# 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 <a href="#potentialfutureusecases-potentialusecasesforconfluence" id="potentialfutureusecases-potentialusecasesforconfluence"></a>

### Generate Newcomer Administrative Papers or Presale Proposals <a href="#potentialfutureusecases-generatenewcomeradministrativepapersorpresaleproposals" id="potentialfutureusecases-generatenewcomeradministrativepapersorpresaleproposals"></a>

#### Steps: <a href="#potentialfutureusecases-steps" id="potentialfutureusecases-steps"></a>

* 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 <a href="#potentialfutureusecases-potentialusecasesforodoo" id="potentialfutureusecases-potentialusecasesforodoo"></a>

### Include all related products in the next Marketing Campaign Plan <a href="#potentialfutureusecases-includeallrelatedproductsinthenextmarketingcampaignplan" id="potentialfutureusecases-includeallrelatedproductsinthenextmarketingcampaignplan"></a>

* 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 <a href="#potentialfutureusecases-addconfluence-basedusermanualsandtechnicalspecstoyourodooinventoryitems" id="potentialfutureusecases-addconfluence-basedusermanualsandtechnicalspecstoyourodooinventoryitems"></a>

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

## Field Specific Potential Use Case ideas <a href="#potentialfutureusecases-fieldspecificpotentialusecaseideas" id="potentialfutureusecases-fieldspecificpotentialusecaseideas"></a>

### CRM, Sales <a href="#potentialfutureusecases-crm-sales" id="potentialfutureusecases-crm-sales"></a>

* Collaborate in Confluence on quotes before sending out in Odoo&#x20;
* Prepare templates in Confluence, fill out for a Lead or Opportunity in Confluence, than link to Odoo record&#x20;
* 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 <a href="#potentialfutureusecases-massmailing" id="potentialfutureusecases-massmailing"></a>

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

### HR <a href="#potentialfutureusecases-hr" id="potentialfutureusecases-hr"></a>

* Prepare HR document templates in Confluence (see details above)
  * &#x20;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 <a href="#potentialfutureusecases-invoicing" id="potentialfutureusecases-invoicing"></a>

* Collaborate on templates for fullfilment
* Prepare records of fullfilment for invoices in Confluence

### Project <a href="#potentialfutureusecases-project" id="potentialfutureusecases-project"></a>

* Meeting notes, documentation in Confluence, link to Odoo project task ([See Follow up Confluence Meeting Notes](https://docs.meta-inf.hu/odoo-confluence-connector/user-guide/use-cases/current-use-cases/follow-up-confluence-meeting-notes))

### MRP (Manufacturing) <a href="#potentialfutureusecases-mrp-manufacturing" id="potentialfutureusecases-mrp-manufacturing"></a>

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

### Purchase <a href="#potentialfutureusecases-purchase" id="potentialfutureusecases-purchase"></a>

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

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*Any new ideas? Send us an email to* [*info@meta-inf.hu*](mailto:info@meta-inf.hu) *with subject: "Connector Use Case Idea".*