How it works
To connect okoCrm and Gmail, you don't need a developer: a ready-made scenario links them in minutes.
- Starts when: Receive Student Profile Submission
- Then: Load Scholarship Catalogue
- Then: Normalise Profiles & Build Pairs
- Then: Pre-Filter Hard Ineligibility
- Then: AI Eligibility Scorer
- Then: Parse & Rank Match Results
- Check: Filter Qualified Matches
- Then: Build Personalised Student Email
- Then: Send Scholarship Email to Student
- Then: Write Match Audit Log
- Starts when: Return Match Results to Caller
- Then: Notify Academic Advisor on Slack
- Then: Update Student CRM Record
- Starts when: Nightly Batch Schedule
- Then: Load Student Profiles
- Then: Claude AI Model
You can launch this okoCrm + Gmail integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.