skills.rest
Viindoo
ViindooOFFICIAL
Explore all skills by this author →
WebsiteGitHub

odoo-deal-followup

Analyze deal health and suggest follow-up actions with risk scores and email drafts.

7|4|Updated May 19, 2026
Search Tags:#email drafting#risk assessment#sales automation#CRM integration#deal follow-up
One-click install
npx skills add https://github.com/Viindoo/odoo-mcp-client --skill odoo-deal-followup
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: odoo-deal-followup
Source: https://github.com/Viindoo/odoo-mcp-client/tree/main/plugins/odoo-ai-agents/skills/odoo-deal-followup
Command: npx skills add https://github.com/Viindoo/odoo-mcp-client --skill odoo-deal-followup

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes scripts (resource) and references (resource) components.

What problem does it solve?

This Skill automates the process of analyzing deal health and generating follow-up actions and emails for sales professionals, saving time and reducing the risk of deals falling through due to missed follow-ups.

Core Features & Use Cases

  • Deal Health Analysis: Assess the status of a deal based on customer interaction, stage, and other factors.
  • Next-Best Action: Suggest the best course of action based on the deal's current state.
  • Email Drafting: Generate a draft follow-up email in the appropriate language, tailored to the customer's situation.
  • Use Case: For a sales rep working on a deal that has been inactive for over 30 days, the Skill can analyze the deal, suggest a follow-up email, and provide a risk score to indicate the urgency of the action.

Quick Start

Analyze the health of the deal with customer 'Customer A' and suggest a follow-up action.

Frequently Asked Questions about odoo-deal-followup

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate deal follow-up actions and email drafting?▼

Automate deal follow-up by analyzing deal health and customer interactions to generate risk scores and tailored follow-up email drafts. This assesses deal status based on various stages to suggest the next-best action for sales professionals.

How does deal health analysis work for inactive sales opportunities?▼

Deal health analysis evaluates customer interactions and deal stages to calculate a risk score. For an inactive opportunity, it assesses the current state and suggests the next-best action to prevent the deal from falling through.

Can I generate follow-up emails tailored to specific customer situations?▼

Generate tailored follow-up emails by analyzing the deal's context and customer interactions. The skill drafts an email in the appropriate language, customized to the customer's specific situation and the deal's current stage.

What CRM data is required to assess deal risk and suggest next-best actions?▼

Assessing deal risk and suggesting next-best actions requires access to CRM data and deal context. This includes customer interaction history, current deal stage, and other relevant factors to accurately evaluate deal health.

Does this sales automation tool work with different deal stages?▼

This sales automation handles various deal stages and customer interactions to provide risk scores and email drafts. It adapts its suggested follow-up actions based on the specific stage and current state of the deal.

Related Skills

Explore More Marketing & Sales Skills→
alludiumalludium

Pipeline Health & CRM Hygiene

Translate deal activity signals into pipeline stage recommendations and CRM patch suggestions.

Official
Advanced
hmzainjamilhmzainjamil
1

Pipedrive Automation

Automate Pipedrive CRM workflows by creating and updating deals, activities, and pipeline records.

Community
Advanced
clawpod-appclawpod-app
46

call-summary

Extract action items, draft follow-up emails, and generate internal summaries from call notes.

Community
Intermediate
propane-aipropane-ai
4

summarize-call

Generate structured summaries, action items, and follow-up emails from call notes.

Official
Intermediate