Latenode
Odoo
OpenAI GPT Assistants
JavaScript

Automate Odoo sales with an OpenAI-powered chatbot assistant

This Latenode automation integrates an OpenAI-powered chatbot into the Odoo sales module to provide intelligent conversational access to sales opportunity data. The workflow retrieves and summarizes all Odoo sales opportunities, then uses that summary as context for the OpenAI chat model.

This allows sales teams to get a concise overview of their pipeline, answer customer inquiries, and synchronize order data within the ERP system, all through a natural language interface. The automation runs on a schedule to keep the sales summary up to date, and it includes features like a calculator tool that can be used within the conversation.

Updated May 8, 2026Est. run: 34sEst. cost: $0.0021
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
CRM & sales

Workflow preview

What this template does

  • Retrieves and summarizes all Odoo sales opportunities for conversational access.
  • Enables sales teams to get a concise overview of their pipeline through a natural language interface.
  • Allows customers to inquire about sales data and synchronize order information within the ERP system.
  • Runs on a schedule to keep the sales summary up to date.
  • Includes a calculator tool that can be used within the conversation.

How it works

1
Trigger

Schedule Trigger

The workflow is triggered on a schedule to keep the sales summary up to date.

2
Action

Get All Opportunities from Odoo

The workflow retrieves all sales opportunity data from the Odoo ERP system.

3
Logic

Merge Opportunities

The retrieved sales opportunity data is aggregated into a consolidated list.

4
AI

Summarize Opportunities

The consolidated sales opportunity data is used as context for an OpenAI-powered chatbot to generate a summary.

5
Action

Convert to File

The generated summary is saved as a text file.

6
Logic

If Summary Exists

The workflow checks if the summary file exists before proceeding to the conversational agent.

7
AI

AI Conversational Agent

The OpenAI-powered chatbot provides conversational access to the Odoo sales data, allowing sales teams to get a concise overview of their pipeline, answer customer inquiries, and synchronize order data within the ERP system.

Setup guide

1

Add Odoo Credential

Add your Odoo API credential in the Latenode Credentials panel. This will allow the workflow to securely connect to your Odoo ERP system.

2

Add OpenAI Credential

Add your OpenAI API credential in the Latenode Credentials panel. This will enable the workflow to use the OpenAI language model for summarizing sales data and powering the conversational agent.

3

Configure Odoo Sales Opportunity Nodes

In the Latenode visual builder, configure the "Get All Opportunities from Odoo" and "Merge Opportunities" nodes with the necessary settings to retrieve and aggregate your Odoo sales opportunity data.

4

Set up OpenAI Summarization and Chat

In the Latenode visual builder, configure the "Summarize Opportunities" and "AI Conversational Agent" nodes to use the OpenAI API for summarizing the sales data and powering the conversational interface.

5

Customize Conversational Experience

Fine-tune the settings of the "AI Conversational Agent" and "Calculator" nodes to customize the conversational experience for your sales team, including the information displayed and the capabilities offered.

Requirements

Obtain an API key and access credentials for the OpenAI API
Configure the Odoo sales module to enable the OpenAI chatbot integration
Establish a secure connection between the Latenode workspace and the Odoo ERP system
Define the information to be retrieved from Odoo sales opportunities and the format for the summary

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.
Contact support →

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