Box and OkoCrm automations

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

154 scenarios

Text from chat photos, straight into a sheet
Contacts from CSV — as cards in okoCrm
Meeting recordings — into your storage and a shared log
Client onboarding: folder, record and team alert, automatically
New client onboarding — folder, email and team, automatically
Product delivery and an upsell right after payment
Cleaning and standardizing CSV before import — automatically
Auto-saving reels to storage, with a log and an alert
Generating images from a description and archiving them
Scenario backups to the cloud — on a schedule
Multi-tab Excel report in one run
Invoices from email — to storage and a log automatically
Email attachments — automatically into Box
Images from an idea in your messenger — AI polishes the prompt
Receipt data into okoCrm — from a chat photo
Retiring old scenarios — with a backup in your storage
Receipt tracking from a messenger photo — AI-powered
A monthly AI-spend report — emailed automatically
Ad creative variations for A/B testing
A food diary from meal photos — in okoCrm
Receipts from your inbox — into a spreadsheet and storage
Email attachments — filed into storage and logged
User interviews — turned into a table of findings
Invoices from a folder become rows in a table
Image generation from a description, with storage and a log
Generate an image from a subject — to a folder and chat
Edit photos from a text description — automatically
A social carousel from a single topic
Job matches with a ready cover letter
AI clips on current short-video trends
Everything from the chat, filed: notes, files, images
One text in five tones — a document in storage and a preview in chat
Images from prompts into Box with cost tracking
Contacts from business cards into a spreadsheet — by photo
Save social videos to your own storage, from a link
Migrate automation blueprints from another platform
Course applications are evaluated and answered automatically
A full write-up on your topic — delivered as a document
Instagram carousel from a folder of images
A skills matrix from resumes — automatically into a spreadsheet
Invoice processing from a messenger: data to a table, file to storage
Resume screening with candidate ratings — automated
Client onboarding from a single form: folder, contact, channel, tasks
Downloading video from any platform to the cloud by link
A presentation from a link — straight into your cloud
Supplier invoices — into a sheet, PDFs — filed by year
Natural voice-over from a text form
Invoice data — straight into a sheet after upload
Site articles from a topic list — in batches, on autopilot
Automatic resume scoring and candidate screening
Cut the moments you need out of long recordings — with a library and an email
A song from a text description — automatically
Data from PDFs and faxes — straight into okoCrm
Create and edit images from a description
Offer letters: PDF generation, delivery and notifications
Voice notes to text, with the recording saved and logged in a table
Access audit of your Box files — as a report by email
A video from a link — into your storage, with a log entry
Application screening with interview-question generator
Watermark-free clips — straight to your cloud
Employee expense reimbursement — automatically
Audio from a video — straight to your cloud
Post drafts from your meetings — automatically
Bulk video generation from a sheet — clips build themselves
Notes from a folder into a tidy table
Short videos with voiceover, from a single topic
A card photo becomes a contact in your sheet
Twice-daily double backup of your scenarios
Images from avito into your own storage — no duplicates
Onboard a new hire from one form: emails, access, documents
Resume screening for a vacancy — with a score for each
An expense claim — from receipts
Event photos sorted by content — automatically
Quality checks: the log and the paperwork, handled
Short videos on autopilot — generated and saved for you
Short UGC-style videos — from a single request
A spinning product video from one photo
Payment receipts: sending, archive and ledger — automatically
Reports from diagnosis emails — as PDF, straight to the recipients
Marketplace product images from ordinary photos
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Email attachments — straight into storage, by your rules
Daily scenario backups to storage
Document photos into a spreadsheet — from chat or email
First-pass candidate screening by resume — automatically
A cinematic clip from a form description
Resume screening with a candidate score — inbox to table
Take and screen CVs from Telegram into a sheet
Resumes from your inbox into a scored candidate table
Incident response — ticket, alert, and report in seconds
Client onboarding from a single form: project, tasks, contract, channel
Publish short videos from a table — with a ready caption
Launch ad creative tests straight from a folder
Meeting summaries and tasks from the recording — automatically
IT tickets by voice from Telegram — straight into amoCrm
Save music from a link to the cloud — logged in a table
Short videos from a form request — to a finished file
Resume screening and interview scheduling — automatically
SEO keyword analysis and filtering
A personalized financial plan from a questionnaire — PDF to the client's inbox