Demio and Monica CRM automations

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

57 scenarios

New events in Demio — Records in Monica CRM
New attendees in demio — Contacts in Monica CRM — variant 2
Deleted contacts in Monica CRM — Events in Demio
Updated contacts in Monica CRM — Registrations in demio
New attendees in demio — Updating records in Monica CRM
New events in Demio — Updating records in Monica CRM
New attendees in demio — Records in Monica CRM
New contacts in Monica CRM — Registrations in demio
New notes in Monica CRM — Events in Demio
New attendees in demio — Updating contacts in Monica CRM
New attendees in demio — Tags in Monica CRM
Tasks from Monica CRM land in Demio
Updated contacts in Monica CRM — Events in Demio
On a schedule — Records in Monica CRM
New contacts in Monica CRM — Events in Demio
New attendees in demio — Records in Monica CRM — variant 2
New attendees in demio — Tasks in Monica CRM
New tasks in Monica CRM — Events in Demio
New attendees in demio — Tags in Monica CRM — variant 2
New records in Monica CRM — Events in Demio
On a schedule — Records in Monica CRM
Updated activities in Monica CRM — Events in Demio
New attendees in demio — Contacts in Monica CRM
Weekly Demio stats: an email via Gmail and a task in Monica CRM
Moving analytics data into your table
Interview tracking: reminders, statuses and emails
Tracked links, QR codes and traffic reports
A study plan, already placed in your calendar
A personal assistant in Telegram — by voice and text
The right offer sent right after the enquiry — with a follow-up reminder
High-value lead alerts — to chat, sheet and calendar
A daily briefing by email: tasks and meetings in one message
Launch a vacancy: deadlines, task and announcement in one move
From a meeting — ready tasks, events and notifications
Automatic candidate screening and interview booking
Client onboarding from an intake form — checklist, consultant and kickoff
A personal AI assistant with a personality
Intake and routing of service requests with appointment booking
A daily productivity read from your calendar and tasks
A weekly report: the week against your goals
Smart break suggestions for the gaps between your meetings
Clear takeaways from your site stats — automated weekly
A morning traffic summary for your site — in plain words
Meeting summaries and tasks across every channel — automatically
Call summaries, tasks and follow-ups, automatically
A personal assistant in your messenger: email, calendar and tasks by voice
Paid appointment booking: calendar, payment and reminder
Taking food orders in your messenger — into a table and calendar
Instant replies to messenger leads, with scoring and meeting booking
Calendar meeting reminders — email and SMS
Client visit booking — the assistant replies and books on its own
A timesheet that fills itself
Property compliance monitoring with automatic follow-through
AI marketing outreach with reply handling — on autopilot
Post accounting entries in Monica CRM with a plain message
A sales assistant across every messenger
Run your work from one chat — mail, calendar, tasks, clients