Summarize emails and save them as notes on sales opportunity in Odoo
n8n template #2336Summary
Use templateUse Case: This n8n workflow automates the process of extracting information from emails. It uses OpenAI to summarize sales emails and adds this information in Odoo. How it works: When an email is received with a certain label, it sends the email to OpenAI for summarization A sales opportunity is created in Odoo with the email subject as title and the email summary as internal note Set up steps: Configure Google Cloud credentials with Gmail access In the Gmail node, choose an email label in the filter section Configure OpenAI credentials Configure Odoo credentials
How to set it up
- Open template #2336 on n8n.io and click Use for free, or copy the template JSON and paste it onto an empty canvas in n8n.
- Create 2 credentials under Credentials → Add credential: Odoo, OpenAI Model. Then open each of those nodes and pick the credential.
- Click Execute workflow and step through each node's output to confirm the data looks right.
- Toggle the workflow to Active so its trigger runs on its own.
Hand off to your agent
Prompt
Help me set up the n8n workflow "Summarize emails and save them as notes on sales opportunity in Odoo" (https://n8n.io/workflows/2336). It uses: Odoo, Summarization Chain, OpenAI Model. Import the template JSON into my n8n instance, list every credential I need to create, and walk me through testing it.
Paste into Claude Code and it will do the rest.
Apps and nodes
Questions
Yes. Mihai Farcas published it free on n8n.io as a verified creator, and it has 7,733 views. It runs on n8n Cloud or a self-hosted n8n instance.
Odoo, OpenAI Model. The other 1 node are built into n8n.
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