Potential Future Use Cases
These Use Cases are for demonstration purposes only. They are not yet a working solution in Version 1.0.
- create a blank Confluence Page Template
- fill up the Template with base text
- add the Employee Model to the Template
- add placeholders in the Template such as Employee Name, phone, email, address etc.
- save the Template
- create a new page using that Template
- pick the employee from the drop down in the top of the page
- it will fill out all the placeholders using the data Odoo of that employee
- create a Marketing Campaign in Odoo and add related Products to it
- when preparing your new Marketing Campaign in Confluence, select the Campaign and pick "all related products" → it will add the list of Products related to the Campaign
- in Odoo, add Confluence Pages to your Inventory Items such as User Manuals and Technical Specs
- Collaborate in Confluence on quotes before sending out in Odoo
- Prepare templates in Confluence, fill out for a Lead or Opportunity in Confluence, than link to Odoo record
- Review and asses Leads in Confluence, link assessment to Odoo record
- Record meeting notes in Confluence, link them to Opportunities in Odoo
- Create fliers, brochures in Confluence, send them out in Odoo
- Prepare newsletters and offerings in Confluence with your team, finalize and send out in Odoo
- Prepare HR document templates in Confluence (see details above)
- Job Description
- Compensation and Benefits Document
- Vacation Request Form
- Yearly Performance Review Template
- Travel and Expenses Tracking Form
- Worklog Form
- Exit Policy Template
- Training Request Form
- Fill out HR documents in Confluence and link to Odoo HR records
- Collaborate on templates for fullfilment
- Prepare records of fullfilment for invoices in Confluence
- Meeting notes, documentation in Confluence, link to Odoo project task (See Follow up Confluence Meeting Notes)
- Product documentation, processes, etc. in Confluence, link to Manufacturing Orders
- Prepare detailed RfQs in Confluence, send them out in Odoo