Scriptera
OkoCrm automations — Meetings & Booking
Ready-made scenarios where OkoCrm works for you (meetings & booking): pick one — a copy appears in your account and runs on its own.
60 scenarios
- A meeting booking — straight into a task in okoCrm
- Calendar bookings straight into your spreadsheet
- A booked meeting — a CRM task and a reminder
- Meeting notes the moment the call ends
- Meeting notes — right after the call
- Meeting recordings — into your storage and a shared log
- Messenger notifications for new bookings
- Someone books a meeting — the guest gets an email, the team gets a heads-up
- Daily meeting digest — to your messenger each morning
- Meeting talk-time breakdown — delivered straight to your messenger
- Voice call handling and table booking — without a host
- Booking handling: table, mailing list, notification
- Meeting notes and action items in your knowledge base, minutes after the call
- A restaurant voice assistant for phone bookings and orders
- A task list from a meeting recording — to the team chat
- Meeting notes turned into tasks and a summary
- Meeting summaries from a recording — automatically
- Appointment approvals in one tap, with the client's email written for you
- Property-tour booking without the back-and-forth
- Sprint review summaries from a meeting transcript
- Installation booking approvals through chat
- Win back no-shows within the hour
- Meeting summaries — straight into the team chat
- Automated appointment booking with calendar and email confirmations
- Call summaries — sent to your team and CRM automatically
- A single-use meeting link — logged in a sheet and announced
- Instant calling and booking of new ad leads
- Meeting summaries and action items in your team chat
- From a meeting — ready tasks, events and notifications
- AI meeting effectiveness reviews — delivered to okoCrm
- Meeting attendance: a log, the late list and a summary in your chat
- Intake and routing of service requests with appointment booking
- Market signal breakdowns with priority routing and a plain-language summary
- Client booking through chat — with calendar management and a daily summary
- Paid access to Zoom meetings via Stripe
- A client deck built from a call recording — automatically
- Meeting notes and action items straight from the recording
- The recording, emailed to everyone who missed the meeting
- Personal post-webinar follow-ups, written from the recording itself
- A voice assistant for real estate that answers clients itself
- No-show risk scoring with reminders matched to the risk
- Patient intake triage and sorting — automatically
- Meeting notes and delivery to attendees — automatically
- Leads: a personal reply, a nudge and a booked call
- Tasks and a recap email after a meeting — from one yes
- Bookings and cancellations from your calendar — to a table and team chat
- Book meetings from a form — with calendar and video call
- Meeting summaries and tasks across every channel — automatically
- Meeting summaries and tasks from the recording — automatically
- Meeting summaries and tasks from the call recording
- Paid appointment booking: calendar, payment and reminder
- Tasks from your meeting recording, straight into the tracker
- Meeting minutes from a voice note — to a table, chat and inbox
- A post, an image and a video from a meeting recording
- Messenger support that also books the meeting, right in the chat
- Meeting recording → tasks, a client email and an updated CRM record
- Appointment booking by chat: the assistant answers and follows up
- Phone assistant: answers calls and books your clients
- Consultation booking right in the chat
- A voice assistant that takes calls and books clients
