Onboard a new client in one move

Dropping in the contract stands up the whole project: folders, a channel, a task page, a sheet row, and a draft welcome email.

  • Folders, channel and tasks created automatically
  • A welcome email prepared as a draft
  • The client logged in a master sheet
  • The team notified of the launch
Google DriveNotion
Set it up for yourselfScriptera

How it works

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

  1. Starts when: Watch Contract Folder
  2. Then: Parse Filename
  3. Then: Set Config Variables
  4. Then: Create Project Folder
  5. Then: Create Deliverables Subfolder
  6. Then: Create Slack Channel
  7. Then: Create Notion Project Page
  8. Then: Add Kickoff Task
  9. Then: Log to Master Sheet
  10. Then: AI Draft Welcome Email
  11. Then: Create Gmail Draft
  12. Then: Notify Team on Slack
  13. Then: OpenAI Chat Model

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

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