Odoo Sales Module ERP AI チャットボット

上級

これはSales分野の自動化ワークフローで、16個のノードを含みます。主にIf, Odoo, Aggregate, ConvertToFile, ReadWriteFileなどのノードを使用。 Odoo販売モジュールERP AIチャットボット - OpenAI統合

前提条件
  • OpenAI API Key

カテゴリー

ワークフロープレビュー
ノード接続関係を可視化、ズームとパンをサポート
ワークフローをエクスポート
以下のJSON設定をn8nにインポートして、このワークフローを使用できます
{
  "id": "n8cwEZfJLGn15Lqx",
  "meta": {
    "instanceId": "d40a25503b797861fe81ffcf2649da2a83b8677ac1ef2ee6b6872aa9b52454b8",
    "templateCredsSetupCompleted": true
  },
  "name": "ERP AI chatbot for Odoo sales module",
  "tags": [],
  "nodes": [
    {
      "id": "abe58519-f3fe-4438-b6d6-d67071c70f0b",
      "name": "ウィンドウバッファメモリ",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        1360,
        700
      ],
      "parameters": {
        "sessionKey": "={{ $('Chat Trigger').item.json.sessionId }}",
        "sessionIdType": "customKey"
      },
      "typeVersion": 1.2
    },
    {
      "id": "35b63108-e40d-494f-a0dc-5c8ea296c75f",
      "name": "OpenAI チャットモデル",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        1240,
        700
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8F3dAS1qjFM6mYbD",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "91ff893c-917d-46c2-b27d-48e9799452a6",
      "name": "計算機",
      "type": "@n8n/n8n-nodes-langchain.toolCalculator",
      "position": [
        1480,
        700
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "b9c10744-c5b8-4949-a80f-d331746632fb",
      "name": "スケジュールトリガー",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        220,
        180
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "4fa016bf-3f4c-4bfd-8c11-0270002de533",
      "name": "ファイルに変換",
      "type": "n8n-nodes-base.convertToFile",
      "position": [
        1480,
        180
      ],
      "parameters": {
        "options": {},
        "operation": "toText",
        "sourceProperty": "response.text"
      },
      "typeVersion": 1.1
    },
    {
      "id": "f9f0f1ed-7ccf-4c97-8d28-91399b2a4440",
      "name": "Save Summary to File",
      "type": "n8n-nodes-base.readWriteFile",
      "position": [
        1700,
        180
      ],
      "parameters": {
        "options": {
          "append": false
        },
        "fileName": "cache.txt",
        "operation": "write"
      },
      "typeVersion": 1
    },
    {
      "id": "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618",
      "name": "Get All Opportunities from Odoo",
      "type": "n8n-nodes-base.odoo",
      "position": [
        460,
        180
      ],
      "parameters": {
        "options": {
          "fieldsList": [
            "won_status",
            "description",
            "email_from",
            "contact_name",
            "expected_revenue"
          ]
        },
        "resource": "opportunity",
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "odooApi": {
          "id": "5XAxrqqPxY5dzcoP",
          "name": "Odoo account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "23b82fdb-656f-497f-84eb-4296581245ac",
      "name": "Read Summary From File",
      "type": "n8n-nodes-base.readWriteFile",
      "position": [
        540,
        540
      ],
      "parameters": {
        "options": {},
        "fileSelector": "cache.txt"
      },
      "typeVersion": 1,
      "alwaysOutputData": false
    },
    {
      "id": "8d702c53-9001-4f71-80c4-17786384caf0",
      "name": "If Summary Exists",
      "type": "n8n-nodes-base.if",
      "position": [
        760,
        540
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "c65a538f-f6c8-41ff-bad3-a631a5063cbb",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.fileName }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "4007d6e3-2d6f-4edd-afee-7df3c7dd5236",
      "name": "マージ Opportunities",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        700,
        180
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData"
      },
      "typeVersion": 1
    },
    {
      "id": "604de791-8351-47ed-897d-2b7fe7f0aa99",
      "name": "Extract Text From File",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        1020,
        520
      ],
      "parameters": {
        "options": {},
        "operation": "text"
      },
      "typeVersion": 1
    },
    {
      "id": "ab68228c-7d02-4d36-8c43-10a387dc3085",
      "name": "AI Conversational エージェント",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1240,
        520
      ],
      "parameters": {
        "text": "={{ $('Chat Trigger').item.json.chatInput }}",
        "agent": "conversationalAgent",
        "options": {
          "humanMessage": "=TOOLS\n------\nAssistant can ask the user to use tools to look up information that may be helpful in answering the users original question. The tools the human can use are:\n\n{tools}\n\n{format_instructions}\n\nAnswer questions using only the following context: {{ $json.data }}.\n\n\nUSER'S INPUT\n--------------------\nHere is the user's input (remember to respond with a markdown code snippet of a json blob with a single action, and NOTHING else):\n\n{{input}} "
        },
        "promptType": "define"
      },
      "typeVersion": 1.6
    },
    {
      "id": "117af37c-7dda-4bba-a008-d67c876efa9d",
      "name": "要約 Opportunities",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
        1020,
        60
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Write a summary of the following:\n\n\n{{ JSON.stringify($json.data) }}\n\nInclude important information such as won status and expected revenue for each opportunity. Also include a short description of each oppotunity and keep opportunities separate.\n\nCONCISE SUMMARY: ",
              "combineMapPrompt": "=Write a summary of the following:\n\n{{ JSON.stringify($json.data) }}\n\nInclude important information such as won status and expected revenue for each opportunity. Also include a short description of each oppotunity and keep opportunities separate.\n\nCONCISE SUMMARY: "
            }
          }
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e6ae17c7-15db-4c9d-9ce9-4748eaf84359",
      "name": "OpenAI Summarization Model",
      "type": "@n8n/n8n-nodes-langchain.lmOpenAi",
      "position": [
        1000,
        220
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4-turbo",
          "cachedResultName": "gpt-4-turbo"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8F3dAS1qjFM6mYbD",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0e3a0b55-62d0-43d0-a744-a7b7ab05c087",
      "name": "付箋",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        200,
        -160
      ],
      "parameters": {
        "width": 446.44549763033154,
        "height": 261.8821936357484,
        "content": "# ERP chatbot for Odoo sales module\n\nSet up steps:\n* Configure the Odoo credentials\n* Configure OpenAI credentials\n* Toggle \"Make Chat Publicly Available\" from the Chat Trigger node."
      },
      "typeVersion": 1
    },
    {
      "id": "b9169b8d-7ff6-403f-b354-511c23d5da1c",
      "name": "チャットトリガー",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        220,
        540
      ],
      "webhookId": "09eea368-b78f-4209-9750-f28b706363c2",
      "parameters": {
        "public": true,
        "options": {}
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {
    "Get All Opportunities from Odoo": [
      {
        "json": {
          "id": 6,
          "email_from": "contact@mihai.ltd",
          "won_status": "won",
          "description": "<p data-last-history-steps=\"1224754175503363,660472183033793\">\nAlex Mason, Procurement Manager at Innovative Solutions Inc., initially expressed strong interest in CloudConnect Pro for upcoming projects. They were impressed with its capabilities in cloud integration, data management, and flexibility. After successful discussions and negotiations, NovaTech Enterprises signed a contract for $19,000 to implement CloudConnect Pro for their enterprise-level needs. Project onboarding and deployment were completed successfully.\n\n<br></p>",
          "contact_name": false,
          "expected_revenue": 19000
        }
      },
      {
        "json": {
          "id": 5,
          "email_from": "contact@mihai.ltd",
          "won_status": "pending",
          "description": "<p>Mihai Farcas, Procurement Manager at Innovative Solutions Inc, is interested in incorporating CloudConnect Pro platform into their upcoming projects. They are impressed by its capabilities in cloud integration, data management, and flexibility. They request detailed information on pricing, implementation options, support services, and case studies for enterprise-level deployments. They are eager to learn more and hope for a mutually beneficial partnership. </p>",
          "contact_name": false,
          "expected_revenue": 17000
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "315972c0-e19d-4978-88ea-9fe721de3631",
  "connections": {
    "Calculator": {
      "ai_tool": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Chat Trigger": {
      "main": [
        [
          {
            "node": "23b82fdb-656f-497f-84eb-4296581245ac",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Convert to File": {
      "main": [
        [
          {
            "node": "f9f0f1ed-7ccf-4c97-8d28-91399b2a4440",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "8d702c53-9001-4f71-80c4-17786384caf0": {
      "main": [
        [
          {
            "node": "604de791-8351-47ed-897d-2b7fe7f0aa99",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Merge Opportunities": {
      "main": [
        [
          {
            "node": "Summarize Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "f9f0f1ed-7ccf-4c97-8d28-91399b2a4440": {
      "main": [
        [
          {
            "node": "23b82fdb-656f-497f-84eb-4296581245ac",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Window Buffer Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "604de791-8351-47ed-897d-2b7fe7f0aa99": {
      "main": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "23b82fdb-656f-497f-84eb-4296581245ac": {
      "main": [
        [
          {
            "node": "8d702c53-9001-4f71-80c4-17786384caf0",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Summarize Opportunities": {
      "main": [
        [
          {
            "node": "Convert to File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "e6ae17c7-15db-4c9d-9ce9-4748eaf84359": {
      "ai_languageModel": [
        [
          {
            "node": "Summarize Opportunities",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618": {
      "main": [
        [
          {
            "node": "Merge Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}
よくある質問

このワークフローの使い方は?

上記のJSON設定コードをコピーし、n8nインスタンスで新しいワークフローを作成して「JSONからインポート」を選択、設定を貼り付けて認証情報を必要に応じて変更してください。

このワークフローはどんな場面に適していますか?

上級 - 営業

有料ですか?

このワークフローは完全無料です。ただし、ワークフローで使用するサードパーティサービス(OpenAI APIなど)は別途料金が発生する場合があります。

ワークフロー情報
難易度
上級
ノード数16
カテゴリー1
ノードタイプ15
難易度説明

上級者向け、16ノード以上の複雑なワークフロー

作成者
Mihai Farcas

Mihai Farcas

@mihailtd

Full-stack developer with 5+ years streamlining healthcare processes. Proficient in NodeJS, VueJS, MongoDB, PostgreSQL, Kubernetes, and n8n. Ready to optimize your workflows – book a consult via my link.

外部リンク
n8n.ioで表示

このワークフローを共有

カテゴリー

カテゴリー: 34