An accounting assistant ChatGPT in Oko Crm

The scenario answers accounting questions in Oko Crm: it finds what's needed in your documents and phrases the answer through ChatGPT.

  • Answers from your documents, not generic ones
  • All in the Oko Crm you already use
  • No searching through policies by hand
  • An assistant at the whole team's fingertips
Pinecone Vector Store

How it works

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

  1. Starts when: Schedule
  2. Then: Slack
  3. Then: Vector Store Pinecone
  4. Then: ChatGPT
  5. Then: Slack 2

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