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An AI digital employee that reads your Odoo and briefs you on WhatsApp

A management assistant built to send directors a 07:00 briefing from your Odoo books, raise alerts you didn't have to ask for, answer questions in English or Swahili, and carry out low-risk tasks once you confirm.

What changes

  • Directors start the day knowing yesterday's sales, the cash received and who owes what.
  • Overdue invoices, large expenses and big orders are flagged without anyone having to look.
  • Questions such as "who owes us the most?" are answered from the books, not from memory.
  • Follow-ups are created in Odoo from a WhatsApp message, after you confirm them.
  • Nobody builds the same management summary by hand every morning.
Three people at a meeting table look at a task list on a laptop, with printed charts and notebooks in front of them

What’s included

  • A daily WhatsApp briefing at the time you choose
  • Sales, quotes, uninvoiced orders, invoices, payments, receivables ageing and expenses
  • Alerts with thresholds you set, for example for large expenses or orders
  • Plain-language questions answered from Odoo, in English or Swahili
  • Low-risk actions, such as creating follow-ups, only after a person confirms
  • Role-based access, so each person sees only what their role allows
  • An audit log of every question, answer and action
  • An off switch in Odoo, plus a read-only mode that disables all actions

How it runs

  1. Step 1

    Data review

    We review your Odoo data first, so the assistant only reports on what your system really records. Gaps come with a list of fixes.

  2. Step 2

    Design the briefing

    You choose the figures, the alerts, the thresholds and who receives what.

  3. Step 3

    Build and reconcile

    We build on a safe copy of your database and test that every briefing figure matches Odoo's own reports before anyone relies on it.

  4. Step 4

    Pilot

    One director first, then the full team, measured against a baseline we record before launch.

  5. Step 5

    Run

    Managed monthly: monitoring, tuning and new questions as your business changes.

This page explains how we implement one digital employee, the executive assistant, on Odoo. It is one role of AI Digital Employees, our product for governed AI workers in sales, collections, support, reception and the back office.

The trouble with management reports

In most growing businesses, directors get their numbers late. You ask the accountant, wait for a spreadsheet, and by the time it arrives the overdue invoice is a week older. The information is all in Odoo. Getting it out takes someone’s time.

A morning briefing from your own books

Every morning, at 07:00 or a time you choose, each director can receive a WhatsApp message covering:

  • yesterday’s new quotes and confirmed orders, and quotes still waiting for a reply after two days;
  • confirmed orders not yet invoiced, with the oldest at the top;
  • invoices posted and payments received yesterday, by bank account, mobile money or cash;
  • total receivables by age (not yet due, 1–30, 31–60, 61–90 and over 90 days), with your largest debtors;
  • month-to-date sales and expenses against the same days of last month.

Every briefing states the time its figures were taken.

Alerts you didn’t have to ask for

Set your thresholds once. For example: an invoice passing 60 days overdue, an expense above KES 50,000 or an order above KES 200,000. The assistant tells the right people when it happens, and each alert fires only once.

Ask in plain language

Ask “Who owes us the most?”, “How are sales this month against last month?” or “Nani hajalipa invoice ya mwezi uliopita?” The answer comes from Odoo, in the language you asked in. Ask it to create a follow-up on an overdue invoice and it will show you exactly what it is about to do, then wait for your “yes” or “ndiyo”.

Safe by design

  • Permissions in the tools. A tool your role can’t use is never offered to the AI.
  • People confirm every change. The assistant carries out the stored action exactly as you approved it, and nothing else.
  • No invented figures. If no tool answers the question, the assistant says so.
  • A full audit log and an off switch. Turn off one rule in Odoo and the assistant stops at once.

Where it goes next

Once your operations data lives in Odoo, such as job schedules, attendance and complaints, the same assistant can brief supervisors on their own jobs and flag missed jobs or short-staffed crews. Our Odoo ERP service can help put that data in place.

Common questions

What is an AI executive assistant?

A software assistant with a defined job: here, keeping management informed from your Odoo data. It works through WhatsApp, follows the permissions you set, and never acts on money or records without a person's confirmation. It doesn't replace your staff. It does the reporting and checking they don't have time for.

Can it change data in Odoo?

Only through actions you have agreed are low-risk, such as creating a follow-up task. It proposes the action, you reply to confirm, and it carries out exactly that action. It cannot approve, invoice, delete or change settings.

Will it make up numbers?

The AI does not produce the figures. Code pulls every figure from Odoo, and the AI only turns them into readable text. Before launch we reconcile the briefing against Odoo's own reports. If Odoo can't be reached, the assistant says so instead of guessing.

Who can see what?

Access follows roles held in your own Odoo. Directors can see everything, and a manager can be limited to their own area. Permissions are enforced in the system's tools, not by asking the AI to behave, and messages from unknown numbers never reach the assistant.

Which AI model does it use, and is our data used for training?

We build on leading models such as Anthropic's Claude, used through their APIs, and the model provider is a configuration choice. Anthropic does not train on API data by default, and we check the data terms of any provider before it is used. We send the model only what each question needs, and we help you update staff and customer privacy notices to cover this processing under Kenya's Data Protection Act 2019.

Do we need Odoo?

Yes. This service is built to read from and write to Odoo, including Odoo 20. If you run another ERP, talk to us about a custom build instead.

How is it priced?

The scope varies with the number of people, the data covered and the alerts you need, so we quote after a free audit. You get a written quote showing setup and monthly costs before any work starts.

Find out what your systems could run on their own

Start with a free 30-minute automation audit. We look at how your team works across WhatsApp, M-Pesa and other mobile money, your bank, Odoo and eTIMS, and you leave with a one-page map of what to automate first.