AI Meeting Summarizer for Odoo: Auto-Generate Notes & Action Items

Meeting Notes Are Often Lost

Sales calls, project meetings, and client calls generate valuable information that rarely makes it into the ERP. Meeting notes are incomplete, action items are forgotten, and follow-ups slip through the cracks. An AI summarizer agent captures everything and pushes it into Odoo.

How It Works

# AI Meeting Summarizer Flow:
# 1. Meeting recorded (audio/video/transcript)
# 2. AI transcribes audio to text
# 3. AI summarizes transcript into:
#    - Key discussion points
#    - Decisions made
#    - Action items with owners
#    - Next steps and deadlines
# 4. Summary posted to Odoo records:
#    - Calendar event notes
#    - CRM lead/opportunity chatter
#    - Project task descriptions
# 5. Action items create Odoo tasks

Summary Prompt

# System prompt for meeting summarizer:
"""
Summarize this meeting transcript for a business ERP system.

Extract:
1. SUMMARY: 2-3 sentence overview
2. KEY_POINTS: bullet list of main topics discussed
3. DECISIONS: any decisions or agreements made
4. ACTION_ITEMS: list with:
   - description
   - assigned_to (name)
   - due_date (if mentioned)
5. NEXT_STEPS: follow-up actions
6. SENTIMENT: overall meeting tone

Format as JSON. Be concise and actionable.
"""

Odoo Integration

# Post summary to Odoo calendar event:
def post_meeting_summary(event_id, summary):
    event = env['calendar.event'].browse(event_id)

    # Update event description
    event.write({
        'description': format_summary_html(summary)
    })

    # Post to chatter of related records
    if event.opportunity_id:
        event.opportunity_id.message_post(
            body=format_summary_html(summary),
            subject=f'Meeting Summary: {event.name}',
            message_type='comment',
        )

    # Create tasks from action items
    for item in summary.get('action_items', []):
        env['project.task'].create({
            'name': item['description'],
            'user_ids': [(4, find_user(item['assigned_to']))],
            'date_deadline': parse_date(item.get('due_date')),
            'description': f'From meeting: {event.name}',
            'project_id': default_project_id,
        })

Transcript Sources

# Where meeting transcripts come from:

# 1. Video conferencing transcripts:
# Zoom → auto-transcript → webhook to Odoo
# Google Meet → transcript file → import
# Teams → transcript API → sync

# 2. Phone call recording:
# VoIP integration → recording → transcribe
# Twilio → recording webhook → AI transcribe

# 3. Manual upload:
# Upload audio file to Odoo
# AI agent transcribes and summarizes

# 4. Live notes:
# Real-time note-taking during meeting
# AI structures and enriches notes post-meeting

Practical Benefits

# Impact on business operations:
# - 100% of meetings documented (vs ~30% manually)
# - Action items tracked with accountability
# - CRM history enriched automatically
# - No more "what did we agree on?" questions
# - New team members can review meeting history
# - Searchable meeting knowledge base

DeployMonkey AI

DeployMonkey's AI agent can help set up meeting summarization workflows in Odoo, connecting video conferencing tools with CRM and project management modules.