Microsoft Outlook and OkoCrm automations — Finance

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

59 scenarios

An invoice in okoCrm from a Typeform submission
Notifications about new invoices from your inbox to your messenger
Tracking food-delivery spending from receipt emails — automatically
Automatic follow-ups on unpaid invoices
Incoming invoices: forwarding, archiving and notification — automatic
Card spending — straight into a sheet and into chat
Payment reminders with a link — by email and messenger
Expense tracking from receipt photos, automatically
Unpaid-invoice control: task and email — on their own
Daily stock market recap — to your messenger and email
Stock price alerts — sent to you the moment it matters
Instructions from emails into the ledger — with a confirmation to the client
Daily stock signals in okoCrm
Exchange rates every morning — to your messenger and inbox
Invoice bookkeeping from PDFs: drop the file, the data appears
Crypto price watch — an alert the moment your limit is hit
Client portfolio update emails, with adviser approval built in
Payment reminders to messenger and email — with a pay link
Duplicate vendor-invoice payment protection
PDF invoice processing with approval — automatically
Overdue invoice recovery: client emails and escalation on autopilot
Tax deadline control — a daily check and alerts
Weekly client talking points, every Monday morning
Employee expense reimbursement — automatically
Expense approvals, from form to manager's yes
Paid access to Zoom meetings via Stripe
An expense claim — from receipts
Invoice capture from a form, plus a weekly spending report
Alerts for the space station passing overhead — when it's visible
Refund risk scoring on every order
Payment receipts: sending, archive and ledger — automatically
Money tracking straight from your inbox — with a okoCrm alert
Multi-tier expense approval on autopilot
Loan applications: assessed, decided and answered the same day
Invoice intake with reading, risk checks and approval
A daily multi-market report to your inbox, automatically
A gold-market breakdown with a forecast — every few hours
A morning market digest for your stocks — by email
'Buy / sell' signals on top coins
Smart contract and tokenomics risk review — delivered to your inbox
Risk scoring across all your systems — alerts and reports
Screen and score incoming deals — automatically
Sort invoices from your inbox into a sheet and folders
A report on your wallet positions — to chat and email, on schedule
An expense sheet from payment emails — automatically
Daily draft tweets from fresh crypto news
Invoices from email into a sheet — automatically
A personalized financial plan from a questionnaire — PDF to the client's inbox
A morning market digest on your stocks — by email
Payment issue handling: a reply to the customer, an escalation to the team
Expense tracking from chat and bank emails
Loan-application risk scoring from PDFs — report by email
Multi-source payment fraud checks
Reconcile payments, bank and orders — mismatches found for you
Cross-border tax, computed daily: rules, anomalies and advisor reports
Emailed invoices — into your books, automatically
Borrower onboarding: KYC, bureau and sanctions in one pass
Early price-crisis detection across many sources
Automatic payment reminders for overdue invoices