Summarize emails and save them as notes on sales opportunity in Odoo

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Important notice

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

1. Workflow Overview

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 r...

Best for

CRM automation workflows
AI Summarization automation workflows
intermediate n8n builders looking for reusable templates

Tools used

n8n-nodes-base.gmailtrigger, n8n-nodes-base.odoo, @n8n/n8n-nodes-langchain.lmopenai, n8n-nodes-base.stickynote, @n8n/n8n-nodes-langchain.chainsummarization

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: Summarize emails and save them as notes on sales opportunity in Odoo
Workflow name: Summarize emails and save them as notes on sales opportunity in Odoo

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

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 - Received Emails with Sales Label

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

Block 2 - Odoo - Create Opportunity

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

Block 3 - OpenAI Model

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

Block 4 - Sticky Note

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

Block 5 - Summarize Email Content

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

3. Summary Table

Workflow	Summarize emails and save them as notes on sales opportunity in Odoo
Complexity	intermediate
Nodes	5
Categories	CRM, AI Summarization
Author	Mihai Farcas
Published	11 Jul 2024

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/2336/2336.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 Summarization workflows

Frequently asked questions

What does Summarize emails and save them as notes on sales opportunity in Odoo 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 Summarization use case.

Mihai Farcas

10 workflows

Nodes

n8n-nodes-base.gmailtrigger n8n-nodes-base.odoo @n8n/n8n-nodes-langchain.lmopenai n8n-nodes-base.stickynote @n8n/n8n-nodes-langchain.chainsummarization

Complexity

intermediate

Published 11 Jul 2024

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/2336/2336.json

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Summarize emails and save them as notes on sales opportunity in Odoo

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Use Case:

How it works:

Set up steps:

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - Received Emails with Sales Label

Block 2 - Odoo - Create Opportunity

Block 3 - OpenAI Model

Block 4 - Sticky Note

Block 5 - Summarize Email Content

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