Odoo 19 AI Agents: Setup, Automation & Real-World Use Cases (ChatGPT & Gemini)

Odoo 19's AI Agents can automate workflows, answer questions from your own data, draft emails, query your CRM, and run server actions — all without writing code. In this demo, Leah Swain from Certum Solutions — an Odoo Ready Partner — walks you through exactly how to set it up, train it with your company documents, and use it across real business workflows including HR, sales, and CRM. Whether you're an Odoo ERP admin, consultant, or small business owner evaluating Odoo 19, this video covers everything you need to know to get AI working for your business today. What you'll learn in this video: 🤖 How to connect your AI provider (ChatGPT or Google Gemini) inside Odoo 🧠 How to train AI agents using your own company documents and policies ⚙️ How to create server actions and automations via natural-language prompts 💌 How AI drafts emails, summarizes chatter, and queries your CRM in real time 📋 PTO workflow automation — a complete real-world example 🔍 Natural language search: ask Odoo questions in plain English ✅ Best practices, safety tips, and what NOT to automate first This is part of Certum's Odoo 19 release series. More videos on AI in Appointments, Appraisals, Attendances, and advanced workflow design coming soon. 📥 FREE RESOURCES: 📖 Read the full Odoo 19 AI setup guide: https://www.certumsolutions.com/libra... 📅 Book a FREE 30-min Odoo consultation: https://www.certumsolutions.com/book-... 🆓 Try Odoo ERP free for 30 days: https://www.odoo.com?utm_campaign=par... 🕒 Time Stamps 00:00 Intro: Odoo 19 AI release overview 00:26 What's new with AI in Odoo 01:40 Enable Odoo AI & API setup 02:37 Explainer: How to Use Odoo AI & Train AI with documents 04:13 Using AI in Odoo, PTO workflow example 05:13 Drafting emails and improving text using AI inside Odoo 07:00 Real-time summaries and chatter improvements 07:30 How AI simplifies your Odoo workflow 07:48 Using AI to query your CRM and find business data instantly 08:11 Best practices & wrap-up 08:23 How to start your own Odoo AI trial with Certum Solutions 08:50 Wrap Up & What's Next 🔗 HELPFUL LINKS: AI In Bookkeeping → https://www.certumsolutions.com/libra... Odoo 19 New Features Overview → https://www.certumsolutions.com/libra... What is Odoo ERP? → https://www.certumsolutions.com/libra... Odoo Setup & Custom Development → https://www.certumsolutions.com/odoo-... Library & Free Resources → https://www.certumsolutions.com/library 💼 WORK WITH CERTUM: Odoo Ready Partner since 2024 — implementation, custom development, consulting. Book a free consultation: https://www.certumsolutions.com/book-... 📞 980-210-6946 | [email protected] | www.certumsolutions.com 🌐 Facebook:   / certumsol   🌐 LinkedIn:   / certum-solutions   🌐 Instagram:   / certumsolutionsnc   🔔 Subscribe:    / @certumsolutions   Privacy & AI Disclaimer: When using AI integrations, follow your company's privacy policies and data security safeguards. Any data entered into Odoo AI should comply with internal policies and relevant regulations including PII protections. Third-party AI integrations (ChatGPT, Gemini) have separate terms regarding data usage. Always review these before use. #odoo19 #odooai #odooerp #aiagents #workflowautomation #nocode #erpautomation #chatgptintegration #googlegemini #odootutorial #smallbusinesstech #certumsolutions #odoo2025 #artificialintelligence #businessautomation