You have Dolibarr running on your own server, and in the Open WebUI chat there is an agent that can read its files, query the database, and run commands. Most owners start with the everyday jobs — the ones they used to click through menus for. Here are ten you can simply type.
1. Start the day with a one-screen digest
Dolibarr spreads your work across modules: open quotes in the proposals, unpaid invoices in the billing, draft orders, agenda events. The agent can read all of it straight from the database and hand you one summary instead of six tabs. Ask: “Every morning, show me a digest: open quotes, invoices unpaid more than 14 days, and today’s agenda events.”
That is faster than clicking through the menus with a coffee in hand. Once the digest looks right, have the agent save it as a small script on cron so it is waiting in your inbox before you sit down.
2. Turn a phone call into a quote
When a customer calls with a request, describe the deal in the chat. The agent creates the third party if it is new, then drafts a commercial proposal with your products, quantities, and prices already filled in. Try: “Create a quote for a new customer, Hai Minh Trading: 20 sticker rolls ref STK-20 at 45,000 each, valid 30 days.”
You open the draft in the browser, tweak if needed, and hit send. If the items are already in your catalog, it pulls the real prices and descriptions, so typos do not sneak into line items. The agent did the typing; you kept the customer.
3. Chase overdue invoices
The unpaid-invoice list is fine, but the agent can cut it any way you ask: by age, by amount, by salesperson, by customer. It can also draft reminder emails that use your own templates. Ask: “List customer invoices unpaid for over 30 days with amounts and main contact emails, oldest first.”
Review the list, tell it which reminders to send, and it logs each one against the invoice. That paper trail matters when a dispute arrives months later and nobody remembers what was promised. Honest note: keep a human confirming sends until you trust the drafts.
4. Record a payment against the right invoice
A bank transfer arrives and now comes the clicking. Give the agent the amount, the date, and the customer, and it finds the open invoice, creates the payment entry, and marks the invoice paid if the amount covers it. Say: “Log a 12,500,000 transfer received today against An Phat’s oldest open invoice.”
Partial payments work too — it applies what arrived and leaves the remainder open. This one saves real time at month-end.
5. Bulk-update prices and stock
A price rise across a category, a supplier cost change you want to pass on, a physical recount of a shelf — all of these are careful database work the agent can do. Ask: “Raise all products in the Ceramics category by 6% and show me a before-and-after table before saving.”
Always ask for the preview first. A mass update without a where-clause is a bad day, and a good agent shows you the diff before it commits anything. The same care applies to stock corrections after a physical count — show me the adjustments, then apply them.
6. Onboard a new member
If you run the members module, every signup means typing: create the adherent, set the member type, record the subscription, issue the invoice. The agent does the whole chain. Try: “Register a new member, Nguyen Van Tu, individual type, 12-month subscription starting today, and generate the membership invoice.”
It also handles the follow-ups, like listing members whose subscription lapsed last month with the renewal price attached. If your association issues receipts, it can generate those too, so the member’s file is complete in one pass.
7. Ask your numbers plain questions
Which products made the most money last quarter? Which regular customers went quiet? Which quotes expire this week? These are SQL questions, and your agent speaks SQL. Ask: “Top ten products by revenue last quarter, plus customers with no order in 90 days.”
You get an answer in seconds and can keep asking follow-ups in plain language instead of learning the report builder. The same questions work on demand, so you do not have to wait for the quarterly report to notice a customer going quiet.
8. Prep the till before opening
TakePOS days go better when stock is right before the first sale. Have the agent check fast movers against current stock and flag anything under its alert point. Say: “Before we open, show me POS-tracked products with stock under 10 units and their reorder points.”
It can also pull yesterday’s card-versus-cash split so you know what the drawer should hold. Small ritual, fewer surprises at noon.
9. Clean up third-party records
After a few years every CRM has duplicates and ghosts. The agent can find look-alike companies, third parties with no activity in two years, and contacts missing email addresses. Ask: “Find third parties that look like duplicates by name and propose merges — do not merge anything yet.”
Let it propose and you decide. Ask for the worst offenders first — twenty rows is easy to eyeball, two hundred is not. Cleaning data is tedious for a human and cheap for an agent, which is exactly the right split of labor.
10. Add a user with the right permissions
New hire? The agent creates the Dolibarr user, attaches them to the right group, and limits them to the modules they need — nothing more. Say: “Create a login for our new sales rep Lan: customers, quotes, orders, and the agenda only — no accounting.”
It can also audit the existing roster: who holds admin rights, who never logged in, and report back in plain words. Offboarding works too — suspend a former employee’s login on their last day instead of finding it during the next audit.
None of this needs you to learn Dolibarr’s table names or menu tree. You describe the job, the agent does the clicking, and you stay in charge of the decisions. Start with one daily task and see how it feels after a week.
Ready when you are: Dolibarr on OpenSysLab.
