Flow and OkoCrm automations

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

65 scenarios

Move tasks from Flow to okoCrm
Incident alerts — to everyone, everywhere at once
A form request — a tracker task and a team alert
High-priority tickets alert every channel at once
Instant alerts for urgent events from your apps
A landing-page lead — into CRM, a task and chat at once
Urgent tasks that don't stall
Automatic bug triage: priority, ticket, team alert
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
New bugs — straight to the right team
Unpaid-invoice control: task and email — on their own
Onboarding a hire from a form: chats, a task and access
Form feedback turned into tasks across your trackers
A morning task plan from Flow to okoCrm
Fast-track VIP support tickets — instant task and alert
Customer-feedback triage with tickets — automatically
Incoming messages routed to the right team
Monitoring your sites' certificate expiry
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
A morning briefing of today's tasks in your chat
Feedback sorted by sentiment — and every complaint becomes a ticket
Resumes from a folder into a candidate card and a hiring task
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Urgent tickets become tasks and an instant team alert
Topic legislation tracker with tasks
Customer escalations found automatically and routed to the team
Team-capacity tracking with over-allocation alerts
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Contract renewal reminders: an email to the client, a task for the rep
Meeting attendance: a log, the late list and a summary in your chat
Release notes, a QA task and team alerts — straight from a version tag
Stock sentiment from social media — into tasks and alerts
Critical bugs from testing escalated straight to tickets and engineering chat
A daily launch digest — with a task for each notable one
Error-log watch with automatic tickets
A daily numbers summary — to chat and email
Failed-login detection with tickets and alerts
Data-quality watch that alerts only on real issues
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Onboarding task quality checks, automatic and scored
Catch churning customers early: record updated, task created, team alerted
Turn security-scanner findings into tasks — no duplicates
Incident response — ticket, alert, and report in seconds
Website lead scoring — a task for the rep only on the strong ones
A product board that stays current: statuses and dates sync themselves
Content ideas from your audience's real pain points
Change request routing: tickets, audit trail and notifications
A morning traffic summary for your site — in plain words
Route change requests by the rules — no manual triage
IT tickets by voice from Telegram — straight into Flow
Reorder recommendations from your stock table — automatically
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
A pre-meeting brief: last notes, open tickets, recent changes
Support tickets turned into a prioritized engineering backlog
Tasks from your meeting recording, straight into the tracker
A full new-client welcome after the form
An end-of-day report — written by AI and sent for you
Tester feedback triage: tickets, knowledge base and a reply to the author