Templates / Summarize emails and save them as notes on sales opportunity in Odoo

Summarize emails and save them as notes on sales opportunity in Odoo

Needs changes

by Mihai Farcas ✓ · 11,291 views · created 2024-07-11 · CRM, AI Summarization

Needs changes. This template uses 1 thing(s) that n8n 3.0 removes: OpenAI Model. 1 breaking item(s) found. Static check, last run 2026-10-19.

What to replace before upgrading

Removed in 3.0Replace with
OpenAI Model
OpenAI Model
OpenAI Chat Model

Worth a look

Nodes used (4)

GmailOdooOpenAI ModelSummarization Chain

What it does

Use Case: This n8n 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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