Deploying AI agents in Odoo: a real-world case with a consulting firm
In 45 minutes, we deploy five AI agents live in Odoo. The real-world case is a consulting firm: lead qualification, quotes, timesheet checks, month-end invoicing and overdue payment reminders.
Agenda
In 45 minutes, we deploy five AI agents live in Odoo, one by one, with no code.
To keep it concrete, we take a firm of 12 consultants and a single client file, from first contact to payment. Its month-end looks like any services company's: incomplete timesheets, invoices going out late, leads left unanswered and overdue payments nobody has time to chase. At each step, an AI agent takes over.
What you will see
- Agent 1, lead qualification: created live from one sentence. A request comes in from the website, the agent qualifies it, sorts it and drafts a reply
- Agent 2, quote preparation: it drafts the quote from the lead (assignment, number of days, daily rate), the partner adjusts and approves
- Agent 3, timesheet checks: every Friday, it spots missing or inconsistent time entries and reminds the consultants concerned
- Agent 4, month-end invoicing: it prepares the invoices from approved time, nothing is posted without your consent
- Printing without thinking about it: once the invoices are approved, the agent sends them to the firm's printer itself
- Agent 5, overdue payment reminders: seven days after the due date, it drafts the reminder email, which you send in one click
- A team that hands work over: each agent picks up where the previous one stopped, on the same file
- Stay in control: approval queue for sensitive writes, every action logged, every write can be undone for 7 days
Who is it for?
This webinar is for partners, executives and office managers of service companies (consulting firms, agencies, IT services companies, engineering offices) that bill by time spent and run Odoo, and for the Odoo integrators who support them.
No technical knowledge required. The case transfers to any company that sells time: only the labels change.
And afterwards?
At the end of the session, you leave with:
- A free 14-day trial to create your first agents on your own Odoo
- The replay sent by email within 24 hours, chaptered agent by agent
- A live Q&A session to ask all your questions
Seats are limited to keep the discussion valuable. Reserve yours.