Automating Business – Odoo ERP automation

A great video of Odoo Experience 2023, outlining some of the enhancements to Odoo ERP helping automate business activities. At Vitr Technologies, we are passionate about discovering opportunities for business to automate mundane tasks, allowing you to focus more of your time on your core work. Odoo ERP is undoubtedly one highly effective tool in your automation arsenal.

Key highlights from the Odoo Experience video below

Odoo ERP automation in v.17

At its core, Odoo’s automation features are designed to streamline operations, reduce manual activities (do it in less clicks!), and improve accuracy. Key automation functionalities in Odoo include automated workflows, triggers, and smart rules, which complement the many features in Odoo V17 focused on automation, such as its integrations with ChatGPT.

Key Automation Updates:

1. Automated Workflows:

Odoo’s automated workflows enable businesses to define a series of tasks that are executed automatically based on specific conditions. For instance, a sales order can trigger an automatic update in inventory levels, initiate the invoice creation process, and schedule delivery tasks. This interconnected system ensures that all related tasks can be handled without manual intervention. Actions can be instigated automatically, in draft, allowing a human to simply convert those draft actions into real ones.

2. Triggers and Smart Rules:

Triggers and smart rules in Odoo can be harnessed to define specific conditions under which certain actions can be performed automatically. These rules can be customised to fit the unique needs of a business across numerous applications within the Odoo eco-system. The video provides an example where a series of specific sales actions are delegated when a high-value quote is received. It also allows you to automatically apply a specific priority to this order, ensuring it is not missed. Automation of this nature can maximise outcomes from your sales team, while reducing cognitive burden on supervisors and managers as they can simply monitor outcomes.

3. Real-Time Data Synchronisation:

One of the latest features of Odoo is its integrated OCR and AI capabilities across numerous applications. These kinds of features allow such actions as automatic lead enrichment within the CRM, where data about incoming leads is automatically enriched from various sources across the net. Within the accounting and document applications, its inbuilt OCR capabilities allow key data to be seamlessly pulled from the PDF and allocated to the various fields within the accounting or contacts application.

Relevance for Businesses

Automating business via Odoo is not just about convenience; these features are key to helping you compete in your market. The video showcases several real-world applications of Odoo’s automation for business. Examples include  a retail business can automate inventory management, ensuring that stock levels are always optimised and reducing the risk of stockouts or overstocking. A manufacturing company can automate production schedules and quality control checks, leading to more efficient production processes and higher product quality.


Odoo’s automation features represent a significant advancement in business process management. By leveraging automated workflows, triggers, and smart rules, and artificial intelligence, businesses can achieve greater efficiency, accuracy, and scalability. These automation capabilities not only streamline operations but also provide a competitive edge.. As businesses continue to embrace digital transformation, Odoo’s automation features will play a crucial role in shaping the future of business operations.

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