Odoo Sales Notes from Gmail Emails with n8n + OpenAI

Turn Gmail sales emails into Odoo sales notes automatically—using n8n and OpenAI

This n8n workflow watches your Gmail inbox for sales emails, summarizes them with OpenAI, and then creates a corresponding sales opportunity in Odoo—using the email subject as the title and the summary as an internal note. No manual copy/paste. Faster follow-up, cleaner CRM data.

What this workflow does

• Gmail trigger by label: When an email is received with a specified Gmail label, the workflow starts.
• OpenAI summarization: The email content is sent to OpenAI to generate a concise sales summary.
• Create in Odoo: A sales opportunity is created in Odoo, with:
  • Email subject used as the opportunity title
  • Email summary added as the internal note

Use cases

• Sales intake for SaaS teams: Automatically capture inbound sales conversations from Gmail and log them in Odoo with a readable summary.
• Consistent CRM updates: Reduce missing notes by ensuring every labeled sales email becomes an Odoo opportunity note.
• Pipeline hygiene: Standardize how reps store context—subject-to-title and summarized details-to-internal notes.

Technical details

• n8n workflow using:
  • Gmail trigger (filtered by a chosen email label)
  • OpenAI for summarization (via LangChain tooling nodes)
  • Odoo to create a sales opportunity and attach an internal note
• Setup steps:
  • Configure Google Cloud credentials with Gmail access
  • In the Gmail node, select the label in the filter section
  • Configure OpenAI credentials
  • Configure Odoo credentials

Ideal for: n8n users, automation engineers, and SaaS operators who want a reliable Gmail → OpenAI summary → Odoo sales notes workflow.