Emails into tasks, and M365 security kept in check

The scenario turns the right emails into planner tasks and notifies the team, and once a week it checks the security score and warns you if it drops.

  • Checks unread mail every 30 minutes
  • Opens tasks only from the right emails
  • Sends team notifications to okoCrm
  • Watches the security score and raises the alarm
PlannerTaskAdmin
Set it up for yourselfScriptera

How it works

To get SendGrid notifications in okoCrm, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Every 30 Minutes
  2. Then: Get Unread Emails
  3. Check: Any Emails?
  4. If yes: One Email at a Time
  5. Then: Extract Task from Email
  6. Check: Keyword Match Found?
  7. If yes: Create Planner Task
  8. Then: Set Task Details (Notes)
  9. Then: Post Teams Notification
  10. Then: Reply, Categorize & Mark Read
  11. Then: Mark as Read After Reply
  12. Then: Error Capture (Poison Pill Guard)
  13. Check: Had Error?
  14. If no: API Rate Limit Throttle
  15. If no: Mark as Read (No Action)
  16. Starts when: Workflow Error Trigger
  17. Then: Send Error Notification Email
  18. Starts when: Every Monday at 8AM
  19. Then: Get Latest Secure Score
  20. Then: Calculate Security Score Percentage
  21. Check: Is Score Below 80%?
  22. If yes: Get Existing Planner Tasks
  23. Check: Alert Task Already Open?
  24. If yes: Create Security Planner Task
  25. Then: Set Security Task Details
  26. Then: Post Security Teams Alert
  27. If no: Resolve Existing Task ID
  28. Then: Update Existing Alert Task
  29. If no: Post Security Teams Summary

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

Similar scenarios