AI Agents
Save new sales opportunities
5 nodes
207
120
Automatic trigger
Workflow Description
An automation template that monitors incoming emails, analyzes their content with AI to identify sales opportunities, and automatically saves them to your Odoo CRM system. Streamlines lead capture and ensures no potential deals slip through the cracks.
How it works
- 1.Monitor new incoming emails in Gmail
- 2.Analyze email content using OpenAI to identify sales opportunities
- 3.Summarize key information through LLM chain processing
- 4.Save extracted opportunities as new records in Odoo
Use cases
- Automatically log sales opportunities from client emails without manual data entry
- Reduce response time and human errors when recording leads in CRM
Requirements
- Active Gmail account with n8n integration and message read permissions
- Odoo instance with API access for creating sales records
- Valid OpenAI API key configured in n8n
Service Value
Ideal as a smart automation service combining integrations and AI to produce ready-to-use results.
Apps Used
Gmail
Odoo
OpenAI
LLM Chain
Details
Trigger
Automatic trigger
Nodes
5
Apps
4
Views
207
Downloads
120
How to Use
- 1.Click "Download Template"
- 2.Open your n8n dashboard
- 3.Go to Workflows > Import from File
- 4.Select downloaded file and configure credentials
Nodes Used (5)
Received Emails with Sales Label
Gmail
Odoo - Create Opportunity
Odoo
OpenAI Model
OpenAI
Sticky Note
Sticky Note
Summarize Email Content
Chain Summarization