Automation library · CRM

ERP AI chatbot for Odoo sales module with OpenAI

Started by someone opening a chat with it. It calls services over plain HTTP rather than through connectors. It puts OpenAI behind a retrieval step, so answers are drawn from documents you supply rather than from the model alone. 15 steps, 1 branch: a working afternoon to understand properly.

MediumCalls a model: OpenAIRetrieval

15 stepsMedium: a working afternoon
1Branch: places the flow splits
0Loops or waits
0Services by connector: it calls them over plain HTTP

The flow

Starts it 2Model 6Logic 2Service 5

The steps in the order they run, from what starts it.

  1. 1Window Buffer MemoryMemory Buffer WindowModel
  2. 2OpenAI Chat ModelLm Chat Open AiModel
  3. 3CalculatorTool CalculatorModel
  4. 4Schedule TriggerSchedule triggerStarts it
  5. 5OpenAI Summarization ModelLm Open AiModel
  6. 6Chat TriggerChat triggerStarts it
  7. 7AI Conversational AgentAgentModel
  8. 8Get All Opportunities from OdooOdooService
  9. 9Summarize OpportunitiesChain SummarizationModel
  10. 10Read Summary From FileRead Write FileService
  11. 11Merge OpportunitiesAggregateLogic
  12. 12Convert to FileConvert To FileService
  13. 13If Summary ExistsIfLogic
  14. 14Save Summary to FileRead Write FileService
  15. 15Extract Text From FileExtract From FileService

How it's built

Starts on
Someone opening a chat with it
Steps
15, with 1 branch
Size
Medium: a working afternoon
Connects to
Nothing by connector; it calls services over plain HTTP
Model
OpenAI
Retrieval
Answers are drawn from documents you supply, not from the model alone

Questions

What does it need to run?

An n8n account, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on someone opening a chat with it.

Does it use AI?

Yes. It calls OpenAI. Its answers draw on documents you give it, not on the model alone. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 15 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

Before you run it

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 15 steps before you point it at anything that matters.