Potential Future Use Cases

These Use Cases are for demonstration purposes only. They are not yet a working solution in Version 1.0.

Potential Use Cases for Confluence

Generate Newcomer Administrative Papers or Presale Proposals

Steps:

• 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

Potential Use Cases for Odoo

Include all related products in the next Marketing Campaign Plan

• 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

Add Confluence-based User Manuals and Technical Specs to your Odoo Inventory items

• in Odoo, add Confluence Pages to your Inventory Items such as User Manuals and Technical Specs

Field Specific Potential Use Case ideas

CRM, Sales

• 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

Mass mailing

• Prepare newsletters and offerings in Confluence with your team, finalize and send out in Odoo

HR

• 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

Invoicing

• Collaborate on templates for fullfilment

• Prepare records of fullfilment for invoices in Confluence

Project

• Meeting notes, documentation in Confluence, link to Odoo project task (See Follow up Confluence Meeting Notes)

MRP (Manufacturing)

• Product documentation, processes, etc. in Confluence, link to Manufacturing Orders

Purchase

• Prepare detailed RfQs in Confluence, send them out in Odoo

Any new ideas? Send us an email to [email protected] with subject: "Connector Use Case Idea".