Turn your Odoo pipeline into a simple chat you can ask about deals. A scheduled job pulls opportunity data, creates a clear summary, and a chat bot answers questions about it. Great for sales teams that want quick status without logging into Odoo.

On a set schedule, the system collects all opportunities from Odoo with key fields like won status and expected revenue. Items are merged, then an OpenAI model writes a short summary. The text is saved to a cache file so chats stay fast. When someone sends a message to the public chat link, the agent reads the cached summary, keeps memory of the session, and can do quick math with a calculator tool.

Connect your Odoo account and OpenAI key, and toggle the public chat setting to share the link with your team. Expect faster standups and less time spent on manual reports, often cutting prep from hours to minutes. Ideal for managers who want weekly deal overviews and reps who need quick answers anywhere.

• Schedule Trigger fetches all Odoo opportunities on a timer.
• Odoo node pulls won status, description, email, contact name, and expected revenue.
• Aggregate step merges items before summarization for a clean dataset.
• OpenAI Summarization Model creates a short, readable summary of the pipeline.
• Convert to File and Save to File store the summary as cache.txt for quick access.
• If check reads the existing summary or refreshes data when needed.
• Chat Trigger provides a public chat link for the team to ask questions.
• AI Conversational Agent uses the OpenAI Chat Model with session memory for context.
• Calculator tool lets the agent do quick math inside the chat.
• Extract From File loads the saved text so the agent can answer from the latest summary.

• Reduce manual pipeline reporting from 2 hours to 5 minutes
• Streamline weekly deal reviews by 80 percent
• Improve data accuracy by 90 percent by pulling fields from Odoo directly
• Connect chat and CRM so teams do not switch screens
• Handle more questions without extra workload by using a cached summary

1. Import the template into n8n: Create a new workflow in n8n > Click the three dots menu > Select 'Import from File' > Choose the downloaded JSON file.
2. You'll need accounts with OpenAI and Odoo. See the Tools Required section above for links to create accounts with these services.
3. Open the Odoo node and create credentials: double click the node, then on the 'Credential to connect with' dropdown, click 'Create new credential', then follow the on screen instructions to integrate that service. Use your Odoo URL, database name if asked, and your username with an API key or password. Make sure the user can read CRM Opportunities.
4. Open the OpenAI nodes and create credentials: double click each OpenAI node, choose 'Create new credential', and paste your API key from the OpenAI API page. Name the credential clearly, such as OpenAI Sales Bot.
5. In the Schedule Trigger, set the interval that fits your reporting rhythm such as hourly, daily, or weekly. Save the workflow after changes.
6. In the Odoo node, confirm Resource is Opportunity, Operation is Get All, Return All is true, and the fields list includes won status, description, email from, contact name, and expected revenue.
7. Check the Summarize Opportunities node and make sure the prompt mentions won status and expected revenue as required output points. Keep the OpenAI Summarization Model set to a suitable model.
8. In the Save Summary to File node, confirm the file name is cache.txt and append is off so each run writes a fresh summary.
9. Open the Chat Trigger node and toggle Make Chat Publicly Available. Copy the public URL so your team can access the chat.
10. Activate the workflow and run once to build the first summary. Open the Read Summary and Extract Text nodes to confirm cache.txt exists and contains readable text.
11. Test the chat by opening the public URL and asking a question like What is the total expected revenue and which deals are won. Check that the agent replies using the cached summary and does the math correctly.
12. Troubleshooting: If no deals show, verify Odoo credentials and user permissions. If the chat returns empty answers, make sure the Schedule Trigger ran and cache.txt has content. If the model does not respond, confirm the OpenAI key and network access. If the schedule does not fire, ensure the workflow is active.