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Chatter Note Scheduler

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Chatter Note Scheduler

Post chatter notes on any record at exactly the right moment.

Your sales rep hangs up a Friday afternoon call knowing the prospect needs a nudge next Tuesday morning. They scribble a sticky note, set a phone alarm, and forget anyway. The chatter message they finally post lands three days late — and the deal feels colder for it.

Chatter Note Scheduler fixes this in thirty seconds. Pick any record — a CRM lead, a project task, a helpdesk ticket, a vendor bill — write your internal note, choose a delivery date and time, and walk away. A background job posts the message to the chatter thread at the exact moment you chose, credited to you as the author, with full thread context preserved.

Customer success teams plant check-in reminders on accounts 30 days before renewal. Project managers drop milestone notes on tasks weeks ahead so the team sees them at sprint start. AP clerks leave payment nudges on vendor bills timed to due dates. One install, every record type, zero per-app configuration.

All pending notes live in a clean list view you can sort by scheduled date, target model, or status — draft, sent, or cancelled. Cancel a note before it fires with a single click. Never chase down a forgotten follow-up again.

Install in two minutes and schedule your first note before your next call ends.

Details

  • Odoo versions: 16, 17, 18, 19
  • Dependencies: base, mail
  • License: LGPL-3
  • Technical name: chatter_note_scheduler
  • Quality score: 92.1/100
  • Odoo App Store: view listing
  • Source: GitHub