ERP AI chatbot for Odoo sales module with OpenAI

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Who is this for? This workflow is for everyone who wants to have easier access to their Odoo sales data without complex queries. Use Case To have a clear overview of your sales data in Odoo you typ...

Best for

CRM automation workflows
AI Chatbot automation workflows
advanced n8n builders looking for reusable templates

Tools used

@n8n/n8n-nodes-langchain.memorybufferwindow, @n8n/n8n-nodes-langchain.lmchatopenai, @n8n/n8n-nodes-langchain.toolcalculator, n8n-nodes-base.scheduletrigger, n8n-nodes-base.converttofile, n8n-nodes-base.readwritefile, n8n-nodes-base.odoo, n8n-nodes-base.if

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Mihai Farcas.

Original n8n.io source

1.1 Workflow description

Title: ERP AI chatbot for Odoo sales module with OpenAI
Workflow name: ERP AI chatbot for Odoo sales module with OpenAI

Who is this for?

This workflow is for everyone who wants to have easier access to their Odoo sales data without complex queries.

Use Case

To have a clear overview of your sales data in Odoo you typically needs to extract data from it manually to analyse it. This workflow uses OpenAI's language models to create an intelligent chatbot that provides conversational access to your Odoo sales opportunity data.

How it works

Creates a summary of all Odoo sales opportunities using OpenAI
Uses that summary as context for the OpenAI chat model
Keeps the summary up to date using a schedule trigger

Set up steps:

Configure the Odoo credentials
Configure OpenAI credentials
Toggle "Make Chat Publicly Available" from the Chat Trigger node.

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - Window Buffer Memory

Type / Role: @n8n/n8n-nodes-langchain.memoryBufferWindow - memoryBufferWindow
Config choices: Version 1.2

Block 2 - OpenAI Chat Model

Type / Role: @n8n/n8n-nodes-langchain.lmChatOpenAi - lmChatOpenAi
Config choices: Version 1

Block 3 - Calculator

Type / Role: @n8n/n8n-nodes-langchain.toolCalculator - toolCalculator
Config choices: Version 1

Block 4 - Schedule Trigger

Type / Role: n8n-nodes-base.scheduleTrigger - scheduleTrigger
Config choices: Version 1.2

Block 5 - Convert to File

Type / Role: n8n-nodes-base.convertToFile - convertToFile
Config choices: Version 1.1

Block 6 - Save Summary to File

Type / Role: n8n-nodes-base.readWriteFile - readWriteFile
Config choices: Version 1

Block 7 - Get All Opportunities from Odoo

Type / Role: n8n-nodes-base.odoo - odoo
Config choices: Version 1

Block 8 - Read Summary From File

Type / Role: n8n-nodes-base.readWriteFile - readWriteFile
Config choices: Version 1

Block 9 - If Summary Exists

Type / Role: n8n-nodes-base.if - if
Config choices: Version 2

Block 10 - Merge Opportunities

Type / Role: n8n-nodes-base.aggregate - aggregate
Config choices: Version 1

Block 11 - Extract Text From File

Type / Role: n8n-nodes-base.extractFromFile - extractFromFile
Config choices: Version 1

Block 12 - AI Conversational Agent

Type / Role: @n8n/n8n-nodes-langchain.agent - agent
Config choices: Version 1.6

Block 13 - Summarize Opportunities

Type / Role: @n8n/n8n-nodes-langchain.chainSummarization - chainSummarization
Config choices: Version 2

Block 14 - OpenAI Summarization Model

Type / Role: @n8n/n8n-nodes-langchain.lmOpenAi - lmOpenAi
Config choices: Version 1

Block 15 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 16 - Chat Trigger

Type / Role: @n8n/n8n-nodes-langchain.chatTrigger - chatTrigger
Config choices: Version 1

3. Summary Table

Workflow	ERP AI chatbot for Odoo sales module with OpenAI
Complexity	advanced
Nodes	16
Categories	CRM, AI Chatbot
Author	Mihai Farcas
Published	10 Jul 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2325/2325.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source CRM workflows AI Chatbot workflows

Frequently asked questions

What does ERP AI chatbot for Odoo sales module with OpenAI do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your CRM, AI Chatbot use case.

Mihai Farcas

10 workflows

Nodes

@n8n/n8n-nodes-langchain.memorybufferwindow @n8n/n8n-nodes-langchain.lmchatopenai @n8n/n8n-nodes-langchain.toolcalculator n8n-nodes-base.scheduletrigger n8n-nodes-base.converttofile n8n-nodes-base.readwritefile n8n-nodes-base.odoo n8n-nodes-base.if

Complexity

advanced

Published 10 Jul 2024

Likes 0

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Install path: /data/workflows/2325/2325.json

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ERP AI chatbot for Odoo sales module with OpenAI

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Who is this for?

Use Case

How it works

Set up steps:

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Window Buffer Memory

Block 2 - OpenAI Chat Model

Block 3 - Calculator

Block 4 - Schedule Trigger

Block 5 - Convert to File

Block 6 - Save Summary to File

Block 7 - Get All Opportunities from Odoo

Block 8 - Read Summary From File

Block 9 - If Summary Exists

Block 10 - Merge Opportunities

Block 11 - Extract Text From File

Block 12 - AI Conversational Agent

Block 13 - Summarize Opportunities

Block 14 - OpenAI Summarization Model

Block 15 - Sticky Note

Block 16 - Chat Trigger

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions