Gears representing intelligent automation
Solution: Process Automation

Manual Work,
Automated Away

Identify bottlenecks, eliminate repetitive tasks, and build reliable workflows that run themselves, powered by AI and connected natively to your Odoo ERP.

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80%
Reduction in manual tasks
3×
Faster process execution
< 1%
Error rate on automated steps
Days
Typical time to first automation live
Our Approach

Automation That Sticks

ERP-Native Triggers

Automations fire on real Odoo events: a confirmed order, a failed delivery, an overdue payment, not on scheduled polling that misses real-time state.

Multi-System Orchestration

Connect Odoo to n8n, email, Slack, external APIs, and third-party systems in a single workflow. One trigger, many actions, zero manual handoffs.

Built to Be Maintained

Every workflow is documented, tested, and handed over with runbooks. You own it; we don't create black boxes that only we can fix.

The Process

How We Build Your Automation

We follow a repeatable discovery-to-production method that keeps scope tight and delivery fast.

1

Process Discovery

We map your current workflow: who does what, how often, what data moves between steps, and identify the highest-impact automation candidates.

2

Design & Scoping

We define triggers, actions, error handling, and approval gates. You review the design before a single line of code is written.

3

Build & Test

We build the automation in n8n or directly in Odoo, test against real data, and validate edge cases before go-live.

4

Deploy & Monitor

We deploy with monitoring and alerts. You get a dashboard showing run history, errors, and volumes, not a silent process you have to trust blindly.

Common Automations

What We Automate

These are the most frequent automation patterns we implement for Odoo customers. Each one is customised to your business rules and data.

Sales & Order Management

Reduce friction from quote to cash.

4 agents
Order Confirmation Flow
Auto-confirm orders meeting pre-set criteria, notify the warehouse, and update the CRM opportunity, all in one trigger.
Uninvoiced Order Alert
Daily digest to finance listing all confirmed orders with no invoice, grouped by salesperson.
Follow-Up Scheduler
Creates CRM activities automatically when an opportunity goes X days without a logged interaction.
Quotation Expiry Reminder
Sends a follow-up to the customer 48h before a quotation expires, with a one-click accept link.

Finance & Procurement

Close faster, buy smarter.

4 agents
PO Approval Router
Routes purchase orders to the right approver based on amount, category, and vendor, with no manual forwarding.
Payment Matching
Matches incoming bank transactions to open invoices and flags any that can't be auto-reconciled.
Overdue Invoice Chaser
Sends personalised reminders at day 7, 14, and 30, escalating to a manager at day 30.
Expense Report Processor
Validates expense submissions against policy and routes to the correct approver automatically.

Operations & Logistics

Keep deliveries on track without constant manual checking.

4 agents
Delivery Exception Alert
Detects transfers stuck in an unexpected state and notifies the responsible team within minutes.
Low Stock Notifier
Alerts the procurement team when stock falls below reorder point, before a stockout, not after.
Reorder Trigger
Automatically creates a purchase order when stock hits the minimum quantity threshold.
Receipt vs. PO Checker
Flags discrepancies between received quantities and purchase order lines before the vendor bill is validated.
Live Example

Automation in Action

finance / overdue-invoice-chaser · run #1204 Running
→ Querying account.move where payment_state=not_paid and invoice_date_due < today...
✓ Found 23 overdue invoices across 18 customers
→ Grouping by overdue bucket: 0–7d (9), 8–14d (8), 15–30d (4), 30d+ (2)...
→ Sending day-7 reminders to 9 customers via Odoo mail...
→ Escalating 2 invoices (30d+) to finance manager...
✓ Done in 3.4s · 11 emails sent · 0 errors · next run tomorrow 09:00
Why It Works

What Makes Our Automations Different

Odoo-Native Event Triggers

We hook into Odoo's actual state changes, not external polling. Faster, more reliable, and no race conditions.

Full Error Handling

Every automation has explicit error paths. Failures are logged and alerted, not silently dropped.

Tested Against Real Data

We test on your staging environment with production-like data before any workflow goes live.

You Own the Workflow

Delivered with documentation and runbooks. Your team can extend and maintain it without us.

No Vendor Lock-In

Built on n8n (self-hostable, open source) or native Odoo automations. No dependency on proprietary SaaS.

Grows With You

Start with one automation, extend to ten. The architecture is designed for composability, not one-offs.

Ready to put AI to work?

Let's explore how Trobz AI can automate your processes, enhance your ERP, and help your team make better decisions — faster.

Let's Talk Request a Demo