Process automation: frequently asked questions

A great deal. Automated and scheduled actions, reordering rules, invoicing policies, email templates, approval rules, bank synchronisation and the standard connectors for payments, shipping and marketplaces cover most of what businesses ask for. We use these first and build custom integrations only where they stop.

Through a standard connector where one exists for your platform, through a maintained community module where that is the better fit, or through a custom integration built on Odoo's API. We assess each option on coverage of your specific requirements and on the cost of keeping it working through upgrades.

Every integration we build logs each run, alerts a named person on failure and has a written recovery procedure. Under our managed service we monitor integrations and act on alerts before your team notices a stuck order.

Yes. Purchase approvals, expense approvals, discount approvals and journal entry approvals can be configured with thresholds and roles. For approvals outside the standard apps, the Approvals app in Enterprise or an automated action usually covers the need.

No. Decisions that need judgement, exceptions that occur a few times a year and processes that are about to change are usually better left to people with a good checklist. We say so when that is the case.