Understand
Custom GPT interprets documents, requests and the information required to complete a business workflow.
AI-Enabled Business Workflow Assistant for US-Based E-Commerce Operations
An AI-powered business workflow automation solution that combines Custom GPT intelligence, ChatGPT Sites as the visual application layer, and Odoo as the connected ERP system.
Custom GPT ChatGPT Sites Odoo 19 Document Understanding User Approval
One workflow, three connected layers.
The solution moves a user from a document or natural-language request to structured business information and, where permitted, an authorized Odoo action.
Present
ChatGPT Sites provides the visual interface for forms, dashboards, reports and other web-based business views.
Connect
The Odoo integration exposes supported ERP data and operational actions through defined interfaces.
Act
Supported records can be created or updated after the user approves the requested action.
Turn Business Intent Into Action Explore a practical path from business requests to structured, approved ERP actions.
Specifications
The key components and capabilities described for this AI workflow automation services project.
Specification
Project Details
AI / Intelligence
Custom GPT -understanding, reasoning, document processing and workflow guidance
Application Interface
ChatGPT Sites -visual forms, dashboards and interactive business views
ERP Platform
Odoo
Document Processing
Upload documents, extract structured information for the workflow
Business Guidance
Guide users through required fields and generate business-ready outputs
Odoo Data Access
Search customers, vendors, products, sales orders and purchase orders
Automation System
Odoo
Odoo Actions
Create or update supported records after user approval
Visual Experience
Forms, dashboards and reports delivered through ChatGPT Sites
AI needs more than a chat window to support business workflows.
The project addresses the gap between conversational AI, visual business interaction and actual ERP operations.
From information to structured work
Business users may start with documents or natural-language instructions, but the useful outcome often requires structured information, guided steps and a defined business action.
- 01 Documents need to be understood and converted into usable information.
- 02 Users need guidance on the data required for a workflow.
- 03 Business outputs need to be presented in a usable format.
From conversation to ERP action
A conversational assistant becomes more useful when it can work with business records and invoke defined ERP operations while keeping the user involved in decisions.
- 04 ERP information needs to be accessible through supported actions.
- 05 Creation and updates require controlled interaction and approval.
- 06 The experience needs a visual application layer beyond chat.
A three-layer AI workflow architecture.
Each layer has a defined role, allowing intelligence, presentation and ERP operations to work together without treating them as the same component.
Custom GPT
- Acts as the intelligence layer.
- It understands user instructions and uploaded documents, extracts structured information, guides the workflow and prepares business-ready outputs.
ChatGPT Sites
- Acts as the application and visual layer.
- It provides the interface for forms, dashboards, reports and other web-based business experiences.
Odoo
- Acts as the business system layer.
- It provides ERP records and supported operational actions through the defined integration.
Build Smarter Workflows Around Odoo
Explore AI business workflow automation services that bring AI understanding, visual interaction and ERP actions into one controlled business flow.
How the solution moves from intent to action.
The architecture separates the responsibilities of the AI assistant, visual application layer and ERP system.
Input
User or Document
A user provides a natural-language request or uploads a business document.
→
Intelligence Layer
Custom GPT
Understands the request, processes information, guides the workflow and prepares the required business output.
→
Business Layer
Odoo
Provides supported ERP records and performs approved create or update actions.
Visual application layer: ChatGPT Sites
Provides the forms, dashboards, reports and other visual business views around the workflow.
Control layer: User approval
Supported Odoo actions can require explicit user approval before the operation is carried out.
What the assistant can support.
The following capabilities are based on the project information provided for the artifact.
1
Document Understanding
Understand uploaded documents and extract structured information for downstream business workflows.
5
Required Data Guidance
Guide users through the information needed to complete a business process.
2
Business-Ready Outputs
Generate structured outputs that can be used within the wider business workflow.
6
Customer and Vendor Search
Search supported customer and vendor records in Odoo through defined actions.
3
Product and Order Search
Work with supported product, sales order and purchase order information in Odoo.
7
Approved ERP Actions
Create or update supported Odoo records after the user approves the requested action.
Validation-driven exception handling: the documented flow differentiates between inaccurate/incomplete information and validated information, with Odoo initiating the appropriate next action.
The visual layer in action
The supplied screenshots show both sides of the experience: a visual workflow interface and the configuration behind the Odoo-connected assistant.
The InboxPilot view demonstrates how a business workflow can be presented as a visual workspace with attention queues, draft replies, action items, proposed dates and user decisions.
The configuration view shows API authentication, an OpenAPI schema and available actions for connecting the assistant with Odoo operations.
The configuration view demonstrates how the assistant is defined with a business-focused description, instructions and conversation starters.
The dashboard illustrates a visual approach to surfacing business items that need attention and presenting the user's next action.
Results
The project information describes workflow capabilities rather than quantified performance metrics. These results therefore focus on the documented business outcomes.
Documents become structured information
Uploaded business documents can be processed and converted into structured information for the workflow.
Natural language reaches business data
Users can interact with supported Odoo records through defined assistant actions.
Business workflows gain a visual layer
ChatGPT Sites provides forms, dashboards, reports and other visual views around the workflow.
ERP actions remain user-controlled
Supported creation and update operations can be performed after user approval.
Documented outcome: the solution connects AI understanding, a visual business interface and Odoo operations so users can move from an instruction or document toward a structured and authorized business action.
START YOUR NEXT WORKFLOW
Take the Next Step With Intelligent Workflows
See how Surekha Technologies can build a workflow aligned with your business process.
INDIA 
Surekha Technologies Pvt. Ltd.
201, 3rd Eye II, Nr. Panchvati Circle, CG Road, Ahmedabad
+91 75748 05354
Happy to Connect, Let’s talk.
DXP | ERP | E-Commerce | AI-ML | DevOps | Bespoke Solutions
Trusted By
Happy to Connect, Let’s talk.
DXP | ERP | E-Commerce | AI-ML | DevOps | Bespoke Solutions
Trusted By
