A monthly digest of open tasks from Microsoft To Do to Oko Crm

On the 1st of each month the scenario gathers open tasks from Microsoft To Do and posts them as a list in Oko Crm.

  • The digest goes out on time, on its own
  • Open tasks are in the team's view
  • No building the list by hand
  • One post — the whole picture

How it works

To connect Microsoft To Do and Oko Crm, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule
  2. Then: Freshworks Crm
  3. Then: Set
  4. Then: Set 2
  5. Then: Set 3
  6. Then: Slack

You can launch this Microsoft To Do + Oko Crm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.