Calltouch and OkoCrm automations

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

196 scenarios

Form responses into a sheet, with a heads-up to the team
An invoice in calltouch from a Typeform submission
Website leads land in your list and in the team chat
Sort form feedback by sentiment
A website lead: to the team chat, into a sheet, with an email to the client
Affiliate events — into chat and into a table
Scenario failure alerts — to your messenger, inbox and a log
Failure alerts: a message in chat and a row in the log
New store orders — to chat and a sheet
Client onboarding: folder, record and team alert, automatically
Fresh funding rounds in a table every day
A weekly store sales total in a sheet
Booking handling: table, mailing list, notification
Sync a okoCrm database to a sheet, no duplicates
Capturing ideas into your knowledge base
Store orders — straight into a sheet and your chat
An hourly rate history in your own sheet, plus messages to your messenger
Daily mention collection with a sentiment read
Store buyers become newsletter subscribers automatically
Meeting notes and action items in your knowledge base, minutes after the call
New deals routed automatically — to the team, table, and slides
Website inquiries: sheet, alert and one-click reply
CRM event alerts across channels — with a log
Daily stock trade ideas, generated automatically
Sorting customer feedback by category with alerts
Priority for big-budget leads — straight to the CRM and a team signal
Early churn-risk detection from Zendesk tickets
The day's economic calendar — the big events to your messenger, everything to a sheet
Form responses into a ready summary and a document
Sorting support requests by urgency
Route leads by budget and source — automatically
Win back leads after missed calls
Panic button: an instant alert with your location
Quote requests handled — from form to client reply
Support email triage: category, priority, a ticket and alerts for the critical ones
Daily duplicate-customer detection in your payment system
Site speed under watch — with history and alerts
Image posts from X — into your channel on their own
A post with a matching image, from a single topic
Client risk scoring the moment the form is submitted
Real-time sentiment from event feedback
Auto-handle lead replies from email — CRM task and sales alert
Score inbound leads against your own ideal-client profile
One article — posts for every platform, automatically
Instructions from emails into the ledger — with a confirmation to the client
Email and form requests in one stream, prioritised and auto-answered
Company market caps from the market — as a chart in your messenger
Call transcripts — straight into your spreadsheet and base
Public holidays across a distributed team — flagged in advance
An idea from your notes into a ready plan to approve
A summary of a new video — into a vk post after approval
When a payment lands: receipt, CRM update and a team ping
A single-use meeting link — logged in a sheet and announced
Trading signals from email — straight to your messenger and a sheet
A location database for shoots from a simple query — automatically
Weekly store sales analysis with AI
A daily standup digest — instead of a wall of twelve messages
Automatic comment moderation under your posts
Shared-inbox emails routed to the right channels by topic
Pre-release readiness checks — on autopilot
Recaps of a channel's new videos — with approval before publishing
Tickets prioritized by importance, tasks created for you
Job matches with a ready cover letter
A voice note becomes a worked-out answer
Data-load failure monitoring with tasks and alerts
A personal post-purchase message to your customer — automatic
Topic news monitoring with a digest to your messenger
Round-the-clock answers to hotel guests, in their own language
Invoice data into a sheet — from PDFs automatically
Call analysis: an unhappy client pings the manager immediately
Shield your AI assistant from malicious incoming messages
High-value lead alerts — to chat, sheet and calendar
Website leads: scored and routed — hot ones to sales, the rest to nurture
Fresh podcast topic ideas, every day
A daily trivia icebreaker in your team chat
Weekly channel performance digest, delivered automatically
A wall of love: positive reactions logged and shared with the team
Product review sentiment analysis with a summary in chat
An invoice decision log: who approved what, and when
Personalized video-pitch scripts for job posts
Support inbox triage: urgent to the team, routine answered automatically
Data-privacy complaint handling: register, reply, notify
Scoring and routing leads from form submissions
Fresh news on a topic with a breakdown — to a table and messenger
Posts with real deal potential — pinged to chat, filed in your knowledge base
Instant call breakdown: objections, risks and the next step
A backlink summary with insights — automated
Email handling: summary, label and log — automatic
Requests from messenger and email in one stream — with priority
New-issue triage: task, notification, reply to the author, and a logged row
App reviews in a table and an alert on the bad ones
A song from a text description — automatically
Finished articles and newsletters from one topic
Inbox triage with ready reply drafts
Regular market and competitor research reports
Your morning AI brief from newsletters
Short videos with voiceover, from a single topic
Online course discount tracking with instant messenger alerts
Daily Google Ads recap in Notion and a spreadsheet
Meeting attendance: a log, the late list and a summary in your chat