Single tasks save minutes. Chained workflows save hours, because they connect Dolibarr’s modules so nothing falls between them. Here are ten automations your agent can build, test with you, and then run quietly in the background.

1. A signed quote becomes an invoice, then an email

When a commercial proposal is signed, someone has to generate the invoice and send it — a step that often waits until someone remembers. The agent writes a small script against Dolibarr’s REST API or a cron job that watches for signed proposals, creates the invoice from them, attaches the PDF, and emails the customer’s main contact. Say: “When a quote is marked signed, generate the invoice from it and email the PDF to the customer’s main contact.”

Test it on one real quote first. Signed proposals often sit for days before anyone notices; the script closes that gap entirely. Once a week of sends goes by without mistakes, let it run unsupervised.

2. Low stock drafts its own supplier orders

Stockouts are the most avoidable problem in a small shop. The agent compares stock levels against each product’s reorder point on a schedule, groups the shortages by preferred supplier, and drafts supplier orders. Ask: “Every Monday morning, draft supplier orders for anything below its reorder point, one order per supplier, and ping me to review.”

You still approve the drafts — supplier prices and minimum order quantities need a human eye. It can also flag products with no movement in ninety days, so dead stock gets your attention before the next order. But the hunting and grouping is done before your coffee cools.

3. A dunning ladder for late payers

One reminder email is polite; a ladder is effective. The agent builds a three-step sequence: a friendly note at 7 days overdue, a firmer one mentioning late fees at 21, and a task assigned to you at 35. Try: “Set up a dunning ladder: 7 days late sends a polite reminder, 21 days sends a firm one mentioning late fees, 35 days opens a task for me.”

Each email uses your templates and is logged on the invoice, so the history is visible. You get a weekly summary instead of a daily chore.

4. Membership renewals run themselves

With the members module, renewal season is a spreadsheet nightmare. The agent finds members whose subscription ends in the next 30 days, emails them a renewal notice, and creates subscription invoices for those who pay. Ask: “Each month, find members whose subscription ends within 30 days, send the renewal email, and create subscription invoices as payments come in.”

It also reports who was reminded and who went quiet, so follow-up calls are targeted. Donation-based organizations can run the same pattern on the donations module.

5. Ticket to intervention to invoice

Service businesses live in that chain: a ticket arrives, an intervention is scheduled, the work is done, an invoice follows. The agent wires the hand-offs — create the intervention card from the ticket with the planned date copied, notify the technician, and draft the invoice when the work is marked done. Say: “When a ticket about on-site work is assigned, create the intervention card with the planned date, and draft the invoice when it’s done.”

That removes the copy-paste between three screens and the invoices that were never billed. Every step is logged on the objects, so a billing question six months later has a clear answer.

6. POS day-close without the arithmetic

TakePOS cash sessions need reconciling: counted cash versus system, card settlements, refunds. The agent pulls the day’s POS movements, compares them with your counted amounts, and emails a close-out summary. Try: “Every evening at closing, pull today’s TakePOS takings, compare cash counted versus expected, flag differences over 50,000, and email me the summary.”

Discrepancies get flagged the same day, while the till is still fresh in someone’s memory. Waiting a week turns small mistakes into archaeology.

7. Donation receipts, monthly

If you collect donations, receipt generation is pure administration. A monthly run finds validated donations without a receipt, generates the receipt PDFs, and emails them to donors. Ask: “At month end, find donations from this month, generate the receipt PDFs, and email them to donors.”

Have it keep a small log of what was sent so your auditor can check later. Receipts stop being the task that slips to the 15th.

8. A new customer gets a proper onboarding

When a prospect becomes a customer — the status flips on the third party — several things should happen: categories get applied, a default project is created, the welcome email goes out. The agent chains them. Say: “When a third party’s customer status is set, add our Retail category, create a project named after them, and send the welcome email template.”

The same pattern works for supplier onboarding with different steps. Consistent onboarding is mostly about not forgetting steps, which is exactly what a script is good at.

9. The weekly KPI email

Dolibarr runs scheduled tasks through its cron list, and the agent can add one that queries invoice totals, new third parties, open tickets, and stock value, then emails you a tidy summary every Friday. Ask: “Add a cron job that every Friday emails me revenue this week, unpaid total, new customers, and the ten oldest open quotes.”

Plain numbers in your inbox beat a dashboard you have to remember to open. Because it runs through Dolibarr’s own scheduled-task list, you can see and pause the job from the admin interface. You can iterate on the metrics as your questions change.

10. Email straight into Dolibarr

The email collector module turns inbound mail into records — tickets, leads, even draft records matched to a third party. The agent configures the collector mailbox, the rules, and what gets created where. Try: “Set up the email collector so mail to orders@myshop.example becomes a customer order draft with the sender matched to a third party.”

Supplier invoices arriving by email can take a similar route into draft supplier bills. Your inbox stops being the company’s to-do list.

Pick one workflow, run it in the open for a week, then let it work quietly. Automation in Dolibarr is a stack of small, boring scripts — exactly what an agent writes well, and easy to audit later.

Ready when you are: Dolibarr on OpenSysLab.