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<head>
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defer
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}
}
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"name": "OD8N"
}
}
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<img
src="./icons/logo-white.svg"
alt="OD8N Logo"
class="logo-icon"
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<button id="Burger-menu">
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<ul>
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<li><a href="#team">Team</a></li>
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</ul>
</nav>
</div>
<section class="hero-content">
<div class="hero-left">
<h1>Odoo & n8n Automation Experts</h1>
<p>
We charge upfront — you will get immediate access to our
best engineers.
</p>
<ul class="hero-list">
<li>
<span class="icon"
><i class="fa-solid fa-circle-check"></i></span
><span
>One-hour get-to-know session included — not
satisfied? Full refund, no questions asked</span
>
</li>
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<span class="icon"
><i class="fa-solid fa-circle-check"></i></span
><span
>Experts in Odoo and n8n — no outsourcing, no
fluff</span
>
</li>
<li>
<span class="icon"
><i class="fa-solid fa-circle-check"></i></span
><span>Hosting solutions for Odoo available</span>
</li>
<li>
<span class="icon"
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><span
>Custom development tailored to your
workflows</span
>
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</header>
<section id="workshops" class="workshops">
<h2 class="section-header">Startup Workshops</h2>
<p class="section-subtitle">
We bring your business from zero to ERP and AI in just three
months:
</p>
<ul class="workshop-highlights">
<li>
<strong>6 interactive 2-hour sessions</strong> with our
expert instructors
</li>
<li>
<strong>Hands-on topics:</strong> "First Configuration
ODOO", "Sales Module", "Build your Website with ODOO",
"CRM", "Automations with AI and N8N"
</li>
<li>
<strong>Practical system setup:</strong> Work directly on
your ERP so you see real results immediately
</li>
<li><strong>Free tools included:</strong> ODOO for one year</li>
<li>
<strong>Exclusive alumni chat group:</strong> Stay
connected, share tips, and get support
</li>
</ul>
<div class="workshop-list container">
<div class="workshop">
<div class="badge next">Next</div>
<h3>Class Q1/2026</h3>
<p><strong>Language:</strong> German</p>
<p><strong>Places available:</strong> 4</p>
<a href="/agenda/q1-2026.pdf" class="agenda-link"
>Download Agenda</a
>
<div class="workshop-action">
<span class="price"
>$790.00 <br />
per Person</span
>
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href="https://Q1-2026/790.00"
target="_blank"
class="btn-secondary"
>
Book Now
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<h3>Class Q2/2026</h3>
<p><strong>Language:</strong> English</p>
<p><strong>Places available:</strong> 5</p>
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>Download Agenda</a
>
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>
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target="_blank"
class="btn-secondary"
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<h3>Class Q3/2026</h3>
<p><strong>Language:</strong> German</p>
<p><strong>Places available:</strong> 6</p>
<a href="/agenda/q3-2026.pdf" class="agenda-link"
>Download Agenda</a
>
<div class="workshop-action">
<span class="price"
>$790.00 <br />
per Person</span
>
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target="_blank"
class="btn-secondary"
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Book Now
</a>
</div>
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<div class="workshop">
<h3>Class Q4/2026</h3>
<p><strong>Language:</strong> English</p>
<p><strong>Places available:</strong> 6</p>
<a href="/agenda/q4-2026.pdf" class="agenda-link"
>Download Agenda</a
>
<div class="workshop-action">
<span class="price"
>$790.00 <br />
per Person</span
>
<a
href="https://Q4-2026/790.00"
target="_blank"
class="btn-secondary"
>
Book Now
</a>
</div>
</div>
</div>
</section>
<!-- Product Packages -->
<section id="packages" class="packages">
<h2 class="section-header">Service Packs</h2>
<div class="package-list container">
<div class="package">
<h3>3 Hours<span class="asteric-icon">*</span></h3>
<p>Quick fixes and small automation improvements.</p>
<span class="price">$450</span>
<button
class="btn-secondary plausible-event-name=ChoosePlan"
onclick="
sendMessageToBot(
'I want to buy 3 Hours of service for $450',
)
"
>
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</button>
</div>
<div class="package featured">
<div class="badge">Most popular</div>
<h3>5 Hours<span class="asteric-icon">*</span></h3>
<p>
Ideal for mid-level integrations and custom workflows.
</p>
<span class="price">$675</span>
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class="btn-secondary btn-featured"
onclick="
sendMessageToBot(
'I want to buy 5 hours of service for $675',
)
"
>
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</div>
<div class="package">
<h3>10 Hours<span class="asteric-icon">*</span></h3>
<p>Perfect for large projects and advanced automation.</p>
<span class="price">$1.200</span>
<button
class="btn-secondary plausible-event-name=ChoosePlan"
onclick="
sendMessageToBot(
'I want to buy 10 hours of service for $1.200',
)
"
>
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</div>
<div class="package">
<h3>
N8N Installation and Maintainance<span
class="asteric-icon"
>*</span
>
</h3>
<p>
We install N8N on your Container and maintain it for one
year.
</p>
<span class="price">$75/Year</span>
<button
class="btn-secondary plausible-event-name=ChoosePlan"
onclick="
sendMessageToBot(
'I want you to install N8N on my container and maintain it.',
)
"
>
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</div>
</div>
<p class="free-offer">
<span class="asteric-icon">*</span> All hour packs include
<strong>1 Free Consulting Hour for first clients</strong> — with
a 100% refund if youre not satisfied!
</p>
</section>
<!-- Image Slider -->
<section id="team" class="slider-section">
<h2 class="section-header">Meet Our Team</h2>
<div class="slide container">
<div class="slide-content">
<div class="slide-image">
<img
src="oliver.webp"
alt="Oliver Arnold, Odoo & System Design Expert at OD8N"
/>
</div>
<div class="slide-text">
<h2>Oliver Arnold</h2>
<h4>Expert in Odoo & System Design</h4>
<p>
I am an expert in Odoo and system design with years
of experience in consulting.
</p>
<ul>
<li>Odoo functional consulting & development</li>
<li>N8N workflow design & custom nodes</li>
<li>System integration & architecture design</li>
</ul>
</div>
</div>
</div>
<div class="slide container">
<div class="slide-content">
<div class="slide-image">
<img
src="mark.webp"
alt="Mark Gutmann, AI and Process Consulting Expert at OD8N"
/>
</div>
<div class="slide-text">
<h2>Mark Gutmann</h2>
<h4>Expert in AI and Process Consulting</h4>
<p>
I am an expert in Odoo and system design with years
of experience in consulting.
</p>
<ul>
<li>Odoo functional consulting & development</li>
<li>N8N workflow design & custom nodes</li>
<li>System integration & architecture design</li>
</ul>
</div>
</div>
</div>
</section>
<section class="accordion-section">
<h2 class="section-header">Latest Blog Posts</h2>
<div class="blog-list container">
<div class="blog-teaser blog-badge-green">
<div class="blog-badge-green-tag">Company</div>
<h3 class="blog-title">
Why Forward-Thinking Investors Make OD8N a Strategic
Requirement
</h3>
<small class="blog-date">2025-10-06</small>
<div class="blog-snippet">
In today's fast-paced business landscape,
forward-thinking investors recognize the critical role
of automation and ERP systems in driving growth and
managing risk. Integrating these technologies enables
businesses to streamline operations, enhance investor
relations, and effectively manage assets—all crucial for
sustainable success.
</div>
<div class="blog-full-content" style="display: none">
<p>
In today's fast-paced business landscape,
forward-thinking investors recognize the critical
role of automation and ERP systems in driving growth
and managing risk. Integrating these technologies
enables businesses to streamline operations, enhance
investor relations, and effectively manage
assets—all crucial for sustainable success.
</p>
<p>
Our solution leverages <strong>ODOO</strong> as a
robust business platform, combined with
<strong>N8N</strong> for cutting-edge automation and
AI integration. This powerful combination ensures
seamless integration of online sales and marketing
strategies, reducing manual tasks and minimizing
errors.
</p>
<p>
By adopting OD8N, businesses can confidently scale
operations while maintaining comprehensive oversight
of risk factors and investor communications. The
platform's flexible architecture supports
customization, allowing companies to align
technology with their unique workflows.
</p>
<p>
Stay ahead of the curve with a system designed to
optimize processes and empower decision-making.
Embrace the future of business management with OD8N
and secure your competitive advantage. ✨🤖
</p>
<p>
Get your 4 week free ODOO trial at
<a href="https://OD8N.com">https://OD8N.com</a>
</p>
<img
src="https://OD8N.com/images/odoo_integration.webp"
class="image"
width="560"
/>
</div>
<button
class="read-more-btn plausible-event-name=ReadPost"
onclick="toggleContent(this)"
>
Read More
<span class="read-more-btn-icon"
><i class="fa-solid fa-angle-right"></i
></span>
</button>
</div>
<div class="blog-teaser blog-badge-gray">
<div class="blog-badge-gray-tag">Showcase</div>
<h3 class="blog-title">
Human in the Loop — The Killer Feature rocking N8N Data
Tables
</h3>
<small class="blog-date">2025-10-28</small>
<div class="blog-snippet">
By integrating this capability within your ODOO ERP
platform, you gain flexible automation without
sacrificing oversight. This approach helps you manage
risks, improve investor confidence, and strengthen your
asset management — all while supporting reliable online
sales and marketing integration.
</div>
<div class="blog-full-content" style="display: none">
<p
data-oe-version="2.0"
data-last-history-steps="2507804436573830"
>
Staying in control of your business data is crucial,
especially as your company grows and processes
become more complex. With N8N Data Tables, the
game-changing "Human in the Loop" feature empowers
your team to step into automated workflows, make
decisions, and supervise crucial steps whenever
needed. 🌐
</p>
<p>
By integrating this capability within your ODOO ERP
platform, you gain flexible automation without
sacrificing oversight. This approach helps you
manage risks, improve investor confidence, and
strengthen your asset management — all while
supporting reliable online sales and marketing
integration.
</p>
<p>
The real value? Automation works for you but never
against you. Your business gains efficiency and
adaptability while staying in the driver"s seat,
combining smart automation with essential human
checks. This means fewer mistakes, reduced risks,
and smoother scaling for your business. ⚡
</p>
<p>
Are you interested in learning ODOO and N8N
automations like this? Check out our workshops
at&nbsp;<a
href="https://www.odoo4projects.com/workshops"
>https://www.odoo4projects.com/workshops</a
>
</p>
<img
src="https://od8n.com/images/humanintheloop.png"
class="image"
width="560"
/>
</div>
<button
class="read-more-btn plausible-event-name=ReadPost"
onclick="toggleContent(this)"
>
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<span class="read-more-btn-icon"
><i class="fa-solid fa-angle-right"></i
></span>
</button>
</div>
<div class="blog-teaser blog-badge-red">
<div class="blog-badge-red-tag">Tutorial</div>
<h3 class="blog-title">
From Chat to Checkout: Building a Dynamic Chat Widget
with PayPal and n8n
</h3>
<small class="blog-date">2025-07-30</small>
<div class="blog-snippet">
In this tutorial, well walk through the key steps we
used to build a dynamic chat widget using n8n, an AI
agent, and a smart process flow that finishes in PayPal.
We wont cover the basics of implementing an AI chat
agent — well assume youve got that part covered.
</div>
<div class="blog-full-content" style="display: none">
<p
data-oe-version="2.0"
data-last-history-steps="927496346835144"
>
So you've wired up a chat with your AI agent and it
responds nicely — but what if your chat could guide
users through an entire procurement flow and end
with a PayPal payment button, ready to go? 💸
</p>
<p>
In this tutorial, well walk through the key steps
we used to build a dynamic chat widget using n8n, an
AI agent, and a smart process flow that finishes in
PayPal. We wont cover the basics of implementing an
AI chat agent — well assume youve got that part
covered.
</p>
<p>💡 The Real Magic: State-Aware Chat Responses</p>
<p>
The key innovation here lies in how we return the
agents response to the frontend. Instead of sending
back a simple string, we return a rich object that
contains not just the output text, but also a
dynamic state object that tracks context and next
steps.
</p>
<p>
Heres what our return looks like from the backend:
</p>
<p>return {</p>
<p>json: {</p>
<p>output: output_,</p>
<p>state: state_</p>
<p>}</p>
<p>};</p>
<p>
This small design decision opens up a world of
flexibility. The frontend can now dynamically react
to the current state of the conversation — whether
its collecting user details, offering product
options, or finalizing a purchase.
</p>
<p>🛒 Embedding the Product ID in State</p>
<p>
Once the conversation has gathered enough
information from the user (product type, quantity,
shipping address, etc.), we instruct the AI agent to
embed the product ID directly into the state object.
</p>
<p>
This ID is then parsed by the frontend to
dynamically display the appropriate PayPal payment
button, configured for the selected product and
amount.
</p>
<p>
Its a smooth handoff: the chat does the heavy
lifting, and the UI reacts based on structured,
predictable metadata.
</p>
<p>🔧 Under the Hood: What We Used</p>
<ul>
<li>
<p>
n8n for workflow logic and webhook handling
</p>
</li>
<li>
<p>
Custom HTML + JS widget to handle frontend
interaction
</p>
</li>
<li>
<p>
OpenAI Agent with system prompts to guide
the process
</p>
</li>
<li>
<p>
PayPal API for seamless payment integration
</p>
</li>
</ul>
<p>✨ Bonus: A Process Wizard</p>
<p>
We also built a simple process wizard UI that
activates when certain states are reached. This
provides users with an optional visual flow, letting
them see how far along they are in the checkout
process — especially useful when the chat is
collecting structured information.
</p>
<p>📚 Want to Try This Yourself?</p>
<p>
Head over to our homepage to read more blog posts
like this and explore our implementation in detail.
</p>
<p>
Or, if you'd like to help us out with a little SEO
love, just Google "N8N ODOO API" and click on our
homepage: OD8N. As a reward, weve got an in-depth
breakdown of the full implementation waiting for
you! 🎉
</p>
</div>
<button
class="read-more-btn plausible-event-name=ReadPost"
onclick="toggleContent(this)"
>
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<span class="read-more-btn-icon"
><i class="fa-solid fa-angle-right"></i
></span>
</button>
</div>
<div class="blog-teaser blog-badge-gray">
<div class="blog-badge-gray-tag">Showcase</div>
<h3 class="blog-title">
Let Louise Help Your Employees Save Precious Time
</h3>
<small class="blog-date">2025-10-02</small>
<div class="blog-snippet"></div>
<div class="blog-full-content" style="display: none">
<p
data-oe-version="2.0"
data-last-history-steps="2815090611177239"
>
Do your Sales Reps love CRM data work? Probably not
as Surveys have shown in the past. Most feel its
dull, time consuming and distracting. And adding
data to a CRM alone does not sell anything. So let
the Sales People go to where the music is and have
the data stuff done by an AI bot.
</p>
<p>
Enter the Louise, the Lead Processing Bot. This
little helper...
</p>
<p>… is easy to implement</p>
<p>
… checks your e-mail inbox and reads any new message
and summarizes them
</p>
<p>
… extracts name and surname, company name, position,
email address, phone numbers and more from the
signature.
</p>
<p>
Louise then goes to the CRM and checks if the name
is already there. If its not…
</p>
<p>
… it will create a new contact, insert the contact
data in the according fields of your CRM
</p>
<p>
… add the summary to the comments field and attach a
copy of the original e-mail
</p>
<p>
…and flag it as a new lead while sending a reminder
to your sales team
</p>
<p>
Of course, to avoid creating duplicates the bot will
check the CRM if the name already exists. In that
case it just sends a reminder to the Account Manager
that there is a new request by an existing contact.
</p>
<p>
But thats not all. Louise is also a great
researcher. With the company name and the city,
Louise will go deep into the internet for a thorough
research on the company, its products and financial
data, the names of decision makers, the vertical
market, the competitors, and actual discussion
points.
</p>
<p>
Louise will then generate a 2-page report and attach
it to your CRM so that your Sales Reps are best
prepared for the first contact. And with a little
trick, Louise may also provide a White Space
Analysis of Software and Systems at the target site
and if you ask her nicely a SWOT analysis. But
thats another story for another time…
</p>
<p>
Summary: This Lead Processing Bot (Louise) not only
saves hours of data work and research per week for
your sales people, it will also make them more happy
since they dont have to do this work manually
anymore.
</p>
<p>
P.S. We have just added another task for Louise: She
now does CRM quality checks and proactively engages
with the sales people based on your CRM data. We
will have another blog entry when we dive deeper
into Odoo analytics
</p>
<img
src="https://od8n.com/images/coach.jpg"
class="image"
width="560"
/>
</div>
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class="read-more-btn plausible-event-name=ReadPost"
onclick="toggleContent(this)"
>
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<div class="blog-teaser blog-badge-green">
<div class="blog-badge-green-tag">Company</div>
<h3 class="blog-title">ODOO & N8N: Our Strategy</h3>
<small class="blog-date">2025-07-31</small>
<div class="blog-snippet">
Weve seen countless ERP systems come and go. But ODOO
stands tall—a battle-hardened suite refined over years
of real-world application. From Accounting to CRM,
Invoicing, Production, and Logistics, ODOO delivers
reliable, scalable modules that form the digital spine
of any serious company.
</div>
<div class="blog-full-content" style="display: none">
<p
data-oe-version="2.0"
data-last-history-steps="1358188968764298"
>
At the heart of every modern enterprise lies the
need to balance two forces: stability and agility.
Our approach harnesses the best of both
worlds—leveraging the proven foundation of ODOO
while embracing the innovation engine of N8N.
</p>
<p>
Weve seen countless ERP systems come and go. But
ODOO stands tall—a battle-hardened suite refined
over years of real-world application. From
Accounting to CRM, Invoicing, Production, and
Logistics, ODOO delivers reliable, scalable modules
that form the digital spine of any serious company.
</p>
<p>
Still awesome after all these years: ODOO continues
to evolve while staying true to its mission—powering
real businesses with real needs.
</p>
<p>N8N: The Agile Integrator for the AI Era</p>
<p>
But the world is changing. Fast. AI tools are
evolving weekly. APIs are everywhere. Customers
demand speed and personalization like never before.
</p>
<p>
Enter N8N—our weapon of choice for agile automation,
AI integration, and rapid deployment. Whether it's
triggering actions from an AI model, syncing tools
across platforms, or automating multi-step
workflows, N8N gives us the power to move as fast as
your market does.
</p>
<p>
While ODOO keeps your core business running like a
well-oiled machine, N8N lets us bolt on new
AI-driven capabilities almost instantly—without
waiting for the next ERP update cycle.
</p>
<p>Together: The Future of Digital Operations</p>
<p>
By combining ODOO and N8N, we create a powerful
synergy. One gives you reliable structure. The
other, unmatched flexibility. This strategy enables
us to build systems that are not only stable—but
also smart, adaptive, and future-ready.
</p>
<p>
💡 Smart Strategy = ODOO as the backbone + N8N as
the nervous system.
</p>
<p>
Ready to take your business operations to the next
level?
</p>
<p>
Lets talk ODOO. Lets talk N8N. Lets build your
future—today. 🚀
</p>
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<div class="blog-badge-green-tag">Company</div>
<h3 class="blog-title">
Exciting News: Our ODOO4projects Hosting is Now Upgraded
to Odoo V19!
</h3>
<small class="blog-date">2025-10-01</small>
<div class="blog-snippet">
This upgrade is more than just a version bump — its a
complete step forward in usability, flexibility, and
reliability.
</div>
<div class="blog-full-content" style="display: none">
<p
data-oe-version="2.0"
data-last-history-steps="207003947850462"
>
Were thrilled to announce that our Odoo Hosting
service has officially been upgraded to
<strong>Odoo V19</strong> — bringing you more power,
smoother management, and smarter tools to
supercharge your business operations.
</p>
<p>
This upgrade is more than just a version bump — its
a complete step forward in usability, flexibility,
and reliability.
</p>
<h2>Whats New in Our Odoo V19 Hosting?</h2>
<h3>
1. A Cleaner, Smarter
<strong>Management Backend</strong>
</h3>
<p>
Managing your Odoo hosting has never been this
effortless.
</p>
<ul>
<li>
<p>
<strong>Streamlined UI</strong>: Navigate
your hosting dashboard with a cleaner, more
intuitive interface.
</p>
</li>
<li>
<p>
<strong>Domain Management Made Easy</strong
>: Add and manage domains in just a few
clicks.
</p>
</li>
<li>
<p>
<strong>Flexible Backups</strong>:
Effortlessly handle your backup slots and
keep your data safe.
</p>
</li>
<li>
<p>
<strong>Multi-Keys for GIT SSH</strong>:
Collaborate with your team by securely
managing multiple SSH keys for Git access.
</p>
</li>
</ul>
<h3>
2. <strong>Integrated Support Chatbot</strong> 🤖
</h3>
<p>
Need help on the fly? Our brand-new support chatbot
is available right inside your dashboard.
</p>
<ul>
<li>
<p>Get instant answers to common questions.</p>
</li>
<li><p>Quick troubleshooting tips.</p></li>
<li>
<p>
Seamless escalation to our human support
team if needed.
</p>
</li>
</ul>
<p>
Your productivity doesnt have to pause for support
anymore.
</p>
<h3>
3. <strong>Incremental Service Upgrades</strong>
Scale on Your Terms
</h3>
<p>
No more rigid hosting packages! Now, you can add
exactly what you need, when you need it:
</p>
<ul>
<li>
<p>
Add
<strong>one more domain</strong> anytime.
</p>
</li>
<li>
<p>
Increase your
<strong>backup slots</strong> (e.g., +5
backups).
</p>
</li>
<li>
<p>
Enable <strong>Git access</strong> for your
developers without upgrading your whole
plan.
</p>
</li>
</ul>
<p>
This means your hosting grows flexibly with your
business, without unnecessary overhead.
</p>
<h2>💡 Why This Matters for You</h2>
<p>With Odoo V19 on our upgraded hosting:</p>
<ul>
<li>
<p>Youll save time managing your setup.</p>
</li>
<li>
<p>
Youll enjoy more flexibility and control.
</p>
</li>
<li><p>Youll get faster, smarter support.</p></li>
</ul>
<p>
Weve designed these updates with
<strong>your workflow in mind</strong> — so you can
focus on running your business, while we handle the
heavy lifting behind the scenes.
</p>
<h2>🎉 Ready to Experience the Upgrade?</h2>
<p>
Log in to your hosting dashboard today and discover
the new
<strong>Odoo V19 Hosting experience</strong>.
</p>
<p>Not hosting with us yet? 👉 [Get Started Now]</p>
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<h3 class="blog-title">
Startup Workshop: From zero to ERP in 12 Weeks
</h3>
<small class="blog-date">2025-10-02</small>
<div class="blog-snippet">
Scaling a modern business requires the right technology
foundations. Without seamless integration of operations,
risk management, investor oversight, and digital sales,
growth can stall or become chaotic. That"s where ERP and
automation step in as your business allies.<span
style="margin-left: 0.3em"
>🤖</span
>
</div>
<div class="blog-full-content" style="display: none">
<p>
Scaling a modern business requires the right
technology foundations. Without seamless integration
of operations, risk management, investor oversight,
and digital sales, growth can stall or become
chaotic. That"s where ERP and automation step in as
your business allies.<span
style="margin-left: 0.3em"
>🤖</span
>
</p>
<p>
With our comprehensive 12-week startup workshop,
your team will master ODOO"s robust business
management platform, ensuring smooth handling of
assets, investor relations, and compliance.
Automation powered by N8N and our AI integrations
will eliminate repetitive tasks, freeing you to
focus on what matters most—innovating and serving
clients.
</p>
<p>
Imagine integrating your webshop, marketing
channels, payment gateways, and asset management
under one system—no more silos or scattered data.
This not only boosts efficiency but preps your
organization for sustainable, fast growth.
</p>
<p>
Ready to leap from spreadsheets to streamlined
operations? Join our three-week startup workshop and
discover how ODOO plus automation will transform
your business journey.<span
style="margin-left: 0.3em"
>🗝️</span
>
</p>
<p>
<a href="https://OD8N.com"
>Get informed and schedule about our three weeks
startup workshop https://OD8N.com</a
>
</p>
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<div class="blog-teaser blog-badge-gray">
<div class="blog-badge-gray-tag">Showcase</div>
<h3 class="blog-title">
Agentic AI in Open Source ERP: Increasing Efficiency for
SMEs with AI-Powered Solutions
</h3>
<small class="blog-date">2025-10-09</small>
<div class="blog-snippet"></div>
<div class="blog-full-content" style="display: none">
<div
data-oe-version="2.0"
data-last-history-steps="1562549741211730"
>
Agentic AI in Open Source ERP: Increasing Efficiency
for SMEs with AI-Powered Solutions
</div>
<div><br /></div>
<div>Author: Mark Gutmann</div>
<div><br /></div>
<div>
In an increasingly digitalized business world, small
and medium-sized enterprises (SMEs) face the
challenge of keeping up with technological
advancements—without losing sight of cost efficiency
and user-friendliness.
</div>
<div><br /></div>
<div>
The integration of agentic AI into a companys ERP
(Enterprise Resource Planning) system opens up
entirely new possibilities, both for internal
processes and customer interactions. Beyond boosting
efficiency, process innovations here can give rise
to entirely new business models.
</div>
<div><br /></div>
<div>
Compared to traditional ERP solutions, the use of AI
not only increases efficiency but also improves user
experience. Especially for SMEs, which often operate
with limited resources, agentic AI offers an
opportunity to automate repetitive tasks and give
employees more time for strategic activities.
</div>
<div><br /></div>
<div>Agentic AI: Whats Behind the Concept?</div>
<div>
Agentic AI describes AI systems that are capable of
independently executing tasks, making decisions, and
optimizing processes—in real time. In the context of
ERP, this means the AI doesnt just process data but
actively contributes to value creation.
</div>
<div><br /></div>
<div>
Instead of relying on a single, universal AI,
specialized agents can be deployed for different
tasks. For example, one AI agent can automatically
process invoices, while another manages customer
inquiries in the CRM or optimizes inventory levels.
These agents communicate with the ERP system via
seamless API integration, analyze data in real time,
and make intelligent decisions, making business
processes more efficient and less error-prone.
</div>
<div>
The specialization of these AI agents can be
achieved in two ways: either through
Retrieval-Augmented Generation (RAG), where the AI
is specifically provided with relevant documents and
information, or by training custom models using
fine-tuning. While RAG systems enable quick
adaptation by incorporating external knowledge
sources into their responses, fine-tuning allows for
deeper integration by tailoring the model
specifically to the business processes of the
company. These methods ensure that AI agents make
precise, context-aware decisions that are optimally
tailored to the individual requirements of a
business.
</div>
<div><br /></div>
<div>
Example 1: Agentic AI for Training and Supporting
Internal Users
</div>
<div><br /></div>
<div>
Implementing a new ERP system presents many
companies with the challenge of quickly and
efficiently familiarizing their employees with the
new platform. This is where agentic AI solutions
come into play, significantly simplifying not only
onboarding but also ongoing user support. Instead of
spending days reading operating manuals or
participating in extensive training sessions,
internal users can access interactive, AI-driven
training modules.
</div>
<div><br /></div>
<div>
The AI agents act as personal digital assistants,
providing users with step-by-step guidance in real
time. They can answer questions about specific
features, explain processes, or even guide users
through complex workflows—directly within the ERP
system. If a user, for example, doesnt know how to
create a new invoice or generate certain reports,
the agent can provide immediate assistance without
the need for additional research.
</div>
<div><br /></div>
<div>
Furthermore, AI agents enable personalized learning
paths tailored to the individual needs and knowledge
levels of users. Through integration with
communication systems such as email or chat, they
can also proactively provide tips—for example, about
new features or best practices. This significantly
reduces onboarding time and ensures users can
leverage the full potential of the ERP system.
</div>
<div><br /></div>
<div>
Example 2: Agentic AI in the CRM Module Automating
Administrative Sales Tasks
</div>
<div><br /></div>
<div>
A common problem in sales is the lack of maintenance
of the CRM (Customer Relationship Management)
system, as sales staff are often too busy to enter
new customer data or update existing information.
Agentic AI solutions can provide targeted relief by
largely automating administrative activities.
</div>
<div><br /></div>
<div>
For instance, AI agents can automatically extract
relevant customer data from emails, meetings, or
phone calls and enter it directly into the CRM
system. Through smart interfaces, such as
integration with the email server, incoming messages
can be analyzed and key information—like contact
data, appointments, or inquiry requests—can be
independently captured.
</div>
<div><br /></div>
<div>
Additionally, AI agents can actively support sales
staff by sending reminders for outstanding entries
or automatically generating follow-up suggestions.
This automation not only improves CRM data quality
but also frees up valuable time for sales staff,
allowing them to focus more on building customer
relationships and the sales process.
</div>
<div><br /></div>
<div>Example 3: AI-Powered HR Management Assistant</div>
<div>
The AI assistant makes it easier for HR departments
to manage applications, onboard new employees, and
foster talent development. For example, the AI can
analyze application documents and automatically
suggest suitable candidates for open positions by
matching key skills, experience, and job
requirements. For onboarding, the AI creates
customized training plans based on the new
employees individual needs. AI-driven
recommendations can also be made for personal career
development or training. This saves time and
increases efficiency across all HR processes.
</div>
<div><br /></div>
<div>
Example 4: AI for Financial Analysis and Forecasting
</div>
<div>
This tool uses machine learning to analyze
historical financial data and generate precise
forecasts for the company, such as revenue trends,
cost structures, or liquidity planning. The AI can
detect anomalies in the data—such as unusual
expenses or payment flows—and automatically notify
the relevant staff. Additionally, the system
proposes optimization measures, such as reallocating
budgets or adjusting spending plans. This
application supports decision-makers in making
informed choices and securing the companys
financial stability.
</div>
<div><br /></div>
<div>
Example 5: Transcription App for Customer Service
</div>
<div>
The transcription app uses AI to transcribe incoming
customer service phone calls in real time. During
the conversation, the AI automatically analyzes the
content and structures it into relevant
sections—such as customer concerns, solution
approaches, or open issues. After the call, the
transcription is seamlessly integrated into the CRM
system and added to the customers contact history.
The AI can also provide a summary of the
conversation for quick access by employees, making
conversation contents immediately available to other
departments, such as sales or support. Additionally,
the app can recognize and tag important keywords
(e.g., “complaint”, “discount”, “technical issue”),
enabling quick follow-up. This reduces
administrative workload for employees and increases
transparency and traceability of customer
interactions across the entire company.
</div>
<div><br /></div>
<div><br /></div>
<div><br /></div>
<div><br /></div>
<div><br /></div>
<div>
A Hierarchical AI Chatbot System with Generalist and
Vertical AI Agents
</div>
<div>
Due to the variety of applications (and thus users
and their requirements), the idea of a hierarchical
AI chatbot system was developed—consisting of a
generalist “first-level bot” and specialized
“vertical AI agents.” This combines the advantages
of broad, generalist capabilities with deep
expertise and modular specialization. This structure
provides a tailored and efficient user experience
for different target groups, such as customers,
internal users, or prospects.
</div>
<div><br /></div>
<div>
Advantages and Operation of the Multi-Level AI
Approach
</div>
<div>
&nbsp; &nbsp; • Generalist First-Level Bot:&nbsp;The
top-level AI chatbot serves as a universal entry
point for users and answers general questions like
“Which modules does the ERP system offer?” or “How
can I contact support?”. It seamlessly forwards
specific inquiries to the relevant vertical AI
agents. Its key feature is the ability to identify
the appropriate bots based on the question and the
available specialized agents.
</div>
<div>
&nbsp; &nbsp; • Vertical AI Agents with Deep
Expertise:&nbsp;These agents specialize in
individual ERP modules (e.g., CRM, marketing,
logistics) and possess in-depth process knowledge,
which they combine with the specific terminology and
jargon of their respective domains. This enables
them to provide precise answers, explain complex
workflows, or solve problems. They also access data
from adjacent modules to understand and support
cross-functional processes (e.g., integration
between logistics and customer service).
</div>
<div>
&nbsp; &nbsp; • Seamless Handoffs:&nbsp;A central
advantage of this architecture is the seamless
handoff between the generalist bot and the vertical
bots. The first-level bot identifies the relevant
module and routes the inquiry directly to the
appropriate vertical agent, passing along all
previous communication content. This allows the
vertical agent to enter the context without the user
having to repeat their request, preventing
unnecessary duplication and ensuring a smooth user
experience.
</div>
<div><br /></div>
<div><br /></div>
<div>Data Protection and Effort</div>
<div>
&nbsp; &nbsp; • License-free open source
LLMs&nbsp;can be used and hosted locally or in a
preferred data center in compliance with GDPR.
</div>
<div>
&nbsp; &nbsp; • New AI-optimized
hardware&nbsp;already enables powerful interactions
with AI agents at lower financial cost.
</div>
<div>Integration and Data Flow</div>
<div>
&nbsp; &nbsp; • Vertical AI agents&nbsp;require
access to relevant data and processes of their ERP
modules.
</div>
<div>
&nbsp; &nbsp; • A central database or API
interface&nbsp;ensures data exchange between bots
and ERP modules.
</div>
<div>Context Awareness and Handover</div>
<div>
&nbsp; &nbsp; • The first-level bot&nbsp;must
accurately analyze user requests in order to forward
them correctly.
</div>
<div>
&nbsp; &nbsp; • A robust NLP system/LLM&nbsp;is
required to understand context and intention.
</div>
<div>
&nbsp; &nbsp; • A central communication
memory&nbsp;enables vertical bots to build upon
previous communication.
</div>
<div>Modularity and Scalability</div>
<div>
&nbsp; &nbsp; • The architecture must be
modular&nbsp;so that new vertical AI agents can be
easily added.
</div>
<div>
&nbsp; &nbsp; • The first-level bot&nbsp;should be
regularly updated to be aware of available agents
and their competencies.
</div>
<div>Domain-Specific Training</div>
<div>
&nbsp; &nbsp; • Vertical AI agents require
training&nbsp;on domain-specific data to understand
technical language and processes.
</div>
<div>
&nbsp; &nbsp; • Regular updates&nbsp;are necessary
to reflect version changes and new features of the
ERP platform.
</div>
<div>User-Friendliness and Feedback</div>
<div>
&nbsp; &nbsp; • An intuitive user interface&nbsp;and
the integration of user feedback improve the answer
quality and relevance of the bots.<br /><br />
<font
><i
>Mark Gutmann is a freelance AI manager
(IHK), application consultant, and author.
</i></font
>
</div>
<p>
<font
><i>
After studying business administration and
linguistics, he spent 25 years in sales and
consulting for leading CX software companies
in the field of intelligent process
automation.</i
></font
>
</p>
<p>
<font><i> Contact:&nbsp;</i> </font>
</p>
<div>
<font> </font
><u
><a
href="https://www.linkedin.com/in/markgutmann/"
><font
>https://www.linkedin.com/in/markgutmann/</font
></a
></u
><font> </font>
</div>
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<div><br /></div>
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<div class="blog-badge-green-tag">Company</div>
<h3 class="blog-title">
⚡ Simplify, Automate, Grow Take Your Startup from 0
to Hero in 3 Months!
</h3>
<small class="blog-date">2025-10-01</small>
<div class="blog-snippet">
💡
<strong
>Startup Workshops 3 Months to Business
Automation:</strong
>
</div>
<div class="blog-full-content" style="display: none">
<p
data-oe-version="2.0"
data-last-history-steps="667107986136997"
>
Startups, imagine having your business running on a
<strong>stable ERP system</strong> and
<strong>automated workflows</strong>, without months
of trial and error. Thats exactly what we help you
achieve at <strong>OD8N.com</strong>.
</p>
<p>
💡
<strong
>Startup Workshops 3 Months to Business
Automation:</strong
>
</p>
<ul>
<li>
<p>
<strong
>6 interactive 2-hour sessions</strong
>
with our experts
</p>
</li>
<li>
<p>
<strong>Hands-on learning:</strong> Set up
your business systems, manage sales, build
your website, and automate repetitive tasks
</p>
</li>
<li>
<p>
<strong>Practical results:</strong> Work
directly on your business platform and see
results immediately
</p>
</li>
<li>
<p>
<strong>Free tools included:</strong> One
year of ODOO/p>
</p>
</li>
<li>
<p>
<strong>Alumni network:</strong> Stay
connected, share tips, and get support
</p>
</li>
</ul>
<p>
Every two weeks, we guide you step by step—so by the
end of the program, your startup is
<strong
>organized, automated, and ready to
scale</strong
>.
</p>
<p>
🎯 No tech expertise needed—just bring your business
idea, and well handle the rest.
</p>
<p>
📅 Spots are limited! Join other founders turning
chaos into clarity:
<a href="https://OD8N.com">OD8N.com</a>
</p>
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</section>
<!-- Success Stories Accordion -->
<section id="story" class="accordion-section success-stories">
<h2 class="section-header">Success Stories in Automation</h2>
<div class="accordion container">
<div class="accordion-item">
<button class="accordion-title">
From Manual Tracking to Automated Precision: A
Retailer's Story
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></span>
</button>
<div class="accordion-content">
<section class="panel-bar-content">
<h2 class="panel-bar-content-title">
The Challenge: No API, No Problem.
</h2>
<p class="panel-bar-content-text">
A growing retail client was struggling with a
major operational bottleneck: their shipping
provider offered no API for tracking. This meant
hours of manual data entry, a high risk of
errors, and no real-time visibility into their
800+ daily shipments.
</p>
<p class="panel-bar-content-text">
We engineered a robust solution using n8n and
Puppeteer to create a custom web scraper. This
automated system intelligently mimics human
interaction to extract shipment statuses twice
daily, ensuring near real-time accuracy.
</p>
<p class="panel-bar-content-text">
<strong>The Result:</strong> Complete
automation, zero manual entry, and a system that
provides flawless, up-to-the-minute tracking
data. All running seamlessly on our n8n
community instance.
</p>
<div style="margin-top: 2em">
<a href="#packages" class="btn-text"
>Automate Your Repetitive Tasks
<span class="btn-text-icon"
><i
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</div>
</section>
</div>
</div>
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Scaling on Demand: Automated Odoo Instance Management
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<div class="accordion-content">
<section class="panel-bar-content">
<h2 class="panel-bar-content-title">
The Challenge: Global Scale, Local Management
</h2>
<p class="panel-bar-content-text">
ODOO4projects needed to instantly deploy new
Odoo instances for clients worldwide, a process
that was manual, time-consuming, and prone to
configuration errors. They required a system
that could scale globally and provide
centralized oversight.
</p>
<p class="panel-bar-content-text">
We built a smart agent powered by an n8n
workflow that completely automates the
provisioning of Odoo instances. The system also
generates a weekly server status report,
providing a clear, consolidated view of their
entire infrastructure.
</p>
<p class="panel-bar-content-text">
<strong>The Result:</strong> A fully automated,
scalable, and reliable system for Odoo instance
management, all running on our cost-effective
n8n community instance.
</p>
<div style="margin-top: 2em">
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>Scale Your Operations with Automation
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From Simple Chatbot to Intelligent Odoo-Powered Agent
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<section class="panel-bar-content">
<h2 class="panel-bar-content-title">
The Challenge: Unlocking the Power of
Conversational AI
</h2>
<p class="panel-bar-content-text">
A client wanted to move beyond a basic FAQ
chatbot. They needed an intelligent agent that
could handle complex internal tasks, provide
instant knowledge base access, and integrate
seamlessly with their Odoo chatter.
</p>
<p class="panel-bar-content-text">
Leveraging powerful OCA modules and an
n8n-powered backend, we built a sophisticated AI
agent. This solution connects to LLMs, agents,
and RAG pipelines, transforming their Odoo
chatter into a powerful, intelligent hub for
communication and task management.
</p>
<p class="panel-bar-content-text">
<strong>The Result:</strong> A truly intelligent
conversational AI that streamlines employee
onboarding, provides instant knowledge access,
and can be embedded on any website.
</p>
<div style="margin-top: 2em">
<a href="#packages" class="btn-text"
>Integrate AI into Your Workflows
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</section>
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The Future of Sales: A Checkout Process Inside a Chatbox
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<section class="panel-bar-content">
<h2 class="panel-bar-content-title">
The Challenge: Reinventing the Sales Funnel
</h2>
<p class="panel-bar-content-text">
We asked ourselves: could we transform a simple
conversation into a complete sales transaction?
The goal was to create a frictionless
procurement workflow that eliminates the need
for emails, forms, and spreadsheets.
</p>
<p class="panel-bar-content-text">
Using only n8n and PayPal, we built a
revolutionary checkout process that lives
entirely within a chatbox. This allows for a
seamless, conversational sales experience, from
initial inquiry to final purchase.
</p>
<p class="panel-bar-content-text">
<strong>The Result:</strong> A groundbreaking,
conversational commerce solution that redefines
the client interaction and digital selling.
Ready to see it in action?
</p>
<div style="margin-top: 2em">
<a href="#packages" class="btn-text"
>Experience the Future of Sales
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