Demio and OkoCrm automations

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

74 scenarios

Moving analytics data into your table
Your day's meetings — in okoCrm each morning
Daily meeting digest — to your messenger each morning
A morning summary of your day's meetings
Warm meeting reminders — right in okoCrm
Interview reminders straight to your messenger
A summary of the day's meetings to your messenger every morning
Morning briefing: plans, weather and news — in one message
Property-tour booking without the back-and-forth
The day's meeting plan in okoCrm every morning
Your day's plan from the calendar — one morning message
Interview tracking: reminders, statuses and emails
Tracked links, QR codes and traffic reports
A morning brief from your inbox and calendar — to your messenger by 8 a.m.
A study plan, already placed in your calendar
A clear weekly site report — to your email and messenger
A site-analytics breakdown, routed by how urgent the news is
The right offer sent right after the enquiry — with a follow-up reminder
Sales insights and team alerts — from your table
Near-Earth asteroid alerts to your chat and calendar
Pre-visit patient intake with an AI risk summary for the doctor
Performance reviews on schedule — reminders, meetings and statuses on their own
A combined report from five systems into one sheet
High-value lead alerts — to chat, sheet and calendar
Cycle tracking with morning insights — automatically
From a meeting — ready tasks, events and notifications
Automatic candidate screening and interview booking
Reminders for key employee dates
Morning briefs for your meetings — who and where from
Client onboarding from an intake form — checklist, consultant and kickoff
A morning day digest — key mail and meetings in one message
Calendar reminders delivered straight to your messenger
A daily briefing from your calendar — weather and context per event
Intake and routing of service requests with appointment booking
Resume screening and interview scheduling
Supplier follow-ups on overdue orders — automatically
No-show risk scoring with reminders matched to the risk
Leads: a personal reply, a nudge and a booked call
Clear takeaways from your site stats — automated weekly
Meeting notes and delivery to attendees — automatically
Smart break suggestions for the gaps between your meetings
Book meetings from a form — with calendar and video call
Client onboarding after a won deal
Meetings that clash with holidays, caught early — with reschedule options
Events on autopilot: registration, payment, reminders
Interviews: invite, reminder and hiring decision in one chain
Email triage and meeting booking — automated
Attendee briefings before every meeting
A morning traffic summary for your site — in plain words
What to do in the gap between meetings — a nudge to your chat
Meeting summaries and tasks from the recording — automatically
Meeting summaries and tasks across every channel — automatically
Pre-procedure checklists for patients — with confirmation and follow-up
Taking food orders in your messenger — into a table and calendar
Paid appointment booking: calendar, payment and reminder
Instant replies to messenger leads, with scoring and meeting booking
A pre-meeting brief: past agreements and what changed, sent to every attendee
Daily meeting brief with attendee research
Calendar meeting reminders — email and SMS
From CV to interview invitation, automatically
A timesheet that fills itself
Morning business KPI digest with AI insights
Smart inbox sorting with draft replies
Daily web-analytics export into your own warehouse
Phone assistant: answers calls and books your clients
Property compliance monitoring with automatic follow-through
A plain-language traffic report for all your sites
A brief for every external meeting — in the morning, before your day starts
Consultation booking right in the chat
An AI helper for your inbox
Weekly ad report — with takeaways, straight to your inbox
AI marketing outreach with reply handling — on autopilot
Space-station flyover alerts with a weather check
Meeting prep — a briefing on each attendee, sent ahead of time