Do you want to connect Jamy.ai with Odoo and automate your meetings? Here’s everything you need to know:

• What is Jamy.ai? A virtual assistant that records meetings, generates summaries, and assigns tasks automatically. Ideal for teams working in multiple languages.

• Advantages of integration with Odoo:

  • Task automation directly in Odoo.

  • Meeting reports generated and sent automatically.

  • Real-time synchronization without manual data entry.

• Basic requirements:

  • Jamy.ai Premium Plan (39 €/month per user).

  • Odoo in Enterprise or Community version with developer permissions.

  • Optional: tools like Zapier or Make for no-code integrations.

• How it works: Use webhooks to send meeting data from Jamy.ai to Odoo, allowing the creation of tasks, project updates, and more.

Ready to get started? Keep reading for the step-by-step guide and practical tips.

Configuration Requirements

To connect Jamy.ai with Odoo, you need some key elements and specific configurations to ensure everything works smoothly.

Necessary Tools and Access

Here’s what you need:

Jamy.ai requires the Premium plan to use features like webhooks and custom integrations. Meanwhile, Odoo needs developer permissions to configure the API endpoints.

Next, we explain how webhooks facilitate this integration.

Basics of Webhooks

Webhooks are essential for Jamy.ai and Odoo to communicate. They function as automatic notifications triggered by certain events during meetings. Some examples:

• Completion of a meeting.

• Generation of a summary.

• Identification of tasks.

Thanks to the flexible webhook setup in Jamy.ai, you can send information to Odoo at key moments, allowing for process automation and data synchronization.

It is crucial to ensure that your company's firewall allows incoming connections from Jamy.ai servers. Also, configure the Odoo server to securely receive and manage these requests.

Integration Steps with Zapier

Connect Jamy.ai and Odoo without writing code using Zapier.

Setting Up Your Zapier Account

1. Create your account on Zapier and select a plan that allows multi-step automations and real-time updates.

2. Activate the required connectors:

Connect Jamy.ai with Odoo

1. Set up the Jamy.ai trigger: From Jamy.ai Premium, activate the Webhooks (Settings > Integrations) and copy the URL provided by Zapier.

2. Define the actions in Odoo: Set up the actions in Odoo, map the necessary fields, and perform tests with sample data to ensure everything works correctly.

3. Adjust data transformation: Set rules for formatting, organize tasks, and assign tags or categories as needed.

To enhance performance, configure these key events:

Before proceeding with other integrations, conduct real tests to verify that data transfer works correctly. Once you have validated the integration with Zapier, consider exploring a direct connection using Odoo's API in the next section.

Direct Integration with Odoo

Connect Jamy.ai directly with Odoo by configuring the Odoo API and Jamy.ai webhooks. This approach offers more control and customization options compared to tools like Zapier.

Setting Up the Odoo API

Follow these steps to configure access to the Odoo API:

1. Access the Odoo admin panel.

2. Enable developer mode.

3. Configure the following parameters:

   • API Key and permissions: Define the permissions necessary for integration.

   • Allowed access routes: Specify the routes that Jamy.ai can use.

Webhook Configuration in Jamy.ai

In the Premium version of Jamy.ai, configure the webhook as follows:

1. Go to Settings > Integrations in Jamy.ai.

2. Click on "Create New Webhook".

3. Configure the following parameters:

   • Odoo endpoint URL: Enter the URL where Odoo will receive the data.

   • Authentication method: Define the method used (e.g., Bearer Token).

   • Payload format: Specify the format of the data sent.

   • Trigger events: Select the events that will trigger the webhook.

Once these parameters are configured, you can proceed to develop the module in Odoo to manage the data coming from Jamy.ai.

Odoo Module Development

Below is a basic example of how to set up a controller in Odoo to process incoming data:

class JamyWebhookController(http.Controller):
    @http.route('/jamy/webhook', type='json', auth='public')
    def handle_webhook(self, **post):
        return {'status': 'success'}

Within the module, implement key functions to handle the data:

It is essential to conduct thorough testing before deploying the module in production. Start with a small dataset to ensure everything works correctly, and scale up the implementation according to specific needs.

Configuration and Tips

Once the connection is established, it’s important to adjust the data transfer and organization to ensure everything works smoothly.

Synchronization Parameters

Configure the following parameters to efficiently synchronize Jamy.ai with Odoo:

Additionally, set validation rules and ensure to align the required fields of Odoo with the Jamy.ai structure to avoid errors during the process.

Template Configuration

Once synchronization is optimized, customize templates to enhance data extraction and organization according to your needs.

Key fields you should configure:

• Unique identifiers for each meeting.

• Classification by meeting type.

• Tags for automatic categorization.

• Custom fields to capture specific information related to your business.

For example, if you work with sales meetings, include fields that are directly related to Odoo's CRM modules. This will make data extraction more precise and useful.

Common Issues and How to Resolve Them

Authentication Errors:

• Ensure that the authentication token is up to date.

• Verify that API permissions are properly configured.

• Check that the webhook URLs are accessible from your system.

Synchronization Issues:

• Check logs to identify possible failures.

• Verify that date and time formats are in the correct standard (24h format).

• Ensure that required fields are properly mapped between both platforms.

Managing Common Errors:

Regularly monitor logs and set up alerts to detect important events. It is also useful to maintain up-to-date documentation of custom configurations, which will facilitate problem-solving in the future.

Summary

Integrate Jamy.ai and Odoo to automate note and meeting management. By using webhooks and templates, you can establish a connection that enhances workflows and increases productivity.

Key elements for integration:

These elements are the foundation for achieving a seamless integration.

It is essential to plan in detail, defining clear objectives and specific configurations. Make sure to keep both Jamy.ai and Odoo updated and perform periodic tests to ensure that data synchronization works correctly.

Additionally, Jamy.ai offers specialized technical support to assist you with any issues that may arise during the integration. If you have the Premium plan, you will have access to webhooks and personalized technical assistance to facilitate the process.

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