline

CRM & Sales Pipeline

Save Gmail Sales Email Summaries as Odoo Opportunity Notes with OpenAI

Runs on each new Gmail message, summarizes it with OpenAI, and saves the summary as a note on the matching sales opportunity in Odoo.

Import it free Sign in to open it

What it does

## Summarize emails and save them as notes on sales opportunity in Odoo Set up steps: * Configure Google Cloud credentials with Gmail access * Configure OpenAI credentials * Configure Odoo credentials

The steps

  1. Received Emails with Sales Label
  2. Odoo - Create Opportunity
  3. OpenAI Model
  4. Summarize Email Content
  5. Error Handler

Similar automations

CRM & Sales PipelineSave Sales Emails as Odoo Opportunities with OpenAI Summaries4 stepsCRM & Sales PipelineCreate Odoo Opportunities from Gmail Sales Emails6 stepsChatbots & Messaging BotsChat with Odoo Sales Data via OpenAI22 stepsAI Agents & AssistantsChat with Odoo Sales Opportunities Using an OpenAI Agent15 steps