How The Automation Works

How The Automation Works

Seamlessly Connecting Email Content to Sales Opportunities

The Technical Journey From Email to CRM:

  1. Trigger: The Gmail node monitors your inbox for emails with a designated label (e.g., "Sales Lead")

  2. AI Processing: When matching emails arrive, OpenAI analyzes the content to extract key points, action items, and sentiment

  3. CRM Integration: The workflow creates a new sales opportunity in Odoo with the email subject as the title

  4. Documentation: The AI-generated summary is automatically added as an internal note on the opportunity record

This entire process happens in seconds, with no human intervention required. The system maintains consistent formatting and ensures all critical information is captured according to your business rules.