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Summarize emails as notes on Odoo sales opportunities

Sales teams that use Odoo and want email conversations recorded on opportunities without copying them by hand.

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summarize-emails-and-save-them-as-notes-on-sales-opportunity-in-odoo.json

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What it does

An n8n template that watches Gmail for emails with a chosen label and sends each one to OpenAI for a summary. It then creates a sales opportunity in Odoo, using the email subject as the title and the summary as an internal note.

Use cases

  1. 01Log a sales email as an Odoo opportunity
  2. 02Add a short email summary as an internal note
  3. 03Route labelled Gmail messages into the CRM

Connects

Odoo · Summarization Chain · OpenAI Model

Questions about
Summarize emails as notes on Odoo sales opportunities.

What is Summarize emails as notes on Odoo sales opportunities used for?

Sales teams that use Odoo and want email conversations recorded on opportunities without copying them by hand. An n8n template that watches Gmail for emails with a chosen label and sends each one to OpenAI for a summary. It then creates a sales opportunity in Odoo, using the email subject as the title and the summary as an internal note.

How do I import Summarize emails as notes on Odoo sales opportunities into n8n?

Copy the workflow JSON from this page and paste it onto the n8n canvas with Ctrl+V or Cmd+V. Then connect your credentials in each node.

Is Summarize emails as notes on Odoo sales opportunities safe to use?

It passed our automatic scan for credential theft, hidden instructions and risky install commands. Third party open source software. Sabemos AI does not maintain it. Check the code and permissions before you connect it to company data.