AI
AI and automation
AI is useful when it has a job: read a document, draft a reply, classify a request, or prepare a record for a person to approve.
Talk about this
The useful jobs are narrow. Read a supplier invoice into a draft bill. Sort a shared inbox. Draft a reply a person still sends. Prepare numbers from data that is already in Odoo.
A person still approves anything that posts money, moves stock, or makes a promise to a customer. If the process itself is unclear, we fix the process before adding a model.
Included
What the work includes
Document and invoice capture
Support and sales assistants with a human approval step
Workflow automation
Reporting drafts from operational data
In practice
Pick a part of the work.
Jobs that are worth doing
Each one has an input, a draft, and a person who accepts it.
- Invoice and document capture into a draft record
- Classifying requests into the right queue
- Reply drafts for support or sales
- A first pass of a weekly report from operational data
- Answers drawn from your own policies, not from the open web
Fit
A good fit when
People retype the same documents
Requests sit in a shared inbox
Leaders wait on manual report packs
Tell us the job. We will say whether this is the right shape, and what the first release should leave out.
Start a projectRelated
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