Scriptera
Microsoft Outlook + OkoCrm scenarios — Documents
Ready-made scenarios where Microsoft Outlook and OkoCrm work together: pick one — a copy appears in your account and runs on its own.
38 scenarios
- Notifications about new invoices from your inbox to your messenger
- Data from itinerary PDFs — into a spreadsheet automatically
- Expense tracking from receipt photos, automatically
- Catch invoices in your inbox, ping your messenger
- Email attachments — filed into storage and logged
- Text from images — into a table, automatically
- Orders from your inbox — with a stock check and purchase requests
- Data from pages linked in emails — into a table
- Invoices from email into a sheet — automatically
- Contract renewal reminders: an email to the client, a task for the rep
- Offer letters: PDF generation, delivery and notifications
- PDF invoice processing with approval — automatically
- Incoming mail screened for risk — with an audit log and alerts
- A card photo becomes a contact in your sheet
- Invoice to the customer right after the order, issued and sent automatically
- A business card photo — turned into a contact and a follow-up email
- Quality checks: the log and the paperwork, handled
- Quality certificate verification and vendor scoring
- Vendor contract renewal reminders — handled for you
- PDF report data from email, straight into a sheet
- Procedures generated from raw documents — steps, register and delivery
- Invoice intake with reading, risk checks and approval
- Tender questionnaires — answered for you
- Sort invoices from your inbox into a sheet and folders
- Parsing PDF invoices and exporting for accounting — automatically
- Invoices from email into accounting, with approval
- Invoice the client right after the deal: create, send, notify the team
- Invoices from your inbox into a sheet, no duplicates
- Invoices from email into a sheet — automatically
- Data subject requests: searched, reported and reviewed before release
- Invoice and customer email, right after the request
- Quality-event risk assessment with AI and human sign-off
- Emailed invoices — into your books, automatically
- Handle data-rights requests by the rules
- Policy review and approval, driven by a single form
- Check and submit insurance claims
- Contract review: risky clauses and a risk score, without reading it cover to cover
- Property compliance monitoring with automatic follow-through
Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.