AI Automation & Odoo Service Catalogue

Build a secure AI assistant that understands your database structure, business rules, and reporting logic so your team can ask useful questions about sales, customers, invoices, operations, and KPIs.

Turn company documents, SOPs, FAQs, policies, and internal knowledge into a private chatbot your team can use to find answers faster.

Add an AI chatbot to your website that answers visitor questions from your website content, FAQs, documents, and selected business knowledge.

Extract useful data from PDFs, invoices, forms, and documents, then send it into spreadsheets, databases, or business tools.

Extract supplier names, invoice numbers, dates, totals, VAT, and line items from invoices into a spreadsheet, database, or workflow.

Analyze sales call transcripts to classify the opportunity, detect objections, summarize client needs, and prepare stronger arguments for the next follow-up.

Analyze incoming leads from forms, emails, or CRM entries, then score fit, summarize the opportunity, and suggest the next action.

Connect AI to a shared inbox and approved company knowledge so it can understand incoming emails, detect urgency, draft accurate replies, route messages, and trigger alerts for important cases.

Connect AI to the support team’s live chat so agents receive fast, short suggestions, useful answers, knowledge-base references, and warning signals while talking with customers.

Inspect business data and flag missing values, duplicates, inconsistent statuses, stale records, and suspicious patterns that may need cleanup.

Configure a private AI assistant around the client’s Odoo setup, custom fields, business rules, workflows, and reporting definitions so answers match how the company actually works.

For teams receiving many client requests, classify each request, detect missing information, prepare qualification questions, and draft the next reply before the team responds.

Build custom reports directly from your database using SQL, business rules, filters, and clean formatting.

Build a clean Google Sheets report connected to your business data, with formulas, formatting, filters, and management-ready views.

Automate recurring Google Sheets reports by pulling data, cleaning it, formatting it, and refreshing it on a schedule.

Build a Notion reporting workspace that organizes business data, KPIs, tasks, clients, projects, or operations into clear views.

Build a private dashboard connected to your business data, so managers can filter, search, and review updated reports without touching the database.

Build a reporting tool where approved users can choose metrics, filters, groups, date ranges, and views to create their own business reports without writing SQL.

Build a focused dashboard for the company’s most important numbers, with trends, filters, and views adapted to how the business measures performance.

Pull data from APIs, CRMs, ERPs, SaaS tools, or exports and turn it into scheduled reports or dashboards.

Combine data from different tools, spreadsheets, databases, or exports into one reporting view for clearer business decisions.

Create a clear report from CRM data to track leads, opportunities, follow-ups, conversion, lost deals, and sales pipeline health.

Keep important data synchronized between tools such as CRMs, spreadsheets, databases, Odoo, Notion, Airtable, or internal apps.

Move business data from one platform to another with mapping, cleanup, validation, test imports, and a safer migration process.

Clean messy business data by finding duplicates, missing fields, inconsistent formats, outdated records, and import problems.

Turn important spreadsheets into a cleaner database-backed system with structured fields, safer access, and better reporting.

Clear, automatic reports from your database — delivered to your team on a schedule.

Build custom Odoo reports around the company's sales, invoices, customers, products, stock, projects, or operations.

Create a recurring Odoo report that flags overdue invoices, stale quotations, delivered-not-invoiced orders, inactive customers, and unusual business signals.

Build a focused dashboard for Odoo KPIs such as revenue, unpaid invoices, quotations, customers, products, stock, CRM activity, or operations.

Deploy Odoo on a secure VPS with PostgreSQL, reverse proxy, SSL, backups, and basic production hardening.

Review an existing Odoo server for common hosting, access, backup, SSL, firewall, and configuration risks.

Harden an existing self-hosted Odoo VPS after review, with safer SSH, firewall, SSL, reverse proxy, backups, permissions, updates, and basic monitoring checks.

Set up safer Odoo database and file backups, plus restore checks, so the business is not relying on hope.

Set up a client-hosted watcher script for a self-hosted Odoo VPS, with automatic alerts when important uptime, backup, SSL, disk, memory, service, or suspicious-access signals are detected.

Plan and execute an Odoo version upgrade with backup, staging test, module review, issue fixing, and production upgrade support.

Update custom Odoo modules so they work on a newer Odoo version, with code review, testing, and compatibility fixes.

Move business data into or out of Odoo with field mapping, cleanup, validation, test imports, and safer cutover planning.

Move Odoo between hosting environments, such as VPS, on-premise, Odoo.sh, or another server, with backup and restore planning.

Build a scoped custom Odoo module for a specific workflow, field, automation, report, or business process.

Add or adjust Odoo fields, forms, lists, filters, menus, and views so the interface better matches how the team works.

Automate repetitive Odoo actions such as status updates, reminders, approvals, notifications, or internal processes.

Connect Odoo with external tools, APIs, websites, CRMs, spreadsheets, or internal systems.

Ongoing technical support for small fixes, reporting changes, monitoring, user questions, and practical Odoo improvements.

Review Odoo users, access rights, archived records, duplicate records, menus, apps, and configuration issues.

Review slow Odoo pages, heavy reports, database size, server resources, and obvious bottlenecks before planning improvements.

Investigate broken Odoo flows, failed modules, error screens, bad configuration, or urgent operational issues.

Configure Odoo AI reporting around your company’s custom fields, workflows, business rules, and reporting definitions.

Capture leads from forms, emails, ads, spreadsheets, or websites, then route them to the right place with follow-up reminders or notifications.

Automate CRM updates, follow-ups, reminders, task creation, deal stages, and sales notifications.

Turn incoming quote requests into structured tasks, collect missing information, notify the right person, and prepare reply drafts.

Automatically collect data, prepare recurring reports, and send them by email, Slack, Telegram, or dashboard on a schedule.

Send alerts when important business events happen, such as unpaid invoices, low stock, failed payments, new leads, overdue tasks, website issues, or abnormal activity.

Monitor public or approved competitor pages for price, stock, availability, product, or offer changes, then send alerts when important differences are detected.

Collect public company information from approved directories or public sources, then organize leads by category, location, website, phone, contact page, and outreach status.

Build a repeatable B2B lead generation system that finds target companies from approved public or licensed sources, enriches and validates useful business contact data, scores opportunities, and sends qualified leads into your CRM or sales workflow.

Monitor selected public pages for important changes such as new tenders, RFPs, job posts, announcements, product launches, news mentions, or competitor updates.

Compare products, listings, or public offers across selected sources, detect likely matches, track price gaps, and prepare review lists for buying, resale, or pricing decisions.

Turn audio or video files into transcripts, summaries, meeting briefs, social posts, blog drafts, action items, or other structured content formats.

Extract key information from invoices, forms, contracts, PDFs, or emails, then send the data to spreadsheets, CRM, ERP, or internal tools.

Automate admin and accounting workflows such as invoice reminders, payment follow-ups, receipt collection, reconciliation preparation, or finance notifications.

Automate HR workflows such as candidate tracking, onboarding tasks, document collection, reminders, employee requests, and internal notifications.

Connect tools so records move automatically between CRM, forms, spreadsheets, ERP, email, support tools, and internal systems.

Automatically create tasks, assign owners, send reminders, update statuses, and keep teams aligned across tools.

Route support requests, create tickets, detect urgency, send internal alerts, draft replies, and keep customer conversations organized.

Automate a repetitive business process after discovery, using the right platform for the workflow, data, privacy, and hosting needs.

Add AI-assisted steps to a business workflow, such as classification, extraction, summarization, drafting, lead scoring, or routing, with human approval where needed.

Build a custom web application around a specific business process, with users, permissions, data, dashboards, forms, and internal workflows.

Build a private dashboard to manage records, users, operations, approvals, reports, alerts, and business data.

Build a secure portal where teams can search, filter, view, export, and understand business data without touching the database.

Build a private client portal where customers can log in, view documents, requests, reports, invoices, project status, support updates, and securely share access details when needed.

Build a partner, affiliate, reseller, or agent portal to manage leads, statuses, resources, documents, commissions, and communication.

Build the first usable version of a SaaS product with authentication, database, dashboard, admin area, core workflow, and production deployment.

Build a lightweight custom CRM or operations app when off-the-shelf tools do not match the company's workflow.

Build a structured product or service catalogue where prospects can browse offers, request quotes, submit requirements, and trigger follow-up workflows.

Build a business website or campaign page connected to CRM, notifications, follow-up automation, AI intake, reporting, or internal tasks.

Set up or improve an Odoo website, shop, product pages, forms, customer portal links, and lead capture flows connected to Odoo.

Build a web interface where users can interact with business data, documents, or workflows through AI-assisted search, summaries, forms, or guided actions.

Build a portal for support requests, internal helpdesk flows, customer cases, document exchange, and status tracking.

Review the company's tools, workflows, spreadsheets, reports, automations, technical setup, integrations, hosting risks, and pain points, then identify practical improvements and what to fix first.

Find repetitive manual tasks, missed follow-ups, duplicate data entry, report work, and workflows that could be automated.

Review documents, data, workflows, permissions, and use cases to decide where AI can help safely and where it should not be used yet.

Review where business numbers come from, which reports are trusted, which reports are manual, and what data must be cleaned, connected, or validated.

Review the CRM setup, fields, stages, duplicates, statuses, follow-up rules, reports, automations, and integration gaps, then identify practical cleanup improvements.

Turn a messy project idea into a clear technical roadmap with scope, phases, risks, quick wins, budget ranges, and what to build first.

Book a free first conversation to discuss a potential AI, automation, Odoo, app, reporting, or systems project and decide the best next step.

Get help understanding, debugging, improving, or learning Make.com scenarios and automation workflows.

Get help understanding, improving, or learning Retool apps, internal tools, queries, components, permissions, and workflow logic.

Get help reviewing, improving, or learning Google Sheets reports, formulas, automations, imports, and lightweight business workflows.

Request a paid technical investigation for a broken workflow, failed automation, app issue, integration problem, or unclear system behavior.

Continue with paid support after the included support period for a STYD-delivered project, covering small fixes, questions, maintenance, and agreed improvements related to that work.