Automation · n8n
Five n8n templates for real business jobs
Most n8n templates online are demos. These five are the workflows small businesses ask us for most, written out node by node so you can build them yourself, or ask us to set them up on your own n8n.
1. Website form to Odoo lead
No.PointWhat it means in practice
01TriggerWebhook node receives the form submission.
02CleanSet node trims names, lower-cases the email and tags the page the lead came from.
03CheckOdoo node searches contacts by email to avoid duplicates.
04CreateOdoo node creates the CRM lead, linked to the contact, with the source.
05AlertEmail or Slack node tells the salesperson, with a link to the lead.
2. WhatsApp message to CRM
No.PointWhat it means in practice
01TriggerWebhook from the WhatsApp Business Platform when a message arrives.
02Find or createLook up the phone number in the CRM; create a contact if new.
03LogAdd the message to the contact's history.
04ClassifyAn AI step sorts it: new enquiry, order question, complaint.
05RouteNew enquiries become leads; the rest go to the right person.
3. Supplier bill from email to draft entry
No.PointWhat it means in practice
01TriggerEmail trigger on the bills inbox.
02ReadAn AI or OCR step pulls supplier, date, amount and tax from the PDF.
03MatchFind the supplier and purchase order in the ERP.
04DraftCreate a draft bill with the PDF attached, never posted automatically.
05ExceptionsAnything that does not match goes to a person with the reason.
4. Overdue invoice reminders
No.PointWhat it means in practice
01TriggerSchedule node every morning.
02FetchGet invoices past due from Odoo, QuickBooks or Xero.
03DecideIF node picks the reminder stage by days overdue.
04SendEmail the customer, or queue a draft for approval for large amounts.
05RecordLog each reminder against the invoice.
5. Monday management report
No.PointWhat it means in practice
01TriggerSchedule node, Monday 8:00.
02CollectSales, cash, receivables and stock figures from the ERP.
03CompareCode node works out the change from last week.
04WriteAn AI step writes three plain sentences on what changed.
05SendEmail to the owner and managers.
Questions people ask
01
Can you set these up on our n8n?
Yes, on your own self-hosted n8n or n8n Cloud, connected to your systems and documented.02
Do these need an AI model?
Only the steps marked AI. The rest run without one, so they cost nothing per run on self-hosted n8n.03
Can n8n connect to Odoo?
Yes. See our n8n and Odoo integration page.Read next
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