Incoming mail triage — the urgent straight to okoCrm

The scenario reads every new email in Gmail, decides its type and urgency, flags the important ones in okoCrm and logs all emails to Microsoft SQL.

  • Urgent mail is flagged in okoCrm at once
  • Emails are sorted into streams
  • Nothing is lost — everything in Microsoft SQL
  • Attachments are handled separately
Set it up for yourselfScriptera

How it works

To move data from Gmail to okoCrm automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Gmail Trigger
  2. Then: Extract Email Data
  3. Check: Check Attachments
  4. If yes: Process Attachments
  5. Then: AI Agent
  6. Then: Parse AI Response
  7. Check: Route Urgent
  8. If yes: Slack Urgent
  9. Then: Code
  10. Then: Log to Google Sheets
  11. If no: Route Attachments
  12. If yes: Slack Attachments
  13. If no: Slack General
  14. If no: Skip Attachments
  15. Then: Structured Output Parser
  16. Then: Azure OpenAI Chat Model1
  17. Then: Simple Memory1

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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