A monthly ad review — with recommendations

Once a month the scenario pulls your campaign metrics, prepares a review with recommendations and sends it to your messenger, keeping the history in a sheet.

  • Conclusions instead of an export
  • What worked and what to cut
  • The report history builds up in a sheet
  • Arrives in chat on schedule
Google
Set it upScriptera

How it works

To move data from Microsoft Excel 365 to okoCrm automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Monthly Trigger
  2. Then: Get Performance Data
  3. Then: Prepare Performance Data
  4. Then: AI Agent - Analyze Performance
  5. Then: Generate Report
  6. Then: Save Report to Sheets
  7. Then: Send Report
  8. Then: OpenAI Chat Model

You can launch this Microsoft Excel 365 + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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