Odoo 19 AI & Automation Features: Demo, Setup, & Use Cases
In Odoo 19, AI is deeply embedded, no longer a bolt-on add on but a first-class feature across the platform. In this guide (and demo video embedded below), we’ll walk through how Leah Swain from Certum Solutions sets up AI agents, server actions, and automation workflows in a live environment. Whether you’re an Odoo ERP admin, power user, or consultant, you’ll learn how to configure, train, and use these new AI tools in your Odoo software.
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What’s New: AI Features in Odoo 19
AI Agents / Chat Assistants: Interact with your Odoo data via chat, ask natural questions, and have the agent perform actions.
AI Fields in Studio: New field types that auto-generate text/content based on prompts and other record data.
AI Server Actions / Automation: Define actions by natural language prompts, updating records or triggering workflows without custom code.
Natural Language Search & Prompting: Search your database with everyday language rather than technical filters.
Document/Knowledge Training: You can train the AI agent using your own company's documents, policies, PDFs, etc., so responses are contextual and relevant. (Shown in demo)
Enhanced Modules & Ecosystem Integration: Across CRM, sales, email drafting, PTO workflows, etc.
No-Code Workflow Creation: Build approvals and process logic without writing Python.
(Often refer to Odoo’s announcements and third-party write-ups)
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Demo Walkthrough & Setup Steps
Here’s how Leah sets things up and demonstrates use:
Enabling AI / Connecting the API
Open your Odoo (trial or dev) and enable the AI module.
Provide your AI engine/API key (e.g. ChatGPT, Gemini, or other).
Connect or configure which AI model to use.
Choosing the AI Agent vs. Chat vs. Prompt Mode
Decide whether you want a chat agent, prompt-based commands, or both.
Set permissions, contexts, and where the agent has access.
Training AI with Documents/Knowledge Base
Upload documents (PDFs, internal policies, process documents).
Link AI to those sources so it can reference in responses.
Use examples/sample prompts to guide training.
Using AI to Fill Fields/Autocomplete
Watch as Odoo auto-fills descriptions and summaries from context.
Running Server Actions via Prompts
Ask: “Update status of all open opportunities to X”.
Ask: “Create PTO request approval workflow”.
Observe how AI interprets and executes.
Prompting AI to Draft Emails, Queries, or Search CRM
E.g. “Write an email inviting clients to our October 31 event” or “How many open opportunities do I have?”
AI runs query on your data and replies
Best Practices & Monitoring
Start small, test actions.
Review output before deployment.
Teach AI company-specific language.
Use Cases & Real-World Scenarios
HR & PTO Workflow Automation: Let AI manage time-off requests: move status, notify managers, validate rules.
Sales & CRM: AI can summarize leads, score deals, write follow-ups, or update stages based on prompts.
Email & Communication: Drafting proposals, emails, reminders automatically
Data Cleanup / Field Population: Bulk update missing fields via AI prompts
Internal Knowledge & Support Bot: Use AI agent to answer internal team queries based on uploaded docs
Best Practices & Tips for your Odoo AI Agent
Don’t automate everything at once, begin with less risky tasks.
Use clear, well-structured prompts.
Monitor and review AI output carefully in early stages.
Use company-specific terminology during training.
Maintain human oversight and governance.
Keep versioned backups of automation rules.
Avoid automating financial transactions until verified.
Potential Limitations & Cautions
AI accuracy depends on prompt clarity and training data. Protect sensitive information and limit access rights appropriately.
AI may misinterpret ambiguous prompts.
Sensitive or private data should be guarded.
Not all tasks are safe to automate in one go.
You may need to fine-tune prompts and training over time.
Future Videos on Odoo 19 Update
In upcoming videos (as teased in demo), Leah will cover:
AI in Odoo Appointments, Appraisals, Attendances
Advanced prompt chaining & workflow design
Integration of AI with Odoo modules (e.g. accounting, manufacturing)
Odoo 19’s AI and automation capabilities mark a paradigm shift: giving users tools to build smart workflows without code. As shown in our demo, the configuration is straightforward, yet powerful. With careful planning, iteration, and monitoring, businesses can unlock major productivity gains. Subscribe to Certum Solutions on YouTube to get notified when these new videos are released.
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Privacy & AI Disclaimer: This video demonstrates Odoo’s AI features. When using AI integrations, it’s important to follow your company’s privacy policies and data security safeguards. Any data entered into Odoo AI should comply with your internal policies and relevant regulations, including protections for personally identifiable information (PII). Odoo stores and processes data within its secure infrastructure; third-party AI integrations may have separate terms regarding data usage. Always review and adhere to these terms before using.
Next Steps
“AI doesn’t replace you; it frees you to focus on what matters.” - Leah Swain, Certum Solutions
Odoo 19’s AI and automation tools make enterprise efficiency accessible to everyone. With proper setup, training, and testing, you can save hours each week while maintaining data accuracy and control.
Book a free 30-minute consultation with Certum Solutions: https://www.certumsolutions.com/book-consultation
FAQ
How do I enable AI in Odoo 19?
Go to Configuration → AI Settings → Connect your API key (ChatGPT, Gemini, etc.) and activate the AI Agents module.
Can AI automate approvals and server actions?
Yes. You can write prompts like “Create PTO approval workflow” and Odoo will generate the process.
AI in Bookkeeping Is Odoo AI available in Odoo Community Edition?
Some features are Enterprise-only. Contact Certum Solutions for trial setup and pricing.
What new AI features are available in Odoo 19?
Odoo 19 introduces AI Agents, AI Fields in Studio, server-action automation, natural language search, and document training. These features let you interact with your data via chat, automate repetitive tasks, fill fields automatically, and use your company documents for contextual AI responses.
Learn how to set up your AI agents in our Odoo 19 AI demo guide.
Can I automate workflows without coding in Odoo 19?
Yes! Odoo 19 allows no-code workflow automation using server actions and natural language prompts. You can update records, trigger approvals, and automate repetitive tasks with minimal setup. Start with low-risk processes and expand once confident. Explore our step-by-step AI & automation setup guide.
How does AI improve CRM and sales workflows in Odoo 19?
AI can summarize leads, score opportunities, draft follow-up emails, and update stages automatically. This reduces manual work for sales teams, speeds up communication, and ensures accurate CRM data.
Can I train the AI with my company documents?
Absolutely. Odoo 19’s AI Agents can ingest PDFs, internal policies, or other documents so responses are context-aware. This ensures that AI-generated suggestions align with your specific business rules.
Is Odoo AI available in the Community Edition?
Some AI features are Enterprise-only. For Community Edition users, functionality may be limited. Contact Certum Solutions for a trial setup and upgrade recommendations. Book a free Odoo consultation today.
How do I start using AI safely in Odoo 19?
Enable AI in Configuration → AI Settings
Connect your preferred AI engine (ChatGPT, Gemini, etc.)
Start with non-critical tasks to test outputs
Monitor results, refine prompts, and maintain human oversight
Our Odoo 19 AI setup guide shows exactly how to do this step-by-step.
What are common use cases for AI in Odoo 19?
HR & PTO workflows: Auto-approve or route requests
Sales & CRM: Score leads, summarize opportunities, draft emails
Data cleanup: Auto-fill missing fields or update bulk records
Internal support: Answer team queries based on uploaded documents
See real-world examples in our demo video.
How does Odoo AI integrate with email and communication?
Odoo 19 AI can draft emails, suggest recipients, and fill rich-text fields. You can connect Gmail or Outlook to send emails directly from Odoo, improving workflow efficiency and reducing errors.
What precautions should I take with AI in Odoo?
Protect sensitive company or customer data
Limit AI access to only necessary records
Start with low-risk automation, then scale
Always review AI-generated output before execution
How do I get started with Odoo 19 AI & automation?
Review your current workflows and identify repetitive tasks
Enable AI modules and connect your API
Train AI with relevant documents
Monitor, test, and scale gradually
Need help? Book a free 30-minute Odoo consultation with Certum Solutions for a tailored setup.