Unleash the Automation Magic with Odoo V17

New features in Odoo version 17

Odoo V17 eliminates the need for Studio, introducing instead new smart triggers and a simplified action creation process. The clear rule overview is a highlight, ensuring that users can easily manage and overview automation rules.

Examples of automation in action

1. CRM automations

Imagine you're managing a CRM. You can set up an automation that updates a record if a prospect is qualified and the expected revenue is above a certain threshold. This could include actions like adding a follow-up, adjusting priority, tagging, or even creating a quotation.

2. Helpdesk automatons

In a helpdesk scenario, every ticket could automatically move to the “to reply” stage upon receiving a customer's reply. More complex workflows might include automatically assigning tickets to different teams or stages based on their current status, ensuring nothing slips through the cracks.

Best practices 

When automating with Odoo, always document your actions in the “notes” section. Be cautious with tests involving emails and SMS to avoid unwanted spam. And while automating, remember that while Studio is user-friendly, sometimes direct development might be necessary, especially for complex tasks. However, this can introduce maintenance fees and potential performance bottlenecks.

Considerations

Automation with Odoo V17 is powerful but remember that too many automations can reduce system performance and flexibility. Additionally, automated actions are not restricted by user access rights, which might lead to unintended consequences.

Ready for Odoo 17?

Odoo V17 offers powerful tools for simplifying workflows through automation. However, balancing automation with system performance and flexibility is crucial. Document your processes well and choose the right tool for the task—Studio for simpler tasks and direct development for more complex automations. As with any tool, the key is to use it wisely to truly unleash the potential of your workflow.