Are you interested in how you can simplify repetitive tasks in your company using Odoo? This article is just for you.
I'll show you concrete examples of automation in Odoo that will speed up your daily work and let you focus on more important things – because that's what automation is all about, isn't it? Using your time better.
1. Automatically generating invoices after order fulfillment
No need to track when orders ship - Odoo can issue the invoice automatically once the sales order is fulfilled.
2. Creating purchase orders when stock falls below a threshold
If stock of a given product drops below a certain level, Odoo can automatically create a draft purchase order. You can configure it to order immediately or prepare the draft and wait for your approval.
3. Sending payment reminders for unpaid invoices
Late payments are unfortunately common. Odoo will handle this awkward process for you by automatically sending reminder emails after a set period of overdue payment.
As we’re talking about invoices - many European countries are introducing mandatory e-invoicing over the next few years. It’s another good reason to organize and automate your invoicing process now. Read more about the new invoicing requirement in Poland (KSeF) (one of the first countries to implement such a system).
4. Printing courier labels automatically
Odoo can automatically generate and print shipping labels – all you need is to connect the system to a printer and properly configure the carrier integration.
5. Creating leads from contact forms
Perfect for automation, no more manual entries. Each form submission automatically creates a new lead in CRM.
6. Email notifications to customers about order status
Just like courier companies do, Odoo can send automatic updates such as “Your order is in the final production stage” or “Your order will be shipped tomorrow.”
7. Auto-approval of leave requests when they meet simple conditions
If your company has simple leave policies (e.g. submitted 7 days in advance, no scheduling conflicts), Odoo can approve requests automatically, without manager involvement.
8. Automatically updating order status upon payment
When a customer pays online or via another system, Odoo can immediately update the order status. This is a prime exemple of the benefit of an integrated system.
9. Sending reports automatically
No need to prepare weekly or monthly reports manually. Odoo can generate and email them to the right team members, reducing workload and improving planning.
10. Assigning customer inquiries to the right department
When a customer fills out a contact form or sends an email, Odoo can automatically route it to the appropriate team, for example, sales or support.
What’s next?
Automation in Odoo is a simple way to free your team from repetitive, time-consuming tasks. That way you can focus on what will really help your business grow.
If you want to see how this can work in your company:
👉 Try the Odoo demo and explore it yourself.
👉 Contact us - we’re Odoo implementation experts and can give you honest advice about where to start and what it could look like in practice.