
How The Automation Works
Seamlessly Connecting Email Content to Sales Opportunities
The Technical Journey From Email to CRM:
Trigger: The Gmail node monitors your inbox for emails with a designated label (e.g., "Sales Lead")
AI Processing: When matching emails arrive, OpenAI analyzes the content to extract key points, action items, and sentiment
CRM Integration: The workflow creates a new sales opportunity in Odoo with the email subject as the title
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.