A business research report from one request

The scenario gathers data from search, news and market, an AI writes a report with conclusions in three passes, and the result is saved and sent out.

  • Data is gathered from several sources
  • An AI writes the report in three passes
  • The finished report is saved and sent out
  • A record of it lands in a table
Webhook
Set it up for yourselfScriptera

How it works

To connect okoCrm and Webhook, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Receive Research Request
  2. Then: Set Credentials and Config
  3. Check: Validate Input
  4. If yes: Search Google via Serper
  5. Then: Merge and Clean Data
  6. Then: Claude Pass 1 Research Synthesis
  7. Then: Extract Pass 1 Output
  8. Then: Wait For Process
  9. Then: Claude Pass 2 Strategic SWOT
  10. Then: Extract Pass 2 Output
  11. Then: Claude Pass 3 Write Final Report
  12. Then: Format Final Report Package
  13. Then: Save Report to Google Drive
  14. Starts when: Return Report Response
  15. Then: Post Summary to Slack
  16. Then: Email Full Report via SendGrid
  17. Then: Log to Google Sheets
  18. If yes: Fetch News Articles
  19. If yes: Fetch Market Data
  20. If no: Return Validation Error

You can launch this okoCrm + Webhook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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