AI document sort¶
Odoo AI Document Automation enables automated classification, routing, and processing of documents using artificial intelligence. It reduces manual handling of documents such as invoices, contracts, NDAs, and insurance files by automatically sorting them into folders, extracting key information, and triggering business actions.
This feature is designed for high-volume, repetitive document workflows where speed, accuracy, and traceability are critical, while still allowing human intervention when required.
配置¶
To use the AI document automation, ensure the following requirements are met:
The Documents application is installed, and the correct permissions are applied.
The relevant applications are installed. This can include Accounting, Purchase, Sales, etc. The applications installed impact the prompts that are applied to the documents.
備註
The AI app does not need to be installed to utilize the documentation automation. However, the types of AI automation actions available are dependent on the other apps installed in the database. For example, to create an invoice, the Accounting app must be installed.
Documents app overview¶
The Documents application functions as a centralized document management system similar to a shared drive. It is organized into the following workspaces at a minimum, though additional workspaces can be created:
所有：显示用户可以访问的所有文件夹和文件。
公司：包含整个公司共享的文件夹和文件。访问权限由为文件夹和文件定义的 访问权限 决定。
我的驱动器：用户的个人工作区，用于组织和访问他们拥有或上传的文件和文件夹。
Shared with me: includes files that have been shared with the user, but are not part of any parent folder they have access to.
Documents typically follow a workflow from the Inbox into structured folders, where AI automation and business actions are applied.
AI auto sort overview¶
AI Auto-Sort operates at the folder level. Each folder in the Documents app can contain its own automation logic, allowing you to design document flows that reflect your internal processes. Instead of applying a single global rule, automation is structured progressively: documents enter a folder, AI evaluates them according to the folder’s prompt, and then performs the corresponding action.
Configuring prompts¶
To configure a prompt for a folder, navigate to the and select a folder from the tree on the left. Then, click the Actions icon at the top of the page. Use the drop-down menu to select AI Auto-sort.
On the What do you want the AI to do? pop-up, craft a prompt that explains how documents should be interpreted and what should happen next.
備註
Type / to utilize either Field Selector and Records Selector to insert
fields or records to enhance the prompt.
Below the prompt, click the What actions can the AI take? field, and select one or more actions from the drop-down menu. The available actions will vary based on the applications installed.
Based on these instructions, AI can move documents to another folder, add tags, trigger activities, or create business records such as invoices or vendor bills. This makes each folder both a storage location and a decision point in the workflow.
When configuring the primary prompt, folders can include instructions to handle exceptions or validation steps before the primary logic is executed. For example, a folder may first verify whether a required value exists in the document before proceeding with automation.
Example
A user wants to identify any PDFs that contain multiple pages, and would need to be manually split. They add the following instructions to the beginning their Inbox auto-sort prompt.
First, check the file to see if it contains a single document or if several documents are
collated together. For this, use this field: Is considered multipage. If it is true, add the tag
"To Split" and stop there. This way, we'll know we first need to manually split it into different
files. If it is false, continue with the normal process
Is considered multipage is selected via Field Selector. Under the What actions can the AI take? field, AI: Add Tags is selected.
This action does not perform the document split, but it adds a tag indicating which documents need to be split. Adding this step to the beginning of the prompt ensures it is the AI’s first action.
其他資料