Save New Sales Opportunities
Configured with Chain Summarization, Gmail Trigger, LM Open Ai, Odoo. Review the connections and setup before adapting this template.
Node categories in this workflow
- Trigger
- Integration
- AI & models
Icons describe general node roles, inferred from node types. Inspect the parameters for the configured action.
Drag to pan; use + and − to zoom. Reconstructed from the exported node positions; nothing runs here. Dashed lines represent non-main connections. Full node names and notes appear below.
How it works
The exported workflow contains the following configured nodes. Their connections are shown above; inspect the JSON for the complete logic, expressions, and external actions.
| Node | Category | Type | Operation |
|---|---|---|---|
| Received Emails with Sales Label | Trigger | Gmail Trigger | See node parameters |
| Odoo - Create Opportunity | Integration | Odoo | opportunity |
| OpenAI Model | AI & models | LM Open Ai | See node parameters |
| Summarize Email Content | AI & models | Chain Summarization | See node parameters |
Setup
- Download the JSON and import it into an isolated n8n instance. Leave the workflow inactive.
- Connect your own credentials through n8n’s credential store. Replace
REPLACE_WITH_*values with your resource identifiers. - Inspect API destinations, Code nodes, database queries, file paths, and outbound actions.
- Run with synthetic data and harmless destinations. Enable triggers only after checking the actual outputs.
Requirements
An n8n instance with the listed node types and compatible versions. Service-connected workflows may require accounts, credentials, or paid APIs.
Credential types declared in the source
gmailOAuth2odooApiopenAiApi
Workflow notes
Summarize emails and save them as notes on sales opportunity in Odoo
Summarize emails and save them as notes on sales opportunity in Odoo
Set up steps:
- Configure Google Cloud credentials with Gmail access
- Configure OpenAI credentials
- Configure Odoo credentials
Save New Sales Opportunities
Save New Sales Opportunities
Purpose and structure
This folder contains the Save New Sales Opportunities workflow. Its executable nodes use chainSummarization, gmailTrigger, lmOpenAi, odoo. The table and connection map below are derived from the JSON, not an inferred guarantee of behavior.
Setup
Import inactive. Configure your own credentials and replace REPLACE_WITH_* values. Review external destinations and Code nodes before running.
Entry points
Received Emails with Sales Label
Verification
Sanitized source candidate; not runtime-tested. This overview is generated from node metadata. Read the folder README for the connection map, credential types, and license.
Attribution
https://github.com/Zie619/n8n-workflows/blob/94007c1445d9258a7da116646b79473e7c7c3282/workflows/Gmail/1565_Gmail_Stickynote_Create_Triggered.json MIT; preserve source notices.