InsightMate - Flow Builder - Your Processes, On Autopilot

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InsightMate - Flow Builder - Your Processes, On Autopilot v19

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InsightMate - Flow Builder - Your Processes, On Autopilot

Turn your workflow into an AI-powered engine. Stop manual work-let AI handle everything. Build smarter automation with AI-powered workflows in Odoo. Generate dynamic content and update data intelligently using AI, making every process faster and more efficient. Design and automate workflows with an intuitive drag-and-drop builder-no coding required. Set triggers, conditions, and actions like updating records, sending emails or SMS, and scheduling tasks, with full tracking through chatter and history.

AI-Powered Workflows

Use AI inside workflows for intelligent automation and dynamically process business data.

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LLM Providers with openrouter

Configure OpenRouter to access multiple AI models through a single API, allowing flexible model selection.

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Visual Workflow Builder

Design workflows easily using a drag-and-drop interface to connect conditions and actions in a structured flow.

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Model-Based Workflows

Create workflows for any Odoo model and automate processes based on specific business objects.

Conditional Flow Logic

Apply conditions to control workflow execution and ensure actions run only when criteria are met.

Multi-Action Execution

Execute multiple actions like create, update, email, SMS, and activities within a single workflow.

Activate/Deactivate Workflows

Easily control workflow execution by enabling or disabling workflows as needed.

End-to-End Automation Flow

Build complete automation pipelines from trigger to action within a single workflow.

Auto-Update Records

Automatically update field values of records based on workflow conditions and logic.

Automatically Create New Records

Create new records dynamically from workflows with predefined or conditional values.

Send Automated Emails

Send automated emails to users or contacts directly from workflow execution.

Duplicate Records

Create a copy of existing records automatically using workflow-based duplication logic.

Create Activities automatically

Schedule and assign activities to users directly from workflow execution for task management.

Track Workflow Activity History

Maintain a history of workflow runs to review past executions and actions performed.

Node-Based Flow Design

Create workflows using connected nodes to visually define the sequence of conditions and actions.

SMS Notification Action

Trigger SMS notifications to keep users informed during workflow processes.

Manage Followers Automatically

Automatically add or remove followers to records through workflow execution for better communication and tracking.

Manual Workflow Execution LATEST

Run one or multiple workflows manually directly from the Run Workflows option without waiting for automatic execution.

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Go to the 'Flow Engine'.

Click 'New' to create new workflow record.

Enter Workflow Name and click 'Open Visual Builder'.

Drag and drop nodes to start designing the workflow.

Add Condition and then configure rules to control execution flow.

Connect Nodes and then press Save to save the workflow.

'Automation Rules' field shows created workflow. You can active/deactive from toggle.

Now select record data, and workflow will execute.

It shows history in the chatter.

Workflows list view.

Run workflows manually from the record's Run Workflows option.

Select one or multiple workflows and execute them instantly.

Workflow successfully executed.

AI providers list view that we can use for the workflow.

Enter API Key.

Create workflow with AI.

AI will auto execute workflow.

Changelog

Track every update and new feature released for this module.

Version 19.0.2.0.0 | Released: 26 ^th June 2026 NEW

Added Manual Workflow Execution Feature.

Version 19.0.1.0.0 | Released: 7^th April 2026

Initial Release.

Frequently Asked Questions

Everything you need to know before getting started.

Is this application compatible with Odoo Enterprise as well as the Community edition of Odoo?

Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.

Is this application compatible with odoo.com(odoo saas/online)?

No, this application is not compatible with odoo.com(odoo saas/Odoo Online)

Can I get a demo of the module before making a purchase?

Yes, to test this module, please contact us at sales@softhealer.com.

Is the AI 100% accurate?

No. The AI provides intelligent responses based on available data and models, but results may sometimes be incomplete or approximate. Always verify critical business decisions manually. This case is not eligible for refund or exchange.

Why does AI sometimes give incorrect or unexpected results?

AI interprets queries based on patterns and available data. Incorrect inputs, ambiguous questions, or missing data may lead to inaccurate outputs. This case is not eligible for refund or exchange.

Can I fully rely on AI for business decisions?

AI should be used as a decision-support tool, not a replacement for human judgment. Always review outputs before taking action. This case is not eligible for refund or exchange.

Does AI understand all Odoo data perfectly?

AI understands structured data well, but complex business logic, customizations, or incomplete records may affect accuracy.

Do I need technical knowledge to use this module?

No. The system is designed for business users with a simple chat interface.

What happens if AI fails to respond?

Check API configuration
Verify internet connectivity
Ensure provider API key is valid

How long does the AI take to respond?

AI response time depends on the selected provider and plan. For example, if we are using a free tier, our request priority may be lower than other plans. Also, if we select high-thinking models, they usually take more time to generate responses.

Does it support all OpenRouter LLMs?

No, only models that support tool calling are usable in the app.

I want some customization in this app. How can I request it?

Please contact us at sales@softhealer.com to request customization.

Do I get free support?

Yes, you will receive lifetime free support for the version of the module you purchased.

Do I get free updates?

Yes, you will receive lifetime free updates for the version of the module you purchased.

Do we need to install any additional libraries to use this module?

No, there is no need to install any additional libraries.

Do I have to buy the module for each version?

Yes, for version 12 and above, you need to purchase the module separately for each version you intend to use.

If I purchase a module in the wrong version, can I exchange it for another version or get a refund?

No, exchanges or refunds are not allowed. Please make sure to select the correct version before purchasing.

Do you provide free language translation support?

You can contact us at support@softhealer.com for language translation support. We use Google Translator tools to provide translations in multiple languages, so the accuracy may vary. We welcome your suggestions to help improve translations.

We're Always Here to Support You

From lifetime support to custom module builds - we're committed to your success at every step.

Our Commitments

Lifetime Support

Purchase once and get support forever - For the version you purchased.

Free updates for the lifetime of the module
Bug fixes & patches at no extra cost

Buy Once, Supported Forever

Support System

Dedicated support team and structured ticketing system to maintain proper communication.

Dedicated support team for every module
Structured ticketing for proper communication
Full issue history & resolution tracking
Response within 24 business hours (10:00 AM to 6:30 PM IST Mon-Fri)

Buy Once, Supported Forever

Free Demo

Book a free demo - contact us at sales and we'll set it up for you.

Scan to email sales

sales@softhealer.com

For Support

Facing an issue? Contact us at support and we'll get you back on track.

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support@softhealer.com

WhatsApp Support

Chat with us instantly on WhatsApp for quick enquiries.

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Share Your Ideas

Feature Request

Found a generic feature that could improve our modules? We'd love to hear your idea and add it to our roadmap!

Share ideas that benefit the wider community
Our team reviews every suggestion carefully
Approved features added in future releases

Your Ideas Shape Our Roadmap

Module Request

Have a generic Odoo module idea? We build modules for you - share your concept and we'll make it a reality!

Share any generic Odoo module idea
We evaluate & build it for the community

Got an Idea? We'll Build It

Trusted by Businesses Worldwide

Verified Google Reviews 5.0

Abdulhamid Abdulwaheed

Aug 2024

Best module for our online store. Highly adaptable, exceptional customer service, and very advanced modules.

Factura Venta POS

Oct 2024

They have everything you need. Technical support is excellent, responds quickly, and keeps the module updated. 100% recommended!

Mehmet Muhanna

Nov 2024

Great company and support team. Had a problem in my local Odoo server - they solved it in 5 minutes. Highly recommend.

Billy Jeffs

Jan 2025

Customised an Odoo app for me which works perfectly. Many requirements, got it right every time. Very confident in their ability.

HP

Mar 2025

Consistently excellent service over years of working together. Knowledge and commitment to keeping clients informed truly sets them apart.

Michal Kolasinski

Mar 2025

Multiple addons + two custom modules. Communication always friendly and precise. Delivered on time, worked out of the box. Highly recommended!

5.0

Average Rating

10K+ Happy Customers

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11+ Years of Trust

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7 AI-powered modules in one bundle - plus more coming soon. Transform every corner of your Odoo with intelligent automation.

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What's in the bundle

AI Insight Assistant

Talk to your data

AI Live Chatbot

24/7 intelligent support

MCP Integration

Seamless multi-channel connections

AI Dashboard Studio

From data to decisions

Flow Builder & AI Write

Automate your processes

AI Recruitment

Smarter hiring decisions

AI OCR NEW

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Modules included

AI Insight Assistant

Talk to your data

Ask questions about your Odoo data in plain English and get instant answers as charts, tables, or kanban views - across Sales, HR, Accounting and more, with full access-right compliance. Let AI create, update, and archive Odoo records through conversation.

AI Live Chatbot

Intelligent support 24/7

Deploy AI-powered chatbots on your website that answer customer queries 24/7 using your documents, PDFs, and Odoo data - with seamless handoff to a human agent when needed.

MCP Integration

Seamless multi-channel connections

Empower AI assistants and external tools to securely access, analyze, and interact with your Odoo data through the Model Context Protocol (MCP) - with real-time actions & structured responses. Connect Odoo MCP with Antigravity, Claude WebApp, Claude CLI, Claude Desktop, Gemini CLI, Codex CLI, Codex Desktop App, Codex WebApp.

AI Dashboard Studio

From data to decisions

Describe what you want to see and AI builds the dashboard instantly - with 15+ chart types, auto-generated templates, multi-company filters, and full theme customization.

Flow Builder & AI Write

Automate your processes

Build smarter automation with AI-powered workflows in Odoo. Generate dynamic content and update data intelligently using AI, making every process faster and more efficient.

AI Recruitment Assistant

Automate your processes

Automatically screen, score, and route applicants using AI - so you spend less time reading CVs and more time interviewing the right candidates, all within Odoo.