Agenda

What exactly is an AI agent in Odoo? How do you create one, how far do you let it act, how do you give it your rules and make it work with other agents? In 45 minutes, we cover it all, with no jargon and no code.

To keep everything concrete, one running example from start to finish: expense report control. By the end, a submitted expense report is checked on its own, receipts are read, compliant lines are approved, doubtful lines are sent to the manager on Slack with the rule that was broken, and recoverable VAT is computed.

What you will see

What an AI agent in Odoo is: a virtual coworker with its own Odoo identity, a mission written in plain language, and a scope you define
Create it in one sentence: "You are my Finance agent. Check the submitted expense reports" and the agent is ready, with its access rights and model chosen for you
Choose the trigger: at a fixed time, on an Odoo event (here, an expense report submitted) or relative to a date (three days before a deadline)
Give it your rules: your expense policy loaded as a knowledge source, and the employee's calendar checked to cross-reference each expense
Read documents: the agent opens every receipt (PDF, photo, scan) and extracts the amount, date, VAT and merchant
Make several agents collaborate: the Finance agent delegates the check to an "Expense policy" agent, then merges the verdicts line by line
Scope what it may do: learning mode, frozen rules, approval queue for sensitive writes
Connect it to your tools: a Slack direct message to the manager with the receipt and the rule broken, decided in one click
Stay in control: every action is logged, every write can be undone for 7 days, the credit budget is capped per agent
Talk to it afterwards: from Odoo, ask "Why did you reject this line?" and fix its mission in one sentence

Who is it for?

This webinar is for executives, CFOs, business managers and Odoo integrators who want to understand what an AI agent can really do in Odoo before deploying one: what it sees, what it changes, how it is kept in check.

No technical knowledge required. The expense report case transfers as is to quotes, vendor bills, support or inventory.

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 by guide step
A live Q&A session to ask all your questions

Seats are limited to keep the discussion valuable. Reserve yours.