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" β†’ 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

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".
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On this page
Potential Use Cases for Confluence
Generate Newcomer Administrative Papers or Presale Proposals
Potential Use Cases for Odoo
Include all related products in the next Marketing Campaign Plan
Add Confluence-based User Manuals and Technical Specs to your Odoo Inventory items
Field Specific Potential Use Case ideas
CRM, Sales
Mass mailing
HR
Invoicing
Project
MRP (Manufacturing)
Purchase