| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 2082 |
| Technical Name |
much_automated_agent_actions |
| License | OPL-1 |
| Website | https://muchconsulting.de |
| Versions | 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Community Apps Dependencies | Show |
| Lines of code | 2082 |
| Technical Name |
much_automated_agent_actions |
| License | OPL-1 |
| Website | https://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.
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.
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
Each provider configuration includes API key management, model selection, file upload limits, and customizable technical parameters for complete control.
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
Use Cases & Examples
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.
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.
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.
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.
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.
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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Fantastic
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.