AI Agents
Automatically Extract and Save Sales Leads from Email
5 nodes
283
139
Automatic trigger
Workflow Description
Automated workflow that monitors Gmail for new messages, uses OpenAI to identify sales opportunities, summarizes relevant details, and stores them directly into Odoo's sales database for seamless pipeline management.
How it works
- 1.Monitor Gmail inbox for incoming email messages
- 2.Analyze email content with OpenAI to identify sales opportunities
- 3.Summarize extracted opportunity data using language chain processing
- 4.Save opportunities directly to Odoo sales records
Use cases
- Automatically capture sales leads from customer inquiries without manual entry
- Reduce data entry errors and accelerate sales team response time
Requirements
- Active Gmail account with API access enabled
- Odoo instance configured with Sales module
- OpenAI API key for email content analysis
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
283
Downloads
139
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