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Automations and Email Templates

Overview

Automation improves response time and consistency.

Purpose & Use Case

  • Assign leads
  • Send follow-up communications

How It Works in Odoo

Automations are configured using rules and templates.

Limitations

Complex automation logic may impact performance.

When to Consider Professional Assistance

Advanced automation often requires professional oversight.

<p>Related: <a href="/forum/community-help-3/understanding-odoo-performance-fundamentals-14">Understanding Odoo Performance Fundamentals</a>, <a href="/forum/community-help-3/monitoring-and-performance-diagnostics-149">Monitoring and Performance Diagnostics</a>.</p>
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