Ad overspend — a message the same day

Every day the scenario totals your ad spend and writes to your chat only if it's over your limit.

  • Totals the day's spend
  • Silent while you're within the limit
  • A message the moment you go over
  • You set the limit yourself

How it works

To connect Microsoft Excel 365 and okoCrm, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: Schedule Workflow
  2. Then: Get Data
  3. Then: Sum spend by Day
  4. Then: Sort Dates Descending
  5. Then: Keep only Last Day
  6. Check: Check if Spend over $100
  7. If yes: Send Slack Message

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.