BotHelp and OkoCrm automations

Ready-made scenarios where BotHelp and OkoCrm work for you: pick one — a copy appears in your account and runs on its own.

305 scenarios

A daily task reminder to your messenger
Form responses into a sheet, with a heads-up to the team
Website leads land in your list and in the team chat
An invoice in okoCrm from a Typeform submission
Website leads to your messenger and a sheet
Scenario failure alerts — to your messenger, inbox and a log
A website lead: to the team chat, into a sheet, with an email to the client
Affiliate events — into chat and into a table
Sort form feedback by sentiment
Website downtime alerts — to every channel at once
Failure alerts: a message in chat and a row in the log
Failure alerts across every channel
Price-dip alerts, delivered to your messenger and by SMS
New store orders — to chat and a sheet
Client onboarding: folder, record and team alert, automatically
Daily meeting digest — to your messenger each morning
Booking handling: table, mailing list, notification
A daily signups report to every team chat
A weekly store sales total in a sheet
Daily mention collection with a sentiment read
Store orders — straight into a sheet and your chat
Capturing ideas into your knowledge base
An hourly rate history in your own sheet, plus messages to your messenger
Ad copy and CTAs for a product — from a short form
Website inquiries: sheet, alert and one-click reply
Bug reports from a form — into repository issues with an alert
New-gig alerts from a job board — to your chat
Store buyers become newsletter subscribers automatically
New deals routed automatically — to the team, table, and slides
Meeting notes and action items in your knowledge base, minutes after the call
Priority for big-budget leads — straight to the CRM and a team signal
Daily stock trade ideas, generated automatically
Sorting customer feedback by category with alerts
Auto-saving reels to storage, with a log and an alert
CRM event alerts across channels — with a log
Contract risk review from a PDF, logged and alerted
Lead capture with a multi-step form
Early churn-risk detection from Zendesk tickets
Workout journal with AI analysis
Appointment approvals in one tap, with the client's email written for you
Lead scoring and routing: hot leads straight to sales
The day's economic calendar — the big events to your messenger, everything to a sheet
The follow-up after a meeting — written for you
Site speed under watch — with history and alerts
Support email triage: category, priority, a ticket and alerts for the critical ones
Quote requests handled — from form to client reply
Knowledge-base freshness monitoring — overdue articles come to you
Fresh articles posted to your feed — never the same one twice
Panic button: an instant alert with your location
Win back leads after missed calls
Daily duplicate-customer detection in your payment system
Sorting support requests by urgency
Failure alerts — instantly, in every channel
Score inbound leads against your own ideal-client profile
Image posts from X — into your channel on their own
Client risk scoring the moment the form is submitted
Company market caps from the market — as a chart in your messenger
A post with a matching image, from a single topic
A weekly sales summary — straight into your team chat
Daily matchup breakdown — every morning in your messenger
Real-time sentiment from event feedback
AI comment moderation with a team report
One article — posts for every platform, automatically
Auto-handle lead replies from email — CRM task and sales alert
Email and form requests in one stream, prioritised and auto-answered
Public holidays across a distributed team — flagged in advance
Instructions from emails into the ledger — with a confirmation to the client
Fresh remote jobs in botHelp and a sheet
Call summaries — sent to your team and CRM automatically
Automatic comment moderation under your posts
A location database for shoots from a simple query — automatically
Weekly store sales analysis with AI
Auto-posting fresh topic articles to social
A single-use meeting link — logged in a sheet and announced
An idea from your notes into a ready plan to approve
Influencer brand-safety check — automated
A daily store sales snapshot — in your chat and in your sheet
Social replies — straight into your work chat and your database
Shared-inbox emails routed to the right channels by topic
Pre-release readiness checks — on autopilot
A summary of a new video — into a vk post after approval
All customer inquiries in one place — from email and web forms
Recaps of a channel's new videos — with approval before publishing
Trading signals from email — straight to your messenger and a sheet
Which channels bring revenue, not just leads
Tickets prioritized by importance, tasks created for you
When a payment lands: receipt, CRM update and a team ping
Proposals for the right projects — finished, within minutes
Round-the-clock answers to hotel guests, in their own language
Invoice bookkeeping from PDFs: drop the file, the data appears
Call analysis: an unhappy client pings the manager immediately
Shield your AI assistant from malicious incoming messages
Data-load failure monitoring with tasks and alerts
A personal post-purchase message to your customer — automatic
Page SEO check with advice, into a spreadsheet
A voice note becomes a worked-out answer
Matching properties to a client in budget — right on the request
Job matches with a ready cover letter
Mining leads from your inbox into a sheet
Invoice data into a sheet — from PDFs automatically