Microsoft Teams and OkoCrm automations — Data & Spreadsheets

Ready-made scenarios where Microsoft Teams and OkoCrm work for you (data & spreadsheets): pick one — a copy appears in your account and runs on its own.

7 scenarios

Move tasks from Microsoft Teams to okoCrm
Form responses into a sheet, with a heads-up to the team
A daily signups report to every team chat
Daily duplicate-customer detection in your payment system
Data-quality watch that alerts only on real issues
Sheet change tracking with approval in your messenger
Loading and cleaning CSVs into a database with quality checks