Getting Started is Simple

Implementing this powerful automation requires just four straightforward steps:

1. Configure Gmail Credentials: Set up Google Cloud access with Gmail permissions
2. Set Email Triggers: Choose or create labels that will trigger the workflow
3. Connect OpenAI: Configure your OpenAI credentials for AI summarization
4. Integrate Odoo: Link your CRM system using standard API credentials

Beyond the Technical Setup: Business Transformation

With this automation in place, your organization will experience immediate benefits:

• Sales representatives gain back hours every week for high-value customer engagement
• Sales managers get consistent, comprehensive documentation of all opportunities
• Your entire organization builds a more accurate, accessible customer knowledge base
• Pipeline management becomes more data-driven and proactive

Ready to transform how your sales team handles email communications?

Start your implementation today and join the organizations that have revolutionized their sales documentation processes with intelligent automation.