Summarize Sales Emails & Create Odoo Opportunities

Automates summarizing sales emails via Gmail trigger and OpenAI, then creates opportunities in Odoo with summaries as notes for efficient lead nurturing.

This n8n workflow streamlines sales pipeline management by monitoring Gmail for emails tagged with a specific 'Sales' label. Upon receipt, it leverages OpenAI to generate concise summaries of email content, capturing key points like customer inquiries, needs, and next steps. The summarized note, along with the email subject as the opportunity title and sender's email, is then automatically posted as a new sales opportunity in Odoo, ensuring no lead slips through the cracks. Key benefits include
Platform
n8n
Category
Data & Analytics
Price
$14.99
Creator
Aisha Haddad

How to import this workflow into n8n

  1. 1Purchase or download the workflow to get the n8n workflow JSON file.
  2. 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
  3. 3Open each node marked with a credential warning and connect your own accounts and API keys.
  4. 4Run the workflow once manually to verify the data flow, then toggle it to Active.

Related Data & Analytics workflows

More from Aisha Haddad

Need this deployed? We'll set it up for you.

Our automation experts deploy this workflow in your stack, connect your accounts, and verify it works — or build a custom solution from scratch.