Automated email functionality serves as a valuable tool for businesses looking to enhance customer engagement and streamline workflows. Odoo’s automation feature, especially the “Send Email” action, enables users to automatically send emails in response to predefined events, such as when a customer places an order. This feature also supports content customization, allowing businesses to deliver personalized messages that align with their communication strategies.
Automating these emails not only enables more personalized communication but also leads to substantial time and resource savings. This increased efficiency allows businesses to focus their efforts on other essential aspects of their operations. The screenshot provided demonstrates a practical example of this functionality in Odoo, where an automated action is set to send emails to customers upon the creation of a sales order.
This automated action can be triggered based on conditions you set and applied to specific areas, and precise control over its execution.
Then, click on "Add an Action."
Define the type, complete the technical settings and action details, and proceed to save the setup.
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