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Odoo AI Automated Actions

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v 18.0 Third Party 475
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Lines of code 2082
Technical Name much_automated_agent_actions
LicenseOPL-1
Websitehttps://muchconsulting.de
Versions 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies
Lines of code 2082
Technical Name much_automated_agent_actions
LicenseOPL-1
Websitehttps://muchconsulting.de
Versions 17.0 18.0

Odoo AI Automated Actions with generative AI (ChatGPT, Claude, Gemini, Mistral)

Transform your Odoo workflows with intelligent automation that actually works.

Odoo AI Actions seamlessly integrates generative AI into your existing Odoo automated actions, giving you the power to process documents, analyze data, and generate intelligent responses using your choice of AI provider; all without leaving your Odoo environment.

provider options (hero)

Why do you need this module?

We are automating many of our internal processes with AI. Over time the amount of use cases and customizations was getting out of hand and we decided to build a generalized module that can manage most of our use cases out of the box. Easy to use in any Odoo process with the flexibility to use all Odoo data and connect to any common AI model. This allows non-technical users to set up and fine tune use cases without technical support.

Key Features & Benefits

🔌

No Code Plug & Play

No complex setup required. Add AI actions to any Odoo model with the same ease as creating standard automated actions. Works with your existing workflows immediately.

🤖

Multi-Provider Flexibility

Choose from OpenAI, Google Gemini, Anthropic Claude or Mistral models. Use your own API keys and switch between providers based on your needs and budget.

📊

Complete Data Access

Pull in chatter history, attachments, data of related models, and even generated reports. Your AI prompts have access to the full context of your business records.

🌍

Universal Application

Deploy AI actions across all apps (CRM, Inventory, Accounting, Sales, Recruiting, Helpdesk ...) and any custom module. One tool that enhances every part of your Odoo system.

💰

Cost Control

Use your own API keys and choose the most cost-effective AI model for each use case. No markup, no subscription fees; just pay the AI provider directly.

📝

Intelligent Output

Responses can be posted to chatter as notes or saved to any text field, with automatic Markdown to HTML conversion for rich formatting.

✨ What's New

Fine-Tuned AI Control

New Creativity Level settings let you choose between Factual, Balanced, or Creative responses. Control Response Length with smart presets that optimize output for your specific use case, from brief summaries to detailed analyses.

AI Activity Creation

Transform AI insights directly into actionable tasks. With on-demand AI buttons, generate intelligent analysis and automatically create follow-up activities with pre-filled summaries, due dates, and assignees - turning AI recommendations into tracked actions instantly.

Enhanced User Experience

Real-time notifications keep you informed when AI is working, multi-threading prevents UI freezing, and improved error handling ensures smooth operation across all your workflows.

We enable seamless automation

Supported AI Providers

OpenAI Logo
OpenAI
(GPT-4, GPT-3.5, and future models)
Gemini Logo
Google Gemini
(Pro, Flash, and specialized variants)
Anthropic Logo
Anthropic Claude
(Sonnet, Haiku, and Opus models)
Mistral Logo
Mistral NEW
(Complete model range with EU hosting option)

Each provider configuration includes API key management, model selection, file upload limits, and customizable technical parameters for complete control.

provider configuration screenshot provider configuration screenshot model configuration screenshot

Feature Details

Dive deeper into the technical capabilities that make our AI integration so powerful and flexible.

AI Model Configuration

Comprehensive model management system that puts you in complete control of your AI integrations.

  • Model-specific settings: Each AI model has tailored configuration options optimized for their capabilities
  • Creativity level control: Choose between Factual, Balanced, or Creative presets to fine-tune how deterministic or imaginative responses should be
  • Response length management: Set optimal output lengths with smart presets, from concise summaries to comprehensive analyses
  • File attachment limits: Built-in safeguards prevent oversized uploads and manage API costs
  • Format restrictions: Automatic file type validation ensures compatibility with each model's capabilities
  • Model-specific features: Vision processing, document analysis, and other specialized capabilities per model

Advanced Odoo Data Integration

Deep integration with Odoo's data layer gives your AI actions unprecedented access to business context.

  • PDF report generation: Automatically create and attach formatted reports before AI processing
  • Chatter history: Automatic inclusion with filtering options for complete conversation context
  • Full context delivery: Complete unstructured object context for comprehensive AI understanding
  • Related records access: Pull in data from linked models for deeper analysis
  • Attachment processing: Handle multiple file types including documents, images, and spreadsheets

Smart Prompting System

Advanced templating system that dynamically builds context-aware prompts using live Odoo data.

  • Jinja2 templates: Full template support with access to all model fields and relationships
  • Dynamic data insertion: Real-time data from current record and all related models
  • File attachments: Seamless integration of PDFs, images, and documents
  • Context variables: Access to user, company, and environment data
  • Conditional logic: Build prompts that adapt based on record state

Flexible Output Options

Multiple ways to capture and act on AI insights directly within your Odoo workflows.

  • Chatter integration: Post formatted responses directly to record discussions
  • Field population: Save AI output to any text field with automatic HTML/plain text detection
  • AI-to-Activity workflow: Transform AI insights directly into scheduled activities with intelligent task descriptions and assignments
  • Rich formatting: Automatic Markdown to HTML conversion for professional presentation
  • Notification system: Integration with Odoo's built-in notification framework
  • Coming soon - Generate new automated actions based on AI recommendations

Enterprise-Ready Operations

Built for scale with enterprise-grade security, access controls, and multi-organization support.

  • Multi-company architecture: Separate AI configurations per company with isolated data access
  • Enhanced access controls: Granular permissions for administrators and end users
  • Audit logging: Complete tracking of AI actions and API usage across organizations
  • API key security: Encrypted storage and controlled access to credentials
  • Usage monitoring: Track costs and performance across all AI providers
demo.gif

Use Cases & Examples

Accounting App Icon

Automated Invoice Verification

Scenario: Your accounting team receives hundreds of vendor invoices daily
When a vendor invoice is uploaded, AI Actions automatically:

  • Fetches the original purchase order and booked lines
  • Compares invoice details against expected deliveries
  • Identifies discrepancies in quantities, prices, or terms
  • Posts audit results to chatter or flags for human review
  • Assigns validation tags and routes exceptions to accounting

Business Impact: Reduces invoice processing time by 80% and catches errors that manual review might miss.

CRM App Icon

Intelligent B2B Lead Research

Scenario: Sales team receives new leads with just email addresses
AI Actions transforms basic contact info into rich prospect profiles:

  • Analyzes company domain and web presence
  • Researches industry, company size, and key personnel
  • Identifies potential pain points and buying signals
  • Generates personalized outreach strategies
  • Updates lead record with comprehensive company intelligence

Business Impact: Sales teams arrive at first calls already knowing the prospect's business, industry challenges, and decision-making structure.

HR App Icon

Smart HR Application Screening

Scenario: HR receives applications for technical positions
When candidates apply, the system automatically:

  • Analyzes resume against job requirements using Factual creativity settings for accurate matching
  • Evaluates cultural fit based on company values
  • Identifies standout qualifications or red flags
  • Generates interview questions tailored to gaps
  • Creates hiring recommendations with reasoning

Business Impact: Reduces initial screening time from hours to minutes while improving candidate evaluation consistency.

Helpdesk App Icon

Dynamic Customer Support Responses

Scenario: Support tickets need contextual responses
AI Actions can:

  • Review ticket history and previous interactions
  • Analyze attached error logs or screenshots
  • Generate step-by-step troubleshooting guides with Balanced creativity for clear yet helpful responses
  • Suggest knowledge base articles or escalation paths
  • Draft personalized responses maintaining brand voice

Business Impact: Faster response times with more accurate, contextual support that reduces back-and-forth communication.

Project App Icon

Intelligent Project Ticket Summaries

Scenario: Project managers need quick overviews of complex tickets with extensive discussion
When triggered on project tickets, the system automatically:

  • Analyzes all chatter comments and internal notes
  • Reviews attached documents, screenshots, and files
  • Extracts key decisions, blockers, and action items
  • Identifies current status and next steps
  • Generates executive summaries with optimized Response Length settings

Business Impact: Project managers can instantly understand ticket status without reading through dozens of comments and attachments, enabling faster decision-making and better resource allocation.

Project App Icon

On-Demand Contract Analysis with Activity Generation

Scenario: Legal team needs instant analysis of uploaded contracts with actionable follow-ups
With our new AI-to-Activity workflow, team members can:

  • Click 'Analyze Contract' button directly on any contract record
  • Get immediate AI review of terms, risks, and compliance issues using Factual creativity level for precise legal analysis
  • AI automatically creates follow-up activities for identified issues with intelligent task descriptions
  • Activities are pre-assigned to relevant team members with appropriate due dates
  • Each activity includes AI-generated action items and context from the analysis

Business Impact: Not only reduces contract review time but ensures nothing falls through the cracks by automatically converting AI insights into tracked, assigned tasks.

Ready to supercharge your Odoo workflows with AI?

Odoo AI Actions by much. Consulting is completely free and designed to work with your existing Odoo installation. Get started today and transform how your business processes information.

For technical documentation and installation instructions, see the module README.md or contact much. Consulting for implementation support.

Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

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Easy to deploy AI automation
by
Simon Stappen
on 9/4/25, 1:44 PM



Fantastic
by
Yevhen Polishchuk
on 7/29/25, 4:17 PM

Was looking for something simillar for a while. And was lazy enough not to do it by myself. Thank you very much for this connector. Just made an AI agent that analyze the whole opportunity with whole history and custom fields and post a suggestion for the Salesperson what to do. 
I think we will see a big coneversion rate impact next month. 


by
Tomás Van Loock
on 7/18/25, 3:37 AM



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