Automated Knowledge Sync

Set It and Forget It
Knowledge Stays Current Automatically

Your AI assistant's knowledge automatically updates when your data changes. No manual sync, no stale information, no outdated answers.

Auto-Sync
Real-Time
Always Current

The Stale Knowledge Problem

You update a product price, change a policy, or fix a procedure. But your AI assistant is still telling customers the old information. Manual syncing is tedious and error-prone.

Without Automation

  • AI gives outdated answers
  • Manual sync required after every change
  • Knowledge base falls behind reality
  • Team wastes time updating documents
  • Customers get wrong information

With Automation

  • Knowledge updates automatically
  • No manual work required
  • AI always has current information
  • Team focuses on important work
  • Customers get accurate answers

How It Works

Automatic knowledge sync powered by Odoo's automation system

1

Set Domain Filters

Define which records should be in your knowledge base (e.g., "published products")

2

Enable Auto-Sync

Turn on automated sync for the collection

3

Data Changes

Create, update, or delete records in Odoo

4

Auto-Update

Knowledge base updates automatically - no action needed!

Works While You Sleep

Set it up once, then forget about it. Your AI's knowledge stays current 24/7.

Step-by-Step Setup

Follow these steps to enable automated knowledge sync for your collection

1

Add Domain Filters

Go to your knowledge collection and navigate to the Domain Filters tab. Click "Add a line" to define which records should be automatically synced to this collection.

Domain Filters Configuration

What to configure:

  • Model: Select the Odoo model (e.g., Journal Entry, Product, Partner)
  • Domain: Set filter criteria (e.g., "Match all records" or custom domain)
  • Active: Toggle ON to enable this filter
2

Enable Automated Sync

Navigate to the Automation tab and enable the toggles. The system will automatically create automation rules for each domain filter.

Automation Configuration

Automation settings:

  • Automated Sync: Toggle ON to enable automatic synchronization
  • Auto-Process Resources: Toggle ON to automatically run RAG pipeline (parse, chunk, embed)
  • Automation Rules: System creates 3 rules per model: On creation, On update, On deletion

You're All Set!

Your knowledge base now updates automatically. Create, update, or delete records - the AI knows immediately. No manual sync needed!

What Happens Behind the Scenes?

When you enable automation, the system creates 3 automated actions for each domain filter:

  • On creation: New record created → RAG resource created and added to collection
  • On update: Record updated → RAG resource synced; if no longer matches domain, removed from collection
  • On deletion: Record deleted → RAG resource removed from collection and cleaned up

What Gets Automated?

Complete lifecycle management for your knowledge base

Auto-Create

When you create a new record (product, article, FAQ), it's automatically added to matching knowledge collections.

Example: Publish a new product → AI knows about it instantly

Auto-Update

Edit a record's content? The knowledge base document updates automatically with the latest information.

Example: Change price from $99 to $79 → AI quotes new price immediately

Auto-Remove

Delete a record or it no longer matches filters? Automatically removed from knowledge base. No orphaned data.

Example: Archive discontinued product → AI stops mentioning it

Real-World Use Cases

How teams use automation to keep AI knowledge current

E-Commerce Product Catalog

Sync published products to AI knowledge automatically. When you update specs, prices, or inventory, your AI support bot knows immediately.

Filter: Products where state = published

Result: Customer asks about Model X → AI has latest price, features, and availability

Policy Documentation

Keep HR policies, procedures, and guidelines in sync. When policies change, employees get accurate answers from the AI assistant immediately.

Filter: Documents where category = policy AND status = active

Result: "What's the remote work policy?" → AI cites current version

Support Ticket Resolutions

Automatically add resolved support tickets to knowledge base. Build a growing library of solutions without manual documentation.

Filter: Tickets where state = solved AND solution_documented = true

Result: Future tickets with same issue → AI suggests proven solution

Multi-Language Content

Sync different language versions automatically. Add Spanish translations of docs, they're immediately available to Spanish-speaking AI users.

Filter: Documents where language = Spanish

Result: Spanish chatbot has translated docs automatically

Powerful Features

Everything you need for automated knowledge management

Domain Filters

Use Odoo's powerful domain syntax to define exactly which records belong in each collection

Auto-Processing

Newly created documents automatically run through the RAG pipeline (parse, chunk, embed)

Multi-Model Support

Sync any Odoo model - products, partners, documents, custom models, anything

Event Triggers

Responds to create, write, and unlink events - covers all data lifecycle changes

Orphan Cleanup

Automatically remove documents that no longer match any collection filters

Easy On/Off

Toggle automation per collection - enable for some, manual control for others

Quick Setup

Get started in 3 steps

1

Install Dependencies

Requires llm_knowledge and base_automation modules

2

Install This Module

Search for "LLM Knowledge Automation" in Apps and click Install

3

Configure Collections

Go to your knowledge collection and:

  • Set domain filters (e.g., state = published)
  • Enable "Automated Sync"
  • Click "Sync Automated Actions"