AI Summary Workflow for emails and save them as notes on sales opportunity in Odoo

Workflow overview

Why this workflow matters

Helpful for business development and pipeline building. Relevant for managed services and support workflows.

Use Case: This AlekSystem 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

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