Odoo Customer Visit Automation & Reporting

Customer: AI | Published: 26.09.2025

Project Title Automated Daily Customer Visit Analysis Pipeline (Odoo → n8n → Email) Project Description We are looking for an experienced n8n workflow automation specialist (with Odoo API experience) to build a daily automated pipeline that pulls customer visit data from our Odoo system, performs analysis, and sends a summarized email report. The goal is to streamline reporting of customer visits for management review — fully automated, no manual steps. Scope of Work Trigger Daily cron schedule (e.g., 18:30 IST). Data Extraction Connect to Odoo (via API or Odoo node). Pull “customer visit” records (exact model/field to be confirmed — likely calendar.event, crm.lead, or a custom x_customer_visit). Fetch fields such as customer, salesperson, visit datetime, duration, outcome/stage, notes, and next follow-up date. Data Processing Filter visits for the last day (or since last run). Aggregate KPIs: Total visits Visits per salesperson / per region Average duration Stage advancements Overdue follow-ups Top accounts visited Optionally generate a CSV file with raw visit data. Report Generation Create a daily summary in Markdown/HTML format: KPIs Tables/charts (if supported in email) Highlights (e.g., “North zone up 15% vs yesterday”). Attach CSV of raw data. Delivery Send via Email/Gmail/SMTP. Subject: “Daily Customer Visit Summary — {{Date}}”. Handle “no visits logged” gracefully (send a short note). Error Handling Notify via email if data fetch/analysis fails. Store last successful run timestamp to avoid duplicates. Deliverables n8n workflow file (.json) ready to import. Documentation (one-pager) on how to deploy, edit schedule, update credentials. Support for initial setup/testing on our server or n8n.cloud instance. Skills Required Strong experience with n8n workflow automation Familiarity with Odoo API (REST/RPC) Good knowledge of JavaScript for n8n Code nodes Email integration (SMTP/Gmail/Outlook) Data transformation and reporting