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Automation

Odoo automation that pays you back every week

Stop the busywork. Start scaling. If your team is stuck in copy-paste, status chasing, and “Did anyone approve this?”—you’re leaving money on the table. We design upgrade-safe automations in Odoo so leads route themselves, approvals happen on time, invoices create themselves, and data stays in sync—while your team focuses on customers.

The Problem: Your best people are doing robot work

Reps triage leads by hand. Managers nudge approvals. Finance rebuilds the same invoices every month. None of this is strategic—but it burns hours and introduces risk.

Reality check: McKinsey estimates today’s tech can automate 60–70% of the activities employees spend time on—exactly the kind of repetitive, rules-based work clogging your day.[1]

The Solution: Upgrade-safe Odoo automations with clear guardrails

  • Triggers & actions. Kick off on field changes, time windows, emails, or external signals—then execute server actions to update records, send messages, call webhooks, and more.[2]
  • Lead routing. Assign leads to the right team or rep by rules you control (region, size, product interest, score, etc.).[3]
  • Approvals that stick. Simple, auditable approval flows so changes only go live when the right people say “yes.”[4]
  • Invoice automation. Draft invoices from orders, subscriptions, or contracts—batch-validate and send in minutes.[5]
  • Built for upgrades. We follow Odoo’s upgrade guidance so your logic survives version changes.[6]

Outcome: you reclaim hours every week, reduce handoffs, and get consistent results without babysitting the process.

Why 616 Solutions

  • Business-first design. We start with time sinks and failure points. If an automation doesn’t save measurable time or reduce risk, it doesn’t ship.
  • Odoo Partner craft. We lean on native automations before code to minimize tech debt and upgrade friction.[2]
  • Exception-ready. Every flow includes rollback rules, notifications, and logs so outliers don’t become outages.
  • Change you can own. Plain-English docs and hands-on training so your team can adjust rules without a developer.

What You Can Automate (Examples)

Marketing & Sales

  • Auto-assign inbound leads to teams/reps by territory, SKUs, partner channel, or score.[3]
  • Auto-create opportunities from web forms/events and notify owners with next steps.[2]

Finance & Billing

  • Auto-create draft invoices from sales orders or recurring contracts; batch validate and send.[5]
  • Post journal entries consistently from operational events.[7]

Operations & Quality

  • Route approvals for changes (pricing, engineering, policies) with timestamps and accountability.[4]
  • Schedule follow-ups, escalations, and SLA alerts on time-based rules.[2]

Our Process

1
Fit-Check (1–2 sessions). Map your top 5–10 time sinks, clarify outcomes, confirm what Odoo can natively automate.
2
Design & Safeguards. Define triggers, conditions, actions, and exception paths; align KPIs (time saved, errors avoided).
3
Build (Low-Code First). Implement with Studio automations, server actions, and standard apps; code only when necessary.[2]
4
Test & Pilot. Validate with sample data, edge cases, and rollback plans.
5
Launch & Train. Plain-language documentation and upskilling so your team maintains rules confidently.
6
Measure & Improve. Track KPI deltas and iterate to compound the gains.

Proof You Can Point To (and Defend)

  • Productivity upside is real. Independent research shows large portions of repetitive knowledge work are automatable—use these benchmarks to defend your business case.[1]
  • Native Odoo capabilities. Automation rules, server actions, approvals, and invoicing are documented and supported—that’s how we keep you upgrade-ready.[2]
  • Upgrade posture. We follow Odoo’s official upgrade guidance to reduce migration friction.[6]

FAQs

Will this break at the next Odoo upgrade?
We design with supported tools first (Studio automations, standard modules) and follow Odoo’s upgrade guidelines. Where custom code is needed, we document it, version it, and plan the upgrade path.[6]
Can you really automate our lead routing without a custom app?
Yes. Odoo supports rule-based assignment to teams and users right in CRM; we tailor the criteria to your business.[3]
Can invoices go out automatically?
Odoo can create draft invoices from orders, contracts, or subscriptions and let finance validate/send in batches—cutting cycle time dramatically.[5]
What if something needs human judgment?
We add approvals and exception paths so the right person reviews at the right step—with full audit trail.[4]

Ready to stop paying talent to do robot work?

Run a focused 2-week Fit-Check to quantify time savings, prioritize your top five automations, and launch a pilot you can measure.

Notes on sources: Odoo’s official documentation covers automation rules, server actions, approvals, and invoice automation; McKinsey’s research quantifies the broad automation potential in today’s workflows.

  1. McKinsey & Company — Economic potential of generative AI
  2. Odoo 19.0 — Automation rules (Studio automated actions)
  3. Odoo 18.0 — Assign leads with predictive lead scoring
  4. Odoo — Approvals app overview
  5. Odoo 18.0 — Invoicing processes
  6. Odoo 18.0 — Upgrade guidance
  7. Odoo 19.0 — Accounting & Invoicing