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Process Automation

Removing the manual steps between your systems and inside Odoo, so work happens once, in the right place, without re typing.

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Most companies do not have a shortage of software. They have a shortage of connections between the software they own. Orders are copied from a web shop into the ERP. Bank statements are matched by hand. Delivery notes are typed into a carrier portal. Each step is small, and together they occupy people who could be doing something else.

Process automation is the work of removing those steps. Some of it is integration between Odoo and other systems. Some of it is configuration inside Odoo that most companies never switch on. A smaller part is custom development where the standard tools genuinely stop.

What we automate

  • Order to cash: web shop and marketplace orders, credit checks, picking, shipping labels, invoicing and payment matching
  • Purchase to pay: reorder rules, supplier confirmations, receipts, three way matching and payment runs
  • Finance: bank feeds and reconciliation, recurring invoices, intercompany transactions, tax reports and month end checklists
  • Sales and CRM: lead routing, quotation templates, approval rules, follow up activities and pipeline reporting
  • Operations: manufacturing orders from sales, subcontracting, quality checks and maintenance requests
  • Documents and communication: automatic emails, document generation, e signature and customer portals

Why work with us on automation

  • We start with the process, not the tool. The first output is a map of every manual step and what it costs in hours.
  • We use Odoo's standard automation features before anything else: automated actions, scheduled actions, server actions, and the built in connectors.
  • Integrations are built to be maintained. Each one has documentation, error handling and a named owner.
  • We measure the result. You know how many hours each automation saves before and after it goes live.

The usual problem and how we work instead

The usual problem

  • Integrations are built as one off scripts that break silently when a system updates
  • Automation is applied to a broken process, so errors arrive faster
  • Every exception is handled by custom code, and the code grows until nobody understands it
  • Nobody knows which automations exist or who owns them

How we work instead

  • Every integration logs its runs, alerts on failure and has a documented recovery procedure
  • We fix the process first, then automate the clean version
  • Exceptions are routed to a person with the information they need to decide, and only the routine cases run without review
  • You receive an automation register: what runs, when, why, and who to call

How we deliver process automation

  1. Process mapping

    We sit with the people doing the work and record each step, the systems involved, the time taken and the failure points.

  2. Prioritisation

    Each candidate is scored on hours saved, error reduction and effort to build. You choose the order.

  3. Build and test

    Standard configuration first, integration second, custom development last. Each automation is tested with your data and with the exceptions we found in mapping.

  4. Handover and measurement

    Documentation, training for the process owner and a review after the first month with the numbers.

Where automation stops

Not everything should be automated. 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. We will say so when that is the case, and we will suggest a manual checklist instead.

Frequently asked questions

What can be automated in Odoo without custom code?

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.

How do you connect Odoo to our web shop or marketplace?

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.

What happens when an integration fails?

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.

Can you automate our approvals?

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.

Is everything worth automating?

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.

All Process automation questions

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