Scriptera
Customer.io and Microsoft Teams automations
Ready-made scenarios where Customer.io and Microsoft Teams work for you: pick one — a copy appears in your account and runs on its own.
80 scenarios
- Emails from Customer.io turn into tasks in Microsoft Teams
- Starred Customer.io emails become Microsoft Teams tasks
- Flagged emails turned into tasks
- Emails from Customer.io turn into tasks in Microsoft Teams
- New emails from Customer.io become tasks in Microsoft Teams
- Emails from Customer.io become tasks in Microsoft Teams
- Labeled emails from Customer.io become tasks in Microsoft Teams
- Emails in Customer.io turn into Microsoft Teams tasks
- Emails from Customer.io become tasks in Microsoft Teams
- Tasks from Microsoft Teams land in Customer.io
- Forward only the important emails to your messenger
- Support emails, summarized into your messenger
- Short email summaries in your messenger
- Important emails — summarized to your messenger
- Card spending — straight into a sheet and into chat
- Upwork messages straight to your work chat
- Daily meeting digest — to your messenger each morning
- Book appointments in your calendar by message
- Property-tour booking without the back-and-forth
- Support email triage: category, priority, a ticket and alerts for the critical ones
- A release calendar: new films to chat, chosen ones to your calendar
- Auto-handle lead replies from email — CRM task and sales alert
- Sales insights and team alerts — from your table
- Shared-inbox emails routed to the right channels by topic
- Near-Earth asteroid alerts to your chat and calendar
- Site status alerts with a screenshot — to your messenger
- Run your calendar with plain messages
- Performance reviews on schedule — reminders, meetings and statuses on their own
- A personal chat assistant: email, calendar, contacts
- High-value lead alerts — to chat, sheet and calendar
- Reminders for key employee dates
- Book meetings from chat with an invite
- Inbox triage with instant alerts on what matters
- Requests from messenger and email in one stream — with priority
- Launch a vacancy: deadlines, task and announcement in one move
- Cycle tracking with morning insights — automatically
- Catching ad performance dips with same-day alerts
- A phone alert the moment a device drops off the network
- Client onboarding from an intake form — checklist, consultant and kickoff
- Capture and route leads from every channel
- Intake and routing of service requests with appointment booking
- Calendar reminders delivered straight to your messenger
- A daily briefing from your calendar — weather and context per event
- Taking bookings in Microsoft Teams with Customer.io entries
- Support triage by urgency, done automatically
- Resume screening and interview scheduling
- Customer.io search-term analysis — into Microsoft Teams
- Money tracking straight from your inbox — with a Microsoft Teams alert
- Leads: a personal reply, a nudge and a booked call
- Supplier follow-ups on overdue orders — automatically
- PDF report data from email, straight into a sheet
- Client onboarding after a won deal
- Events on autopilot: registration, payment, reminders
- Daily ad-campaign review with a report
- Your agency's real profit — in chat every day
- Screen and score incoming deals — automatically
- Interviews: invite, reminder and hiring decision in one chain
- Call summaries, tasks and follow-ups, automatically
- Meeting summaries and tasks across every channel — automatically
- Email triage and meeting booking — automated
- Paid appointment booking: calendar, payment and reminder
- Voice-run calendar in your messenger — with reminders
- Expense tracking from chat and bank emails
- Sort mail from multiple inboxes — important apart, spam aside
- From CV to interview invitation, automatically
- Client visit booking — the assistant replies and books on its own
- Emailed invoices — into your books, automatically
- A personal assistant in Microsoft Teams: calendar, email, contacts
- Smart inbox sorting with draft replies
- Incoming mail triage — the urgent straight to Microsoft Teams
- Contract review: risky clauses and a risk score, without reading it cover to cover
- Phone assistant: answers calls and books your clients
- Property compliance monitoring with automatic follow-through
- Post-op patient check-ins, with warning signs escalated to the doctor
- First-pass CV screening — automated
- A personal AI assistant in Microsoft Teams: email, calendar, notes
- Appointment booking in chat — without a receptionist
- Space-station flyover alerts with a weather check
- A sales assistant across every messenger
- Run your work from one chat — mail, calendar, tasks, clients
