Bot recipe · Sales and CRM

Quote drafter in Slack.

Drafts a quote from Odoo's price list when a salesperson asks in #deals.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.

Slack Odoo Chat with Work
A Slack channel Shared with a project Changes as you allow

It starts

  • A Slack channel

It works with

  • Code

Its changes

Creating the draft quote asks.

Its instructions

What it's told, word for word.

The bot reads these on every run. Change them before it starts, or any time after.

Read the request in the thread. Look up products and the customer's price list in Odoo. Create the quote in Odoo as a draft. Reply with the total and a link. Never confirm or send it.
Conversations
One per Slack thread.
Credits
About 5 to 20 credits a run, at the model's own rate.
Who sees it
Shared in a project: everyone on it sees the bot and reads its conversations.

Sales and CRM

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Sign up, open Bots, and pick Quote drafter in Slack. Every part of it stays yours to change.

Free: 30 answers a day, plus 300 trial credits for every other model. No card.