AutomationFlowsAI & RAG › Odoo Sales AI Chatbot Workflow

Odoo Sales AI Chatbot Workflow

Original n8n title: Erp AI Chatbot for Odoo Sales Module

ERP AI chatbot for Odoo sales module. Uses memoryBufferWindow, lmChatOpenAi, toolCalculator, scheduleTrigger. Scheduled trigger; 16 nodes.

Cron / scheduled trigger★★★★☆ complexityAI-powered16 nodesMemory Buffer WindowOpenAI ChatTool CalculatorRead Write FileOdooAgentChain SummarizationLm Open Ai
AI & RAG Trigger: Cron / scheduled Nodes: 16 Complexity: ★★★★☆ AI nodes: yes Added:

This workflow follows the Agent → Chainsummarization recipe pattern — see all workflows that pair these two integrations.

The workflow JSON

Copy or download the full n8n JSON below. Paste it into a new n8n workflow, add your credentials, activate. Full import guide →

Download .json
{
  "id": "n8cwEZfJLGn15Lqx",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "ERP AI chatbot for Odoo sales module",
  "tags": [],
  "nodes": [
    {
      "id": "abe58519-f3fe-4438-b6d6-d67071c70f0b",
      "name": "Window Buffer Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        1360,
        700
      ],
      "parameters": {
        "sessionKey": "={{ $('Chat Trigger').item.json.sessionId }}",
        "sessionIdType": "customKey"
      },
      "typeVersion": 1.2
    },
    {
      "id": "35b63108-e40d-494f-a0dc-5c8ea296c75f",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        1240,
        700
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "91ff893c-917d-46c2-b27d-48e9799452a6",
      "name": "Calculator",
      "type": "@n8n/n8n-nodes-langchain.toolCalculator",
      "position": [
        1480,
        700
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "b9c10744-c5b8-4949-a80f-d331746632fb",
      "name": "Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        220,
        180
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "4fa016bf-3f4c-4bfd-8c11-0270002de533",
      "name": "Convert to File",
      "type": "n8n-nodes-base.convertToFile",
      "position": [
        1480,
        180
      ],
      "parameters": {
        "options": {},
        "operation": "toText",
        "sourceProperty": "response.text"
      },
      "typeVersion": 1.1
    },
    {
      "id": "f9f0f1ed-7ccf-4c97-8d28-91399b2a4440",
      "name": "Save Summary to File",
      "type": "n8n-nodes-base.readWriteFile",
      "position": [
        1700,
        180
      ],
      "parameters": {
        "options": {
          "append": false
        },
        "fileName": "cache.txt",
        "operation": "write"
      },
      "typeVersion": 1
    },
    {
      "id": "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618",
      "name": "Get All Opportunities from Odoo",
      "type": "n8n-nodes-base.odoo",
      "position": [
        460,
        180
      ],
      "parameters": {
        "options": {
          "fieldsList": [
            "won_status",
            "description",
            "email_from",
            "contact_name",
            "expected_revenue"
          ]
        },
        "resource": "opportunity",
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "odooApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "23b82fdb-656f-497f-84eb-4296581245ac",
      "name": "Read Summary From File",
      "type": "n8n-nodes-base.readWriteFile",
      "position": [
        540,
        540
      ],
      "parameters": {
        "options": {},
        "fileSelector": "cache.txt"
      },
      "typeVersion": 1,
      "alwaysOutputData": false
    },
    {
      "id": "8d702c53-9001-4f71-80c4-17786384caf0",
      "name": "If Summary Exists",
      "type": "n8n-nodes-base.if",
      "position": [
        760,
        540
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "c65a538f-f6c8-41ff-bad3-a631a5063cbb",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.fileName }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "4007d6e3-2d6f-4edd-afee-7df3c7dd5236",
      "name": "Merge Opportunities",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        700,
        180
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData"
      },
      "typeVersion": 1
    },
    {
      "id": "604de791-8351-47ed-897d-2b7fe7f0aa99",
      "name": "Extract Text From File",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        1020,
        520
      ],
      "parameters": {
        "options": {},
        "operation": "text"
      },
      "typeVersion": 1
    },
    {
      "id": "ab68228c-7d02-4d36-8c43-10a387dc3085",
      "name": "AI Conversational Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1240,
        520
      ],
      "parameters": {
        "text": "={{ $('Chat Trigger').item.json.chatInput }}",
        "agent": "conversationalAgent",
        "options": {
          "humanMessage": "=TOOLS\n------\nAssistant can ask the user to use tools to look up information that may be helpful in answering the users original question. The tools the human can use are:\n\n{tools}\n\n{format_instructions}\n\nAnswer questions using only the following context: {{ $json.data }}.\n\n\nUSER'S INPUT\n--------------------\nHere is the user's input (remember to respond with a markdown code snippet of a json blob with a single action, and NOTHING else):\n\n{{input}} "
        },
        "promptType": "define"
      },
      "typeVersion": 1.6
    },
    {
      "id": "117af37c-7dda-4bba-a008-d67c876efa9d",
      "name": "Summarize Opportunities",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
        1020,
        60
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Write a summary of the following:\n\n\n{{ JSON.stringify($json.data) }}\n\nInclude important information such as won status and expected revenue for each opportunity. Also include a short description of each oppotunity and keep opportunities separate.\n\nCONCISE SUMMARY: ",
              "combineMapPrompt": "=Write a summary of the following:\n\n{{ JSON.stringify($json.data) }}\n\nInclude important information such as won status and expected revenue for each opportunity. Also include a short description of each oppotunity and keep opportunities separate.\n\nCONCISE SUMMARY: "
            }
          }
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e6ae17c7-15db-4c9d-9ce9-4748eaf84359",
      "name": "OpenAI Summarization Model",
      "type": "@n8n/n8n-nodes-langchain.lmOpenAi",
      "position": [
        1000,
        220
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4-turbo",
          "cachedResultName": "gpt-4-turbo"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0e3a0b55-62d0-43d0-a744-a7b7ab05c087",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        200,
        -160
      ],
      "parameters": {
        "width": 446.44549763033154,
        "height": 261.8821936357484,
        "content": "# ERP chatbot for Odoo sales module\n\nSet up steps:\n* Configure the Odoo credentials\n* Configure OpenAI credentials\n* Toggle \"Make Chat Publicly Available\" from the Chat Trigger node."
      },
      "typeVersion": 1
    },
    {
      "id": "b9169b8d-7ff6-403f-b354-511c23d5da1c",
      "name": "Chat Trigger",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        220,
        540
      ],
      "parameters": {
        "public": true,
        "options": {}
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "315972c0-e19d-4978-88ea-9fe721de3631",
  "connections": {
    "Calculator": {
      "ai_tool": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Chat Trigger": {
      "main": [
        [
          {
            "node": "Read Summary From File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Convert to File": {
      "main": [
        [
          {
            "node": "Save Summary to File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Get All Opportunities from Odoo",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If Summary Exists": {
      "main": [
        [
          {
            "node": "Extract Text From File",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Get All Opportunities from Odoo",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Merge Opportunities": {
      "main": [
        [
          {
            "node": "Summarize Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Save Summary to File": {
      "main": [
        [
          {
            "node": "Read Summary From File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Window Buffer Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Extract Text From File": {
      "main": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Read Summary From File": {
      "main": [
        [
          {
            "node": "If Summary Exists",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Summarize Opportunities": {
      "main": [
        [
          {
            "node": "Convert to File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Summarization Model": {
      "ai_languageModel": [
        [
          {
            "node": "Summarize Opportunities",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Get All Opportunities from Odoo": {
      "main": [
        [
          {
            "node": "Merge Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

Credentials you'll need

Each integration node will prompt for credentials when you import. We strip credential IDs before publishing — you'll add your own.

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How this works

This workflow delivers an intelligent AI chatbot that monitors and analyses sales opportunities in Odoo, providing actionable insights to boost revenue without manual oversight. Sales managers and teams handling high-volume leads benefit most, as it automates opportunity tracking and summarisation to flag urgent deals or trends. The core step involves querying Odoo for opportunities, processing them through OpenAI's chat model with memory buffering for context, and saving concise summaries to files for easy review.

Use this workflow for daily or weekly automated checks on Odoo sales pipelines in growing businesses needing quick AI-driven alerts on stalled opportunities. Avoid it for real-time customer interactions or non-sales Odoo modules like inventory, where custom triggers would be more suitable. Common variations include adjusting the cron schedule for hourly runs or integrating additional tools like email notifications for critical summaries.

About this workflow

ERP AI chatbot for Odoo sales module. Uses memoryBufferWindow, lmChatOpenAi, toolCalculator, scheduleTrigger. Scheduled trigger; 16 nodes.

Source: https://github.com/Zie619/n8n-workflows — original creator credit. Request a take-down →

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