Summarize Sales Emails and Save to Odoo

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 →

{
  "id": "NPGAfBzz4nv8lTpl",
  "meta": {
    "templateCredsSetupCompleted": true
  },
  "name": "Save New Sales Opportunities",
  "tags": [],
  "nodes": [
    {
      "id": "64b02b70-e7f2-4df0-852f-b6959af8d8c5",
      "name": "Received Emails with Sales Label",
      "type": "n8n-nodes-base.gmailTrigger",
      "position": [
        760,
        540
      ],
      "parameters": {
        "simple": false,
        "filters": {
          "labelIds": [
            "Label_8035866011660570111"
          ]
        },
        "options": {},
        "pollTimes": {
          "item": [
            {
              "mode": "everyHour"
            }
          ]
        }
      },
      "credentials": {
        "gmailOAuth2": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1.1
    },
    {
      "id": "6dca3c61-98ba-4d18-bc5c-9c762e12f13b",
      "name": "Odoo - Create Opportunity",
      "type": "n8n-nodes-base.odoo",
      "position": [
        1500,
        540
      ],
      "parameters": {
        "resource": "opportunity",
        "opportunityName": "={{ $('Received Emails with Sales Label').item.json.headers.subject }}",
        "additionalFields": {
          "email_from": "={{ $('Received Emails with Sales Label').item.json.from.value[0].address }}",
          "description": "={{ $json.response.text }}"
        }
      },
      "credentials": {
        "odooApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a57e0e51-50d3-49de-8dc6-6fe592604765",
      "name": "OpenAI Model",
      "type": "@n8n/n8n-nodes-langchain.lmOpenAi",
      "position": [
        1040,
        720
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-3.5-turbo-instruct"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "name": "<your credential>"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "a6de25a3-3967-4957-bc98-4cb774a53dda",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        700,
        220
      ],
      "parameters": {
        "width": 446.44549763033154,
        "height": 261.8821936357484,
        "content": "## Summarize emails and save them as notes on sales opportunity in Odoo\n\nSet up steps:\n* Configure Google Cloud credentials with Gmail access\n* Configure OpenAI credentials\n* Configure Odoo credentials\n "
      },
      "typeVersion": 1
    },
    {
      "id": "8705b4de-1334-4ff2-8d5d-60ec96cfb8cd",
      "name": "Summarize Email Content",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
        1060,
        540
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Write a concise summary of the following sales inquiry:\n\" {{ $json.text }}\"\nInclude structured information such as project budget, timelines, industry and a general summary\n\nCONCISE SUMMARY: \n",
              "combineMapPrompt": "=Write a concise summary of the following sales inquiry:\n\"{{ $json.text }}\"\nExtract information such as project budget, timelines and a general summary.\n\nCONCISE SUMMARY: \n"
            }
          }
        }
      },
      "typeVersion": 2
    }
  ],
  "active": false,
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "8c905538-5613-464b-b5a0-87e266a507c7",
  "connections": {
    "OpenAI Model": {
      "ai_languageModel": [
        [
          {
            "node": "Summarize Email Content",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Summarize Email Content": {
      "main": [
        [
          {
            "node": "Odoo - Create Opportunity",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Received Emails with Sales Label": {
      "main": [
        [
          {
            "node": "Summarize Email Content",
            "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.

• gmailOAuth2
• odooApi
• openAiApi

About this workflow

This n8n workflow automates the process of extracting information from emails. It uses OpenAI to summarize sales emails and adds this information in Odoo. When an email is received with a certain label, it sends the email to OpenAI for summarization A sales opportunity is…

Source: https://n8n.io/workflows/2336/ — original creator credit. Request a take-down →

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