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SAM AI Workflows Base

SAM AI Workflows Base

Technical Name: ai_sam_workflows_base
Version: 18.0.1.9.3

SAM AI - Workflow Automation & N8N Integration (Data Layer)

Description

SAM AI Workflows - Data Layer

This module contains workflow automation models and N8N integration.

Models:
- Canvas: N8N-compatible workflow definitions (core model)
- Workflow executions tracking
- N8N dynamic menus
- N8N import wizard
- N8N menu debug tools
- N8N node categories
- Automator configuration

NOTE: Workflow templates extracted to ai_sam_workflows_templates module (2024-12-19)

Architecture:
Pure data module (models only, no UI).
UI layer should be in ai_sam or separate UI module.

Dependencies:
- ai_sam_base: Core SAM AI foundation

Module Details

SAM AI Workflows Base

Workflow automation & N8N integration - Data layer Version 1.0.2

What is SAM AI Workflows Base?

SAM AI Workflows Base is the data persistence layer for SAM AI's workflow automation system,
providing seamless N8N integration and visual workflow building capabilities.

Key Features: **
- N8N Compatible - Full import/export support for N8N workflows
- Visual Workflow Builder - Drag-and-drop canvas interface
- 195+ Node Types - Triggers, actions, logic, and data transformation
- Multi-API Integration - OpenAI, Slack, GitHub, and 10+ services
- Template Marketplace - Share and reuse workflows
- Execution Tracking **- Complete audit trail and logs

Module Statistics 15 Data Models 195+ Node Types 45+ RPC Methods 14+ API Integrations

Core Capabilities 🔄

Workflow Automation

Build complex automation workflows using visual drag-and-drop canvas.
Connect triggers, actions, and logic nodes to automate business processes. 🔌

N8N Integration

Full compatibility with N8N workflow format. Import existing N8N workflows
or export your workflows to use in N8N. 📦

Template Library

Pre-built workflow templates for common use cases: email automation,
CRM lead processing, inventory reordering, and more. ⚡

Multi-Trigger Support

Execute workflows manually, via webhooks, on schedule (cron), or
triggered by Odoo events. 📊

Execution Tracking

Complete execution history with timestamps, duration, success/failure states,
error logs, and per-node execution details. 🏢

Business Units

Organize workflows by department: Sales, Marketing, Operations, Finance,
HR, and IT with pre-configured demo workflows.

Supported Node Types

195+ N8N Nodes Category Examples Count Triggers Webhook, Cron, Email Trigger 15+ Actions HTTP Request, Email Send, Database Query 120+ Logic IF, Switch, Merge, Split 10+ Data Transform Set, Function, Code, Item Lists 20+ Integrations Slack, GitHub, Notion, Stripe 30+

Supported API Integrations

14+ Pre-Configured Credential Types: **
- OpenAI API - GPT-4, ChatGPT integration
- Slack API - Send messages, notifications
- Telegram Bot API - Telegram bot automation
- GitHub API - Repository management
- Notion API - Database and page management
- Google Sheets API - Spreadsheet automation
- Stripe API - Payment processing
- HubSpot API - CRM automation
- Salesforce API - Enterprise CRM
- Airtable API - Database automation
- Discord Webhooks - Discord notifications
- HTTP Basic Auth - Generic HTTP authentication
- OAuth 2.0 - OAuth authentication
- Custom APIs **- Bring your own API

How It Works

  • Install Dependencies: Ensure ai_sam_baseis installed first
  • Install This Module: Apps → SAM AI Workflows Base → Install
  • Create Workflow: Open visual canvas and drag-and-drop nodes
  • Connect Nodes: Wire nodes together to define workflow logic
  • Configure Credentials: Add API keys for external services
  • Test Execution: Run workflow manually to test
  • Set Trigger: Configure webhook, schedule, or manual trigger
  • Monitor Executions: View execution history and logs

Architecture - Platform Skin Pattern

This module follows the Platform Skin Architecture :
- ai_sam_workflows_base (this module) - Python data models only
- ai_sam (UI module) - Views, templates, controllers, canvas interface

**Benefits: **
- ✅ Clean separation of data and UI layers
- ✅ Independent testing of workflow logic
- ✅ Simplified model structure
- ✅ Easier debugging and maintenance

Technical Details

Key Models Model Purpose canvasCore workflow definition (N8N-compatible JSON) executionsWorkflow execution tracking and logs workflow.templateReusable workflow templates api_credentialsAPI keys and OAuth tokens workflow.business.unitDepartmental organization node_typesNode type registry (195+ types)

Data Storage - Single Source of Truth

Flatline Data Architecture (Phase 1 Migration): **
- canvas.json_definitionis the single source of truth **
- Complete N8N-compatible JSON stored in one field
- No dual storage complexity (deprecated nodestable)
- Direct import/export compatibility with N8N

Pre-Loaded Demo Content

6 Business Units

  • SALES - Sales Department (3 demo workflows)
  • MKT - Marketing (3 demo workflows)
  • OPS - Operations (2 demo workflows)
  • FIN - Finance & Accounting (2 demo workflows)
  • HR - Human Resources (2 demo workflows)
  • IT - Information Technology (2 demo workflows)

3 Workflow Templates

  • Email Automation Template - Basic email sending workflow
  • CRM Lead Processing Template - Lead qualification and assignment
  • Inventory Reorder Template - Stock monitoring and auto-reordering

Getting Started

Prerequisites

  • Odoo 18.0 or higher
  • Python 3.10 or higher
  • ai_sam_base module installed
  • API keys for external services (optional)

Installation

  • Ensure ai_sam_baseis installed
  • Navigate to Apps → Search "SAM AI Workflows Base"
  • Click Install
  • Wait for installation to complete
  • Configure API credentials in Settings if needed

Documentation Resources

  • Developer Guide: See README.mdin module directory
  • Architecture Diagrams: See ARCHITECTURE.mermaid(6 diagrams)
  • API Documentation: See API_DOCUMENTATION.yaml(RPC methods)
  • N8N Documentation: https://docs.n8n.io/

Support

  • Website: https://samai.com
  • Author: SAM AI
  • License: LGPL-3
  • Version: 1.0.2

SAM AI Workflows Base - Workflow automation & N8N integration

Version 1.0.2 | LGPL-3 License | SAM AI Visit SAM AI Website

Dependencies

  • base
  • mail
  • ai_sam_base
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