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AI Document Sources

by
Odoo
v 19.0 Third Party 9
Download for v 19.0 Deploy on Odoo.sh
This module requires Odoo Enterprise Edition.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 180
Technical Name dowgroup_ai_binary_source_fix
LicenseOPL-1
Websitehttps://www.dowgroup.com
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 180
Technical Name dowgroup_ai_binary_source_fix
LicenseOPL-1
Websitehttps://www.dowgroup.com
Odoo Gold Partner

Published by Dow Group — Odoo Gold Partner

We are a certified Odoo Gold Partner with deep expertise in Odoo implementation, development, and support. This module is built and maintained by our team of Odoo specialists. Need help with installation, customization, or ongoing support? We’ve got you covered.

Get in Touch

info@dowgroup.com

Call / WhatsApp: +971 55 935 4935

AI Document Sources

Upload PDFs, Excel spreadsheets, and text files as knowledge sources for your Odoo 19 AI agents — and have them actually work. By Dow Group — www.dowgroup.com

Odoo 19 AI Agent PDF Excel XLSX Knowledge Base Free

📄 Upload File  →  ⚡ Auto Extract  →  📊 Index  →  🤖 AI Answers Your Questions

Drop-in fix. No configuration. Install and your AI agents start reading your files immediately.

What This Module Does

One install. All your files become AI knowledge.

Odoo 19’s enterprise AI module lets you define knowledge sources for your AI agents — but when you upload a file (PDF, Excel, CSV), nothing happens. The file sits there, stuck in “processing” forever. Your AI agent never learns from it.

This module fixes that silently broken pipeline. It teaches Odoo how to extract text from your uploaded files — PDFs, Excel spreadsheets, CSV files, plain text — and feeds that content to the AI agent’s embedding engine so it can actually answer questions about your documents.

Critically, your original uploaded file is never modified. A separate plain-text attachment is created for the AI pipeline, so your source documents remain intact and downloadable at any time. Developed and supported by Dow Group, certified Odoo Gold Partner — www.dowgroup.com

The Problem This Fixes

A silent bug in the core Odoo 19 ai module.

❌ Without This Module

  • Upload a PDF to an AI agent knowledge source
  • Status stays on “Processing” indefinitely
  • AI agent has no knowledge of your document
  • No error shown — it just silently does nothing
  • Excel, CSV, TXT files all have the same issue

✅ With This Module

  • Upload a PDF to an AI agent knowledge source
  • Text is automatically extracted from the file
  • Content is indexed by the AI embedding engine
  • Status moves to “Indexed”
  • AI agent can now answer questions about your document

Key Features

Everything needed to unlock file-based knowledge for your AI agents.

📄

PDF Support

Extracts text from all standard PDF documents. Works with multi-page reports, contracts, manuals, and guides.
📊

Excel & Spreadsheets

Reads XLSX, XLS, XLSM, and XLSB files. Each sheet is extracted separately with its name preserved.
📜

CSV & Text Files

Plain-text fallback handles CSV, TXT, and any other text-based file format automatically.
🔒

Original File Preserved

The original uploaded file is never modified. A separate plain-text attachment is created for the AI pipeline.
⚡

Automatic & Scheduled

Runs on Odoo’s scheduled cron jobs. Upload a file and it is processed automatically — no manual trigger needed.
🔄

Re-processing Safe

If a file is updated, only changed content is re-indexed. Existing embeddings are reused when the file hasn’t changed.

How It Works

Four steps from file upload to AI-ready knowledge.

1

Upload

Add a file attachment as a knowledge source in your AI agent configuration.
2

Extract

The cron job detects binary sources and extracts their text content — PDF pages, spreadsheet rows, plain text.
3

Index

Extracted text is passed to Odoo’s embedding cron, which generates vector embeddings for semantic search.
4

Answer

Status changes to “Indexed”. Your AI agent can now retrieve and answer questions from the file’s content.

Use Cases

Any file your team uses as a reference can become AI knowledge.

Product Catalogs: Upload your product PDF → AI answers pricing & spec questions instantly

Price Lists: Upload an Excel price list → AI quotes prices without opening the spreadsheet

Policy Documents: Upload HR or legal PDFs → AI answers policy questions from staff

Technical Manuals: Upload equipment manuals → AI answers maintenance questions

Reports & Data: Upload CSV exports → AI summarizes data on demand

Contracts & SOPs: Any document your team references daily becomes instantly searchable by AI

Screenshots

See the module in action inside Odoo 19.

AI Document Sources — Binary Sources Indexed

Installation & Setup

Three steps and your AI agents can read files.

1

Install Python Libraries

Add to your requirements.txt:

openpyxl>=3.1.0
pypdf>=4.0.0
xlrd>=2.0.1
2

Install the Module

Install from the Odoo App Store or upload directly. The module requires the enterprise AI module to be installed.
3

Upload & Go

Add a PDF or Excel file as a knowledge source on any AI agent. The cron runs automatically and the source moves to “Indexed”.

Technical Details

Odoo 19.0 Enterprise edition required (depends on ai module)
Python: openpyxl For modern XLSX / XLSM / XLSB files (ZIP-format Excel)
Python: pypdf For PDF text extraction (text-based PDFs; scanned/image PDFs are not supported)
Python: xlrd For legacy .xls files (OLE2/BIFF format) — optional, only needed for old Excel files
No New Models Pure _inherit override — no schema changes, safe to install and uninstall
Odoo.sh Ready Add the three libraries to your repo’s requirements.txt — Odoo.sh installs them automatically
License OPL-1  •  Free  •  Version 19.0.1.0.0

Need Help?

For installation, customization, or support, reach out to Dow Group — your certified Odoo Gold Partner.

www.dowgroup.com

Visit www.dowgroup.com

Author: Dow Group (www.dowgroup.com)  •  License: OPL-1  •  Free  •  Version: 19.0.1.0.0

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,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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