Summarise customer emails onto their Odoo record
Summarises new customer email and logs the summary on the matching Odoo lead or opportunity.
What it does
Each integration step this workflow runs, in order, what it is for, and the conditions and loops that decide when it runs.
- 1GmailList emailsLists recent inbox mail that does not yet carry the 'Filed to Odoo' label, so nothing is summarised twice.
For each
emailIf
senderAddresscontains “@”- 2OdooSearch read recordsSearches your leads and opportunities for the sender's email address and takes the most recently updated match.
If
matchesis not empty- 3AnthropicGenerate model responseAsks the AI for a short note on what the email says, following your brief, skipping emails with nothing worth recording.
If
summaryis not empty andsummaryis not “none”- 4OdooCreate recordPosts the summary as a new chatter message on the matched lead or opportunity, headed with the email subject and sender.
- 5GmailAdd label to messageApplies the 'Filed to Odoo' label to each summarised email so the next run leaves it out.
- 4
- 3
- 2
How it works
What happens on each run, in plain English.
Every hour, the recent mail in your Gmail inbox is read and each sender's address is looked up among the leads and opportunities in your Odoo CRM. When the address belongs to one, the AI writes a short note capturing what the email says, following the brief you give it, and the note is posted to that record's chatter. Mail from an address Odoo does not know is left completely alone.
You end up with a CRM that reflects the conversation without anyone copying it across by hand. No lead or opportunity is ever created, renamed or overwritten: the only thing written is a new chatter message on an existing record, so an unexpected match costs you a note you can delete rather than a bad record. An email with nothing worth recording is left unfiled. Each filed message gets a Gmail label and labelled mail is excluded from the next search, so the same email is never summarised twice; if the label cannot be applied the run says so and names the message.
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