Scriptera
OkoCrm automations — Scheduled Data Reports
Ready-made scenarios where OkoCrm works for you (scheduled data reports): pick one — a copy appears in your account and runs on its own.
8 scenarios
- Monthly PDF report from your database, delivered by email
- A daily signups report to every team chat
- A weekly leads-and-deals report — to your messenger
- A daily snapshot of your board's tasks — into a log
- A weekly summary of new records to your messenger
- Order tracking in a table with an evening email summary
- Sales insights and team alerts — from your table
- Morning business KPI digest with AI insights
