Your Odoo server ships with an agent that can read your database, run commands, and restart services. That makes it good at the small operational jobs that pile up during a normal week: too fiddly to do yourself, too small to brief anyone on. Here are ten everyday jobs you can delegate, each with a phrase you can type as-is into the chat.

1. Sweep overdue invoices and set follow-ups

Chasing payments is the job everyone postpones. Ask the agent to pull every unpaid invoice past its due date, oldest first, with customer, salesperson, and amount, and to create a follow-up activity on each account so the chasing happens inside Odoo instead of a side spreadsheet. You get a call list ranked by who owes the most and has owed it longest. Try: “List all invoices more than 14 days overdue, oldest first, and create a follow-up activity for the salesperson on each one.” The agent queries the posted invoices and drafts the activities; you still approve the actual reminder emails.

2. Start the day with a morning brief

Instead of clicking through five apps before coffee, have one email waiting for you. The agent can build a scheduled job that summarizes yesterday’s confirmed sales orders, payments received, new leads, and any delivery that failed or got stuck. Once it runs reliably, you stop opening dashboards to find out what happened and only open them to dig into something odd. Say: “Every weekday at 8am, email me yesterday’s confirmed orders, payments received, new leads, and any deliveries still not done.” Ask it to show you the query and the first test email before switching it on.

3. Clear out dead quotations

Old open quotations poison your pipeline numbers and make reports look busier than the business is. The agent can find quotations sent more than 30 days ago with no customer reply, cancel them so the pipeline reflects reality, and notify each salesperson with a list of what was closed and why. If one of those quotes is actually alive, the salesperson revives it in a click. Try: “Cancel every quotation sent over 30 days ago with no reply, and email each salesperson a summary of what got cancelled.”

4. Update prices from a supplier sheet

Supplier price lists arrive as spreadsheets, and typing them in by hand is how margin errors happen. Hand the file to the agent and describe the rule: match products by internal reference or barcode, update the cost, and recompute sale prices with your markup. It reports how many matched, how many it could not find, and shows a sample before it touches anything. “Here’s our new supplier price list. Match by internal reference, update cost prices, and set sale price to cost plus 30% rounded up to the next dollar.” Review the sample, then let it run.

5. Reconcile the bank feed

Monthly reconciliation is hours of eyeballing. Export the bank statement as CSV, upload it, and let the agent match lines to open invoices, payments, and known vendors using reconciliation rules, then flag whatever it cannot match for your decision. What used to be an afternoon becomes ten minutes of reviewing a short exception list. Say: “Import this bank statement CSV, match the lines to open invoices and payments, and give me a list of anything unmatched with your best guess for each.”

6. Fix reordering rules before stock runs out

Odoo can order stock for you, but only if your reordering rules hold real numbers, and they drift over time. Have the agent audit every product with a vendor: compare forecasted quantity against lead time and recent sales velocity, then create or fix reordering rules so the minimum covers the gap. It can draft the purchase orders for your approval instead of leaving stock decisions to memory. Try: “Find every product whose forecasted stock goes below zero in the next 14 days and create reordering rules with a minimum of two weeks of average sales.”

7. Run the month-end checklist

Closing a month in Odoo means a dozen small verifications: no unposted entries in the closed period, no unbalanced journal moves, no draft invoices sitting forgotten, tax reports matching the ledger. The agent can run that list every month end and hand you a short pass-or-fail report instead of you remembering each step. Say: “Run the month-end checklist: check for unposted entries in the period that just closed, find unbalanced journal moves, and list draft invoices older than a week.” Where something fails, ask it to open the exact records.

8. Onboard a new employee end to end

A new hire touches a surprising number of records: employee file, department, internal user account, access groups, email signature, maybe equipment. The agent can create all of it in one pass and show you the login it set up before the person starts. That is an hour of admin reduced to a review. Try: “Create an employee record for Sam Carter starting Monday in the warehouse team, give him an internal user with inventory access, and set a standard email signature.” Add “duplicate the setup from an existing warehouse employee” if you want the permissions to match a real colleague.

9. Prep and process a stock take

Cycle counts live or die on logistics: someone has to generate the sheet, someone counts, someone types results back in. The agent can generate a count sheet for chosen locations, you or your team count with a barcode scanner or on paper, and you paste the numbers back as CSV for it to apply as inventory adjustments with a full audit trail. Say: “Generate a cycle-count sheet for locations A1 to A10 in the main warehouse, and when I send the counts back as CSV, apply them as draft inventory adjustments grouped by location.” You stay the one pressing validate.

10. Hand over cleanly when someone leaves

When a person leaves, their open leads, running activities, draft documents, and user account all need a new owner, usually by Friday. The agent can reassign everything in one sweep and deactivate the account, instead of you clicking through a hundred records under time pressure. It also gives you a list of what moved, which is useful when the departing person asks later. Try: “Reassign all open leads, activities, and draft quotations from Priya to Marcus, then deactivate her user at 5pm Friday and show me a summary of what moved.”

See it in action

Official walkthroughs from the Odoo team:

Worth a watch next:

• When Intelligence Becomes Free: Lessons from Letting AI Operate Odoo Across 60+ Modules — a team handing everyday operation of every Odoo app to AI, exactly the delegation this list is about
• Stop Writing AI Prompts by Hand: Building a Self-Fixing Native AI Loop in Odoo 19 — shows the Odoo 19 agent improving its own prompts, one level up from the one-off jobs above

None of these need custom code, and none take longer than an afternoon to set up. The agent does the work, shows you what it changed, and keeps a record you can audit. The Odoo Vibe-Coding platform on OpenSysLab arrives with Odoo 19 and the agent ready — pick the job that wastes the most of your time this week and hand it over.