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

Workflow preview

Summarize emails and save them as notes on sales opportunity in Odoo preview
Open on n8n.io

Important notice

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

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 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