In today’s fast-paced business environment, regardless of your industry, time is your most valuable asset. Yet, teams often find themselves bogged down by repetitive manual tasks—sending update emails, assigning follow-up activities, or manually checking record statuses.

At Aries Software, we believe your team should focus on high-impact, strategic work, not administrative bottlenecks. That’s why we are thrilled to announce our latest release: the Visual Workflow Builder for Odoo.

What is the Visual Workflow Builder?

The Visual Workflow Builder is a powerful, no-code automation engine designed to work seamlessly within Odoo. It allows you to design, build, and deploy custom automated processes using an intuitive drag-and-drop canvas.

Whether you are managing a manufacturing floor, running a bustling e-commerce storefront, or coordinating a busy customer support helpdesk, this tool gives you the power to automate your unique business processes effortlessly.

Key Features that Drive Efficiency

We’ve packed the Visual Workflow Builder with a robust set of node-based tools to handle everything from simple notifications to complex, multi-step business logic:

• Flexible Triggers: Start your workflows exactly when they need to run. Trigger automations when a Record is Created, a Field is Changed, or a Stage is Changed. You can also run processes on a Schedule, trigger them Manually, or catch incoming Webhooks from external systems.
• Smart Logic & Routing: Build intelligent paths using If/Else, Switch, and Loop logic nodes. Your workflows can dynamically adapt and route data based on the specific conditions of your records.
• Comprehensive Actions: Automate the heavy lifting. Configure the builder to autonomously Update Records, Create New Records, Send Emails, Post Messages to the Chatter, Create Activities for your team, or send outgoing Webhooks to integrate with third-party applications.
• Advanced Flow Control: Need a pause? Use the Wait / Delay node to hold actions for a specific timeframe, or insert a Human Task when a manager's manual approval is required before the workflow can proceed.

Built for Every Industry

Because the Visual Workflow Builder connects directly to your Odoo database, its applications are practically limitless:

• Sales & CRM: Automatically loop through new leads, assign follow-up activities to sales reps based on territory sizing (using Switch logic), and send automated welcome emails.
• Quality Management & Manufacturing: Trigger a workflow when a defect is logged. Automatically assign a Human Task for a physical inspection, and delay the next digital step until that approval is granted.
• HR & Operations: Automate employee onboarding by scheduling a sequence of record creations, IT access requests, and training email triggers spread over their first two weeks.

Automate with Clarity. Create with Vision.

Stop letting complex workflows live only in your team's heads or in static SOP documents. By visualizing your processes directly on a digital canvas, you can easily spot inefficiencies, ensure standard procedures are flawlessly executed, and dramatically reduce human error.

Ready to transform how your business operates and reclaim your team's time?