Odoo Connector
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  • General Product Information
    • Odoo Confluence Connector Overview
  • User Guide
    • How to connect Confluence and Odoo
    • Odoo Connector for Confluence
      • Odoo Connector for Admins
        • Adding a New Odoo Server
      • Odoo Connector for Users
        • Authenticating to an Odoo Server
        • Adding the Odoo Connect Macro
    • Confluence Connector for Odoo
      • Confluence Connector for Admins
        • Installation
        • Application settings
        • Model scheme settings
        • Model configuration settings
        • Revoke User Authorizations
      • Confluence Connector for Users
        • Review and Revoke Your Authorizations
    • Troubleshooting guide
      • How to Check Your Own Odoo OAuth2 Tokens
      • I cannot authenticate to the server, even though I have configured it on both sides. Why is that?
      • I have used the macro before, but now it says "Need to authenticate to server!". What to do?
    • Use Cases
      • Current Use Cases
        • Follow up Confluence Meeting Notes
        • Creating a gateway between Confluence Pages and Product details
      • Potential Future Use Cases
    • Odoo Connector for Confluence Cloud
      • Install Odoo Connector on Confluence Cloud
      • Install Confluence Connector on Odoo
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  • Follow up Confluence Meeting Notes
  • How to do it
  • Tips & tricks
  • What does it look like?
  1. User Guide
  2. Use Cases
  3. Current Use Cases

Follow up Confluence Meeting Notes

PreviousCurrent Use CasesNextCreating a gateway between Confluence Pages and Product details

Last updated 3 years ago

Follow up Confluence Meeting Notes

During a meeting, add Odoo direct links like contacts, products, invoices to attendees, discussion items and action steps in your Confluence Meeting Notes.

When you follow up your tasks after the meeting, you can start them faster, as all info will be directly accessible for you.

How to do it

  1. When editing your Meeting Notes, simply add the Odoo Connect macro wherever you want the direct link to appear in your Page

  2. Select the Odoo Server, the Module and the record you want to see in Confluence

  3. Continue editing your Meeting Notes.

Tips & tricks

What does it look like?

After saving your Meeting Notes, the Odoo direct links will appear where you added them. You can access these Odoo Records from Confluence now.

you can use the "{" keyboard shortcut for quickly adding macros in Confluence. Learn more about setting up the Odoo Connect macro. Just like any other macro, Odoo Connect macro can be reused. If you need the same Module or Record in other parts of the Page, simply copy-paste the prepopulated macro in Edit mode and change it if needed.

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