ERP AI chatbot for Odoo sales module

工作流概述

这是一个包含16个节点的复杂工作流,主要用于自动化处理各种任务。

工作流源代码

下载
{
  "id": "n8cwEZfJLGn15Lqx",
  "meta": {
    "instanceId": "d40a25503b797861fe81ffcf2649da2a83b8677ac1ef2ee6b6872aa9b52454b8",
    "templateCredsSetupCompleted": true
  },
  "name": "ERP AI chatbot for Odoo sales module",
  "tags": [],
  "nodes": [
    {
      "id": "abe58519-f3fe-4438-b6d6-d67071c70f0b",
      "name": "Window Buffer Memory",
      "type": "@n8n/n8n-nodes-langchain.memoryBufferWindow",
      "position": [
        1360,
        700
      ],
      "parameters": {
        "sessionKey": "={{ $('Chat Trigger').item.json.sessionId }}",
        "sessionIdType": "customKey"
      },
      "typeVersion": 1.2
    },
    {
      "id": "35b63108-e40d-494f-a0dc-5c8ea296c75f",
      "name": "OpenAI Chat Model",
      "type": "@n8n/n8n-nodes-langchain.lmChatOpenAi",
      "position": [
        1240,
        700
      ],
      "parameters": {
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8F3dAS1qjFM6mYbD",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "91ff893c-917d-46c2-b27d-48e9799452a6",
      "name": "Calculator",
      "type": "@n8n/n8n-nodes-langchain.toolCalculator",
      "position": [
        1480,
        700
      ],
      "parameters": {},
      "typeVersion": 1
    },
    {
      "id": "b9c10744-c5b8-4949-a80f-d331746632fb",
      "name": "Schedule Trigger",
      "type": "n8n-nodes-base.scheduleTrigger",
      "position": [
        220,
        180
      ],
      "parameters": {
        "rule": {
          "interval": [
            {}
          ]
        }
      },
      "typeVersion": 1.2
    },
    {
      "id": "4fa016bf-3f4c-4bfd-8c11-0270002de533",
      "name": "Convert to File",
      "type": "n8n-nodes-base.convertToFile",
      "position": [
        1480,
        180
      ],
      "parameters": {
        "options": {},
        "operation": "toText",
        "sourceProperty": "response.text"
      },
      "typeVersion": 1.1
    },
    {
      "id": "f9f0f1ed-7ccf-4c97-8d28-91399b2a4440",
      "name": "Save Summary to File",
      "type": "n8n-nodes-base.readWriteFile",
      "position": [
        1700,
        180
      ],
      "parameters": {
        "options": {
          "append": false
        },
        "fileName": "cache.txt",
        "operation": "write"
      },
      "typeVersion": 1
    },
    {
      "id": "e9715c9d-7ebb-4f8c-b44e-a2ee69bf9618",
      "name": "Get All Opportunities from Odoo",
      "type": "n8n-nodes-base.odoo",
      "position": [
        460,
        180
      ],
      "parameters": {
        "options": {
          "fieldsList": [
            "won_status",
            "description",
            "email_from",
            "contact_name",
            "expected_revenue"
          ]
        },
        "resource": "opportunity",
        "operation": "getAll",
        "returnAll": true
      },
      "credentials": {
        "odooApi": {
          "id": "5XAxrqqPxY5dzcoP",
          "name": "Odoo account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "23b82fdb-656f-497f-84eb-4296581245ac",
      "name": "Read Summary From File",
      "type": "n8n-nodes-base.readWriteFile",
      "position": [
        540,
        540
      ],
      "parameters": {
        "options": {},
        "fileSelector": "cache.txt"
      },
      "typeVersion": 1,
      "alwaysOutputData": false
    },
    {
      "id": "8d702c53-9001-4f71-80c4-17786384caf0",
      "name": "If Summary Exists",
      "type": "n8n-nodes-base.if",
      "position": [
        760,
        540
      ],
      "parameters": {
        "options": {},
        "conditions": {
          "options": {
            "leftValue": "",
            "caseSensitive": true,
            "typeValidation": "strict"
          },
          "combinator": "and",
          "conditions": [
            {
              "id": "c65a538f-f6c8-41ff-bad3-a631a5063cbb",
              "operator": {
                "type": "string",
                "operation": "exists",
                "singleValue": true
              },
              "leftValue": "={{ $json.fileName }}",
              "rightValue": ""
            }
          ]
        }
      },
      "typeVersion": 2
    },
    {
      "id": "4007d6e3-2d6f-4edd-afee-7df3c7dd5236",
      "name": "Merge Opportunities",
      "type": "n8n-nodes-base.aggregate",
      "position": [
        700,
        180
      ],
      "parameters": {
        "options": {},
        "aggregate": "aggregateAllItemData"
      },
      "typeVersion": 1
    },
    {
      "id": "604de791-8351-47ed-897d-2b7fe7f0aa99",
      "name": "Extract Text From File",
      "type": "n8n-nodes-base.extractFromFile",
      "position": [
        1020,
        520
      ],
      "parameters": {
        "options": {},
        "operation": "text"
      },
      "typeVersion": 1
    },
    {
      "id": "ab68228c-7d02-4d36-8c43-10a387dc3085",
      "name": "AI Conversational Agent",
      "type": "@n8n/n8n-nodes-langchain.agent",
      "position": [
        1240,
        520
      ],
      "parameters": {
        "text": "={{ $('Chat Trigger').item.json.chatInput }}",
        "agent": "conversationalAgent",
        "options": {
          "humanMessage": "=TOOLS
------
Assistant can ask the user to use tools to look up information that may be helpful in answering the users original question. The tools the human can use are:

{tools}

{format_instructions}

Answer questions using only the following context: {{ $json.data }}.


USER'S INPUT
--------------------
Here is the user's input (remember to respond with a markdown code snippet of a json blob with a single action, and NOTHING else):

{{input}} "
        },
        "promptType": "define"
      },
      "typeVersion": 1.6
    },
    {
      "id": "117af37c-7dda-4bba-a008-d67c876efa9d",
      "name": "Summarize Opportunities",
      "type": "@n8n/n8n-nodes-langchain.chainSummarization",
      "position": [
        1020,
        60
      ],
      "parameters": {
        "options": {
          "summarizationMethodAndPrompts": {
            "values": {
              "prompt": "=Write a summary of the following:


{{ JSON.stringify($json.data) }}

Include important information such as won status and expected revenue for each opportunity. Also include a short description of each oppotunity and keep opportunities separate.

CONCISE SUMMARY: ",
              "combineMapPrompt": "=Write a summary of the following:

{{ JSON.stringify($json.data) }}

Include important information such as won status and expected revenue for each opportunity. Also include a short description of each oppotunity and keep opportunities separate.

CONCISE SUMMARY: "
            }
          }
        }
      },
      "typeVersion": 2
    },
    {
      "id": "e6ae17c7-15db-4c9d-9ce9-4748eaf84359",
      "name": "OpenAI Summarization Model",
      "type": "@n8n/n8n-nodes-langchain.lmOpenAi",
      "position": [
        1000,
        220
      ],
      "parameters": {
        "model": {
          "__rl": true,
          "mode": "list",
          "value": "gpt-4-turbo",
          "cachedResultName": "gpt-4-turbo"
        },
        "options": {}
      },
      "credentials": {
        "openAiApi": {
          "id": "8F3dAS1qjFM6mYbD",
          "name": "OpenAi account"
        }
      },
      "typeVersion": 1
    },
    {
      "id": "0e3a0b55-62d0-43d0-a744-a7b7ab05c087",
      "name": "Sticky Note",
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        200,
        -160
      ],
      "parameters": {
        "width": 446.44549763033154,
        "height": 261.8821936357484,
        "content": "# ERP chatbot for Odoo sales module

Set up steps:
* Configure the Odoo credentials
* Configure OpenAI credentials
* Toggle \"Make Chat Publicly Available\" from the Chat Trigger node."
      },
      "typeVersion": 1
    },
    {
      "id": "b9169b8d-7ff6-403f-b354-511c23d5da1c",
      "name": "Chat Trigger",
      "type": "@n8n/n8n-nodes-langchain.chatTrigger",
      "position": [
        220,
        540
      ],
      "webhookId": "09eea368-b78f-4209-9750-f28b706363c2",
      "parameters": {
        "public": true,
        "options": {}
      },
      "typeVersion": 1
    }
  ],
  "active": false,
  "pinData": {
    "Get All Opportunities from Odoo": [
      {
        "json": {
          "id": 6,
          "email_from": "contact@mihai.ltd",
          "won_status": "won",
          "description": "<p data-last-history-steps=\"1224754175503363,660472183033793\">
Alex Mason, Procurement Manager at Innovative Solutions Inc., initially expressed strong interest in CloudConnect Pro for upcoming projects. They were impressed with its capabilities in cloud integration, data management, and flexibility. After successful discussions and negotiations, NovaTech Enterprises signed a contract for $19,000 to implement CloudConnect Pro for their enterprise-level needs. Project onboarding and deployment were completed successfully.

<br></p>",
          "contact_name": false,
          "expected_revenue": 19000
        }
      },
      {
        "json": {
          "id": 5,
          "email_from": "contact@mihai.ltd",
          "won_status": "pending",
          "description": "<p>Mihai Farcas, Procurement Manager at Innovative Solutions Inc, is interested in incorporating CloudConnect Pro platform into their upcoming projects. They are impressed by its capabilities in cloud integration, data management, and flexibility. They request detailed information on pricing, implementation options, support services, and case studies for enterprise-level deployments. They are eager to learn more and hope for a mutually beneficial partnership. </p>",
          "contact_name": false,
          "expected_revenue": 17000
        }
      }
    ]
  },
  "settings": {
    "executionOrder": "v1"
  },
  "versionId": "315972c0-e19d-4978-88ea-9fe721de3631",
  "connections": {
    "Calculator": {
      "ai_tool": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_tool",
            "index": 0
          }
        ]
      ]
    },
    "Chat Trigger": {
      "main": [
        [
          {
            "node": "Read Summary From File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Convert to File": {
      "main": [
        [
          {
            "node": "Save Summary to File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Schedule Trigger": {
      "main": [
        [
          {
            "node": "Get All Opportunities from Odoo",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "If Summary Exists": {
      "main": [
        [
          {
            "node": "Extract Text From File",
            "type": "main",
            "index": 0
          }
        ],
        [
          {
            "node": "Get All Opportunities from Odoo",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Chat Model": {
      "ai_languageModel": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Merge Opportunities": {
      "main": [
        [
          {
            "node": "Summarize Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Save Summary to File": {
      "main": [
        [
          {
            "node": "Read Summary From File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Window Buffer Memory": {
      "ai_memory": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "ai_memory",
            "index": 0
          }
        ]
      ]
    },
    "Extract Text From File": {
      "main": [
        [
          {
            "node": "AI Conversational Agent",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Read Summary From File": {
      "main": [
        [
          {
            "node": "If Summary Exists",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "Summarize Opportunities": {
      "main": [
        [
          {
            "node": "Convert to File",
            "type": "main",
            "index": 0
          }
        ]
      ]
    },
    "OpenAI Summarization Model": {
      "ai_languageModel": [
        [
          {
            "node": "Summarize Opportunities",
            "type": "ai_languageModel",
            "index": 0
          }
        ]
      ]
    },
    "Get All Opportunities from Odoo": {
      "main": [
        [
          {
            "node": "Merge Opportunities",
            "type": "main",
            "index": 0
          }
        ]
      ]
    }
  }
}

功能特点

  • 自动检测新邮件
  • AI智能内容分析
  • 自定义分类规则
  • 批量处理能力
  • 详细的处理日志

技术分析

节点类型及作用

  • @N8N/N8N Nodes Langchain.Memorybufferwindow
  • @N8N/N8N Nodes Langchain.Lmchatopenai
  • @N8N/N8N Nodes Langchain.Toolcalculator
  • Scheduletrigger
  • Converttofile

复杂度评估

配置难度:
★★★★☆
维护难度:
★★☆☆☆
扩展性:
★★★★☆

实施指南

前置条件

  • 有效的Gmail账户
  • n8n平台访问权限
  • Google API凭证
  • AI分类服务订阅

配置步骤

  1. 在n8n中导入工作流JSON文件
  2. 配置Gmail节点的认证信息
  3. 设置AI分类器的API密钥
  4. 自定义分类规则和标签映射
  5. 测试工作流执行
  6. 配置定时触发器(可选)

关键参数

参数名称 默认值 说明
maxEmails 50 单次处理的最大邮件数量
confidenceThreshold 0.8 分类置信度阈值
autoLabel true 是否自动添加标签

最佳实践

优化建议

  • 定期更新AI分类模型以提高准确性
  • 根据邮件量调整处理批次大小
  • 设置合理的分类置信度阈值
  • 定期清理过期的分类规则

安全注意事项

  • 妥善保管API密钥和认证信息
  • 限制工作流的访问权限
  • 定期审查处理日志
  • 启用双因素认证保护Gmail账户

性能优化

  • 使用增量处理减少重复工作
  • 缓存频繁访问的数据
  • 并行处理多个邮件分类任务
  • 监控系统资源使用情况

故障排除

常见问题

邮件未被正确分类

检查AI分类器的置信度阈值设置,适当降低阈值或更新训练数据。

Gmail认证失败

确认Google API凭证有效且具有正确的权限范围,重新进行OAuth授权。

调试技巧

  • 启用详细日志记录查看每个步骤的执行情况
  • 使用测试邮件验证分类逻辑
  • 检查网络连接和API服务状态
  • 逐步执行工作流定位问题节点

错误处理

工作流包含以下错误处理机制:

  • 网络超时自动重试(最多3次)
  • API错误记录和告警
  • 处理失败邮件的隔离机制
  • 异常情况下的回滚操作