DATA & BI · CLONE SKILL

Odoo InsightsOdoo reporting answers in plain English, read-only

Odoo Insights is a Clone skill that answers questions from your Odoo data, such as open orders, billing by customer, P&L comparisons and reorder needs, without changing anything. Finance manager, operations manager and data analyst clones use it to get numbers without building reports. It requires an Odoo connection and works read-only, so your records stay untouched.

Odoo
Start freeBook a Demo

Show last month's billing by customer, top four.

Last month you billed $412K in total. These four customers make up just over half of it.

Billing by customer · last monthRead-only · Odoo
CustomerInvoicesBilled
Customer A12$74,300
Customer B8$58,900
Customer C15$51,200
Customer D6$29,800

Ask in plain words

No forms, no workflow builder. Ask your clone the way you'd ask a teammate.

“List today's open orders”
“Show last month's billing by customer”
“Compare this quarter's P&L to last year”
“See what needs reordering this week”

How it works

  1. 1

    Connect Odoo

    Link your Odoo instance. This skill only reads data, so your clone never edits a record through it.

  2. 2

    Ask a business question

    Ask about open orders, billing by customer, P&L against last year or what needs reordering.

  3. 3

    Get the answer

    Your clone replies with the numbers and a short table. Every query is logged.

Answers from Odoo without building or exporting a report Quarter-over-year P&L comparisons on request Reorder needs flagged before stock runs out

Clones that run Odoo Insights

Skills belong to roles. These clones put Odoo Insights to work as part of their job.

Rosalind KowalczykAI AP/AR Coordinator

Odoo Insights: questions

What is AI reporting on Odoo data?

It means you ask questions about your Odoo data in plain English and an AI answers them. With Clone, your clone looks up orders, billing, P&L and reorder needs and replies with the numbers.

Can Odoo Insights change my data?

No. It is read-only. Your clone only reads from Odoo to answer questions. For changes, use the separate Odoo Updates skill, which previews every edit for a person to confirm.

Do I need to connect Odoo?

Yes. Your clone queries the Odoo instance you connect, with the access you allow.

Which clones use Odoo Insights?

Finance manager, operations manager and data analyst clones use it most, for daily order checks, month-end billing and P&L reviews.

Related skills

Lead MetricsAnswers plain-language analytics questions about your Airtable leads table and returns HTML tables, text, or graphs.Google SheetsReads, writes, appends, formats, sorts, and cleans data in Google Sheets, and creates or manages spreadsheets and tabs.Microsoft ExcelCreates, edits, and analyzes Excel workbooks with modern formulas, multiple sheets, charts, tables, and rich formatting.SharePoint SearchAnswers questions about SharePoint lists and libraries without changing anything: searches, counts, groups, browses files, and reads version history.QuickBooksManages your QuickBooks Online company: invoices, payments, customers, vendors, and financial reports.Google FormsCreates and edits Google Forms and quizzes, retrieves responses, and sets up notifications for new submissions.

Put Odoo Insights to work.
Every plan starts with a free trial.

Start freeBrowse the skill library

Updated October 2026