Potential Use Cases for Confluence

Generate Newcomer Administrative Papers or Presale Proposals

Steps:

• create a blank Confluence Page Template
• fill up the Template with base text
• add the Employee Model to the Template
• add placeholders in the Template such as Employee Name, phone, email, address etc.
• save the Template
• create a new page using that Template
• pick the employee from the drop down in the top of the page
• it will fill out all the placeholders using the data Odoo of that employee

Potential Use Cases for Odoo

Include all related products in the next Marketing Campaign Plan

• create a Marketing Campaign in Odoo and add related Products to it
• when preparing your new Marketing Campaign in Confluence, select the Campaign and pick "all related products" =>  →  it will add the list of Products related to that the Campaign

Add Confluence-based User Manuals and Technical Specs to your Odoo Inventory items

• in Odoo, add Confluence Pages to your Inventory Items such as User Manuals and Technical Specs

Field Specific Potential Use Case ideas

CRM, Sales

• Collaborate in Confluence on quotes before sending out in Odoo 
• Prepare templates in Confluence, fill out for a Lead or Opportunity in Confluence, than link to Odoo record 
• Review and asses Leads in Confluence, link assessment to Odoo record
• Record meeting notes in Confluence, link them to Opportunities in Odoo
• Create fliers, brochures in Confluence, send them out in Odoo

Mass mailing

• Prepare newsletters and offerings in Confluence with your team, finalize and send out in Odoo

HR

• Prepare HR document templates in Confluence (see details above)
  •  Job Description
  • Compensation and Benefits Document
  • Vacation Request Form
  • Yearly Performance Review Template

  • Travel and Expenses Tracking Form

  • Worklog Form
  • Exit Policy Template
  • Training Request Form
• Fill out HR documents in Confluence and link to Odoo HR records

Invoicing

• Collaborate on templates for fullfilment
• Prepare records of fullfilment for invoices in Confluence

Project

• Meeting notes, documentation in Confluence, link to Odoo project task (See Follow up Confluence Meeting Notes)

MRP (Manufacturing)

• Product documentation, processes, etc. in Confluence, link to Manufacturing Orders

Purchase

• Prepare detailed RfQs in Confluence, send them out in Odoo

Any new ideas? Send us an email to info@meta-inf.hu with subject: "Connector Use Case Idea".