Your team owns the build.
Start with AI workflow training and the Factory Line source package. Workshop support is available when you need feedback.
Explore the $2,500 package ↗Enterprise resource planning
Odoo
Odoo
Managed AI Workflows.
Connect Odoo records, documents and approvals into practical AI workflows for sales, operations and internal development.
THE OPPORTUNITYStart where the work
Start where the work
gets held up.
Odoo brings processes together, but users can still spend hours interpreting requests and transferring context between records. A useful AI integration must respect the business rules already in those models.
Prepare better inputs for the people who approve quotes, resolve exceptions and maintain the system.
A WORKFLOW WORTH EXPLORING
Request-to-reviewed-quotation brief
A salesperson receives a customer request that needs product clarification before a quotation can be prepared.
Extract the requested items and quantities, identify missing specifications and propose a quotation brief with explicit assumptions.
WHERE JUDGMENT BELONGS
Make the review point explicit.
A salesperson confirms products, quantities and commercial assumptions before a draft quotation is created. Pricing exceptions follow the existing approval process.
Work within the real constraints.
Confirm Odoo version, hosting, installed modules, company rules and integration access. Custom model behavior must be examined before automating record creation.
Success needs
a useful measure.
Track clarification cycles, incorrect product matches, preparation time and reviewer edits. Check that automation does not bypass company boundaries or business validations.
Before expanding the workflow, compare the result with the current process. Include review effort and exceptions in that comparison so the improvement reflects the team's actual experience.
Read the implementation guide ↗CHOOSE THE RIGHT SUPPORTBuild it. Build with us.
Build it. Build with us.
Or have us manage it.
The workflow stays centered on your business. The engagement determines who learns, implements and operates it.
Work through it together.
Get everything in DIY, three months of workshops, weekly team sessions and direct implementation coaching.
Explore guided implementation ↗We manage the foundation.
Include all the learning and guidance, with ownership of agreed operations and major implementation decisions.
Explore managed delivery ↗CONNECTED OPPORTUNITIES
SAP
Prepare exception summaries and follow-up actions around SAP processes while preserving the controls your operations team depends on.
Explore this solution ↗START WITH YOUR WORKWhere is your team
Where is your team
doing too much by hand?
Bring a process, a bottleneck, or an idea. We'll help you decide what to automate, what to keep under human review, and where to begin.