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  1. APPS
  2. Productivity
  3. InsightMate - Flow Builder - Your Processes, On Autopilot v 18.0
  4. Sales Conditions FAQ

InsightMate - Flow Builder - Your Processes, On Autopilot

by Softhealer Technologies https://www.softhealer.com
Odoo

$ 133.66

In-App Purchases
v 18.0 Third Party 1
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Versions 18.0 19.0
You bought this module and need support? Click here!
Versions 18.0 19.0
  • Description
  • Manifest
  • License
Softhealer
Odoo Gold Partner

Free Support

Lifetime

Custom Apps

1500+

Top Seller Of Odoo

Marketplace

Happy Customers

10K+

Years Of Experience.

11+

Countries

100+

Talented Healers

150+

Industries Served

45+

Odoo Community Implementation

350+

Odoo Enterprise Implementation

150+

Best Partner Nominee

2024

Global Presence

Free Demo

sales@softhealer.com

Lifetime Free Support

support@softhealer.com

Customization

sales@softhealer.com

InsightMate - Flow Builder - Your Processes, On Autopilot

Turn your workflow into an AI-powered engine. Stop manual work-let AI handle everything. Build smarter automation with AI-powered workflows in Odoo. Generate dynamic content and update data intelligently using AI, making every process faster and more efficient. Design and automate workflows with an intuitive drag-and-drop builder-no coding required. Set triggers, conditions, and actions like updating records, sending emails or SMS, and scheduling tasks, with full tracking through chatter and history.

Your browser does not support the video tag.
  • Features
  • Setup & Configuration
  • Release Notes
  • Support
  • FAQ's

AI-Powered Workflows

Use AI inside workflows for intelligent automation and dynamically process business data.

Watch Video

LLM Providers with openrouter

Configure OpenRouter to access multiple AI models through a single API, allowing flexible model selection.

Watch Video

Visual Workflow Builder

Design workflows easily using a drag-and-drop interface to connect conditions and actions in a structured flow.

Watch Video

Model-Based Workflows

Create workflows for any Odoo model and automate processes based on specific business objects.

Conditional Flow Logic

Apply conditions to control workflow execution and ensure actions run only when criteria are met.

Multi-Action Execution

Execute multiple actions like create, update, email, SMS, and activities within a single workflow.

Activate/Deactivate Workflows

Easily control workflow execution by enabling or disabling workflows as needed.

End-to-End Automation Flow

Build complete automation pipelines from trigger to action within a single workflow.

Auto-Update Records

Automatically update field values of records based on workflow conditions and logic.

Automatically Create New Records

Create new records dynamically from workflows with predefined or conditional values.

Send Automated Emails

Send automated emails to users or contacts directly from workflow execution.

Duplicate Records

Create a copy of existing records automatically using workflow-based duplication logic.

Create Activities automatically

Schedule and assign activities to users directly from workflow execution for task management.

Track Workflow Activity History

Maintain a history of workflow runs to review past executions and actions performed.

Node-Based Flow Design

Create workflows using connected nodes to visually define the sequence of conditions and actions.

SMS Notification Action

Trigger SMS notifications to keep users informed during workflow processes.

Manage Followers Automatically

Automatically add or remove followers to records through workflow execution for better communication and tracking.

Canvas Navigation Controls  LATEST

Manage workflows efficiently with Zoom In, Zoom Out, Reset Zoom, and Fit to Screen controls.

Interactive Minimap  LATEST

Navigate large workflow canvases easily using a movable minimap for improved visibility and control.

Quick Back Navigation  LATEST

Return to the workflow list instantly using the dedicated Back button from the builder view.

Manual Workflow Execution  LATEST

Run one or multiple workflows manually directly from the Run Workflows option without waiting for automatic execution.

Watch Video
  • Dynamic Workflow
  • AI Powered Workflow
  • Manual Workflow Execution  NEW

Go to the 'Flow Engine'.

Click 'New' to create new workflow record.

Enter Workflow Name and click 'Open Visual Builder'.

Drag and drop nodes to start designing the workflow.

Add Condition and then configure rules to control execution flow.

Connect Nodes and then press Save to save the workflow.

'Automation Rules' field shows created workflow. You can active/deactive from toggle.

Now select record data, and workflow will execute.

It shows history in the chatter.

Workflows list view.

Run workflows manually from the record's Run Workflows option.

Select one or multiple workflows and execute them instantly.

Workflow successfully executed.

AI providers list view that we can use for the workflow.

Enter API Key.

Create workflow with AI.

AI will auto execute workflow.

Changelog

Track every update and new feature released for this module.

Version 18.0.3.0.0 | Released: 26 th June 2026 NEW

Added Manual Workflow Execution Feature.

Version 18.0.2.0.0 | Released: 15 th June 2026 NEW

Enhanced the Workflow Builder UI for a smoother and more intuitive user experience.

Version 18.0.1.0.0 | Released: 7th April 2026

Initial Release.

Frequently Asked Questions

Everything you need to know before getting started.

Is this application compatible with Odoo Enterprise as well as the Community edition of Odoo?

Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.

Is this application compatible with odoo.com(odoo saas/online)?

No, this application is not compatible with odoo.com(odoo saas/Odoo Online)

Can I get a demo of the module before making a purchase?

Yes, to test this module, please contact us at sales@softhealer.com.

Is the AI 100% accurate?

No. The AI provides intelligent responses based on available data and models, but results may sometimes be incomplete or approximate. Always verify critical business decisions manually. This case is not eligible for refund or exchange.

Why does AI sometimes give incorrect or unexpected results?

AI interprets queries based on patterns and available data. Incorrect inputs, ambiguous questions, or missing data may lead to inaccurate outputs. This case is not eligible for refund or exchange.

Can I fully rely on AI for business decisions?

AI should be used as a decision-support tool, not a replacement for human judgment. Always review outputs before taking action. This case is not eligible for refund or exchange.

Does AI understand all Odoo data perfectly?

AI understands structured data well, but complex business logic, customizations, or incomplete records may affect accuracy.

Do I need technical knowledge to use this module?

No. The system is designed for business users with a simple chat interface.

What happens if AI fails to respond?

  • Check API configuration
  • Verify internet connectivity
  • Ensure provider API key is valid

How long does the AI take to respond?

AI response time depends on the selected provider and plan. For example, if we are using a free tier, our request priority may be lower than other plans. Also, if we select high-thinking models, they usually take more time to generate responses.

Does it support all OpenRouter LLMs?

No, only models that support tool calling are usable in the app.

I want some customization in this app. How can I request it?

Please contact us at sales@softhealer.com to request customization.

Do I get free support?

Yes, you will receive lifetime free support for the version of the module you purchased.

Do I get free updates?

Yes, you will receive lifetime free updates for the version of the module you purchased.

Do we need to install any additional libraries to use this module?

No, there is no need to install any additional libraries.

Do I have to buy the module for each version?

Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.

If I purchase a module in the wrong version, can I exchange it for another version or get a refund?

No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.

Do you provide free language translation support?

You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.

We're Always Here to Support You

From lifetime support to custom module builds - we're committed to your success at every step.

Our Commitments

Lifetime Support

Purchase once and get support forever - For the version you purchased.

  • Free updates for the lifetime of the module
  • Bug fixes & patches at no extra cost
Buy Once, Supported Forever

Support System

Dedicated support team and structured ticketing system to maintain proper communication.

  • Dedicated support team for every module
  • Structured ticketing for proper communication
  • Full issue history & resolution tracking
  • Response within 24 business hours (10:00 AM to 6:30 PM IST Mon-Fri)
Buy Once, Supported Forever
Contact Us

Free Demo

Book a free demo - contact us at sales and we'll set it up for you.

QR - sales@softhealer.com
Scan to email sales
sales@softhealer.com

For Support

Facing an issue? Contact us at support and we'll get you back on track.

QR - sales@softhealer.com
Scan to email support
support@softhealer.com

WhatsApp Support

Chat with us instantly on WhatsApp for quick enquiries.

QR - sales@softhealer.com
Scan to open WhatsApp
Chat on WhatsApp
Share Your Ideas

Feature Request

Found a generic feature that could improve our modules? We'd love to hear your idea and add it to our roadmap!

  • Share ideas that benefit the wider community
  • Our team reviews every suggestion carefully
  • Approved features added in future releases
Your Ideas Shape Our Roadmap

Module Request

Have a generic Odoo module idea? We build modules for you - share your concept and we'll make it a reality!

  • Share any generic Odoo module idea
  • We evaluate & build it for the community
Got an Idea? We'll Build It

Trusted by Businesses Worldwide

Verified Google Reviews 5.0
A

Abdulhamid Abdulwaheed

Aug 2024

Best module for our online store. Highly adaptable, exceptional customer service, and very advanced modules.

A

Factura Venta POS

Oct 2024

They have everything you need. Technical support is excellent, responds quickly, and keeps the module updated. 100% recommended!

MM

Mehmet Muhanna

Nov 2024

Great company and support team. Had a problem in my local Odoo server - they solved it in 5 minutes. Highly recommend.

BJ

Billy Jeffs

Jan 2025

Customised an Odoo app for me which works perfectly. Many requirements, got it right every time. Very confident in their ability.

HP

HP

Mar 2025

Consistently excellent service over years of working together. Knowledge and commitment to keeping clients informed truly sets them apart.

MK

Michal Kolasinski

Mar 2025

Multiple addons + two custom modules. Communication always friendly and precise. Delivered on time, worked out of the box. Highly recommended!

5.0
Average Rating
10K+ Happy Customers
100+ Countries Served
11+ Years of Trust

Upgrade your Odoo with AI

Complete AI Automation Suite

7 AI-powered modules in one bundle - plus more coming soon. Transform every corner of your Odoo with intelligent automation.

Get the bundle Flat 30% off

What's in the bundle

AI Insight Assistant
Talk to your data
AI Live Chatbot
24/7 intelligent support
MCP Integration
Seamless multi-channel connections
AI Dashboard Studio
From data to decisions
Flow Builder & AI Write
Automate your processes
AI Recruitment
Smarter hiring decisions
AI OCR NEW
Upload Document - Done!

Modules included

Insight Assistant
AI Insight Assistant
Talk to your data
Ask questions about your Odoo data in plain English and get instant answers as charts, tables, or kanban views - across Sales, HR, Accounting and more, with full access-right compliance. Let AI create, update, and archive Odoo records through conversation.
Insight Assistant
AI Live Chatbot
Intelligent support 24/7
Deploy AI-powered chatbots on your website that answer customer queries 24/7 using your documents, PDFs, and Odoo data - with seamless handoff to a human agent when needed.
Insight Assistant
MCP Integration
Seamless multi-channel connections
Empower AI assistants and external tools to securely access, analyze, and interact with your Odoo data through the Model Context Protocol (MCP) - with real-time actions & structured responses. Connect Odoo MCP with Antigravity, Claude WebApp, Claude CLI, Claude Desktop, Gemini CLI, Codex CLI, Codex Desktop App, Codex WebApp.
Insight Assistant
AI Dashboard Studio
From data to decisions
Describe what you want to see and AI builds the dashboard instantly - with 15+ chart types, auto-generated templates, multi-company filters, and full theme customization.
Insight Assistant
Flow Builder & AI Write
Automate your processes
Build smarter automation with AI-powered workflows in Odoo. Generate dynamic content and update data intelligently using AI, making every process faster and more efficient.
Insight Assistant
AI Recruitment Assistant
Automate your processes
Automatically screen, score, and route applicants using AI - so you spend less time reading CVs and more time interviewing the right candidates, all within Odoo.
Insight Assistant
AI OCR
Upload Document - Done!
NEW
Automatically extract and process data from invoices, receipts, and documents - eliminating manual data entry across your Odoo records.

Coming soon

Included free when released

Upcoming

AI CRM Assistant

Intelligent lead scoring, follow-up suggestions, and pipeline insights - AI that helps your sales team close deals faster.

Upcoming

AI Social Media Post Generator

Automatically generate engaging social media posts with AI based on your business content - helping you create platform-ready posts in seconds.

Lifetime free support Lifetime free updates Community & Enterprise Odoo.sh & On Premise

Multi-Language

8 built-in translations

English
German
Arabic
Spanish
Japanese
Chinese
French
Portuguese
Request to Add any Language at Free of Cost

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AI Dashboard Studio

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Granular access control over menus, fields, buttons, and records for every user role.


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Backdate any transaction across invoices, journals, pickings, and more with full audit.


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All-in-One Helpdesk

Full-featured customer support with tickets, SLA, and customer portal built for Odoo.


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Our Services

End-to-end Odoo expertise - from setup to scale.

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AI & Business Integration

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Odoo Implementation

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Odoo Customization

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Support & Maintenance

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Mobile Apps

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Migration Service

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Third-Party Integration

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Odoo Training

Ready to connect your AI to Odoo?

Join 10,000+ businesses - Softhealer, 11+ years of Odoo expertise across 100+ countries.

Our Apps Our Themes
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Community Apps Dependencies Show
AI Base
Lines of code 9472
Technical Name sh_odoo_flow_engine
LicenseOPL-1
Websitehttps://www.softhealer.com
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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Odoo is a suite of open source business apps that cover all your company needs: CRM, eCommerce, accounting, inventory, point of sale, project management, etc.

Odoo's unique value proposition is to be at the same time very easy to use and fully integrated.

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