Cold outreach with follow-ups and reply tracking

The scenario studies the company, scores it, writes a personal letter, sends it from Gmail, nudges the silent ones and stops the moment a reply comes in.

  • A dossier built from the company's own site
  • Scored: worth writing, or not worth the time
  • A personal letter, not a template
  • Follow-up and stop-on-reply, handled for you
Google Sheets
Set it up for yourselfScriptera

How it works

To connect Gmail and okoCrm, you don't need a developer: a ready-made scenario links them in minutes.

  1. Starts when: ⏰ 8 AM — New Leads
  2. Then: 📋 Read Sheet (New)
  3. Then: 🆕 Filter New
  4. Check: 🆕 Has Leads?
  5. If yes: 🌐 Scrape Website
  6. Then: 📄 Build Dossier
  7. Then: 📊 AI Lead Scorer
  8. Then: 🎯 Extract Score
  9. Check: 📊 Pursue?
  10. If yes: ✍️ AI Email Writer
  11. Then: 📝 Extract Emails
  12. Then: 📧 Send Email 1
  13. Then: 💾 Save + Mark Sent
  14. Then: 📲 Email 1 Sent ✅
  15. If no: ⏭️ Mark Skipped
  16. Then: 📲 Skipped
  17. If no: 💤 No New Leads
  18. Starts when: ⏰ Every 2hrs — Follow-ups
  19. Then: 📋 Read Sheet (Follow-ups)
  20. Then: 🔍 Find Follow-ups
  21. Check: 📧 Has Follow-ups?
  22. If yes: 📧 Send Follow-up
  23. Then: 📋 Prepare Update
  24. Then: ✅ Mark Follow-up Sent
  25. Then: 📲 Follow-up Sent
  26. If no: 💤 Nothing Pending
  27. Then: Ollama Scorer
  28. Then: Ollama Writer
  29. Starts when: ⏰ Every 2hrs — Reply Check
  30. Then: 📋 Read Sheet (Replies)
  31. Then: 🔍 Filter Active Leads
  32. Check: 📬 Has Active Leads?
  33. If yes: 🔎 Search Gmail Replies
  34. Then: 📩 Check Reply Results
  35. Check: 💬 Reply Found?
  36. If yes: ✅ Mark Replied in Sheet
  37. If yes: 📲 Reply Alert! 🎉
  38. If no: 💤 No Reply Yet
  39. If no: 💤 No Active Leads

You can launch this Gmail + okoCrm integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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