InSales and OkoCrm automations

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

209 scenarios

Form responses into a sheet, with a heads-up to the team
A daily task reminder to your messenger
An invoice in inSales from a Typeform submission
Website leads land in your list and in the team chat
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
Sort form feedback by sentiment
Failure alerts: a message in chat and a row in the log
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
An hourly rate history in your own sheet, plus messages to your messenger
Booking handling: table, mailing list, notification
Capturing ideas into your knowledge base
A weekly store sales total in a sheet
Sync a okoCrm database to a sheet, no duplicates
Store orders — straight into a sheet and your chat
Daily mention collection with a sentiment read
Fresh funding rounds in a table every day
Store buyers become newsletter subscribers automatically
Website inquiries: sheet, alert and one-click reply
New-gig alerts from a job board — to your chat
Meeting notes and action items in your knowledge base, minutes after the call
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
Sorting customer feedback by category with alerts
Daily stock trade ideas, generated automatically
CRM event alerts across channels — with a log
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
Site speed under watch — with history and alerts
Fresh articles posted to your feed — never the same one twice
Win back leads after missed calls
Support email triage: category, priority, a ticket and alerts for the critical ones
Panic button: an instant alert with your location
Daily duplicate-customer detection in your payment system
Quote requests handled — from form to client reply
Route leads by budget and source — automatically
Sorting support requests by urgency
Instructions from emails into the ledger — with a confirmation to the client
Real-time sentiment from event feedback
Auto-handle lead replies from email — CRM task and sales alert
Call transcripts — straight into your spreadsheet and base
A weekly sales summary — straight into your team chat
Public holidays across a distributed team — flagged in advance
Company market caps from the market — as a chart in your messenger
A post with a matching image, from a single topic
Client risk scoring the moment the form is submitted
One article — posts for every platform, automatically
Score inbound leads against your own ideal-client profile
Image posts from X — into your channel on their own
Email and form requests in one stream, prioritised and auto-answered
A single-use meeting link — logged in a sheet and announced
Auto-posting fresh topic articles to social
An idea from your notes into a ready plan to approve
Automatic comment moderation under your posts
When a payment lands: receipt, CRM update and a team ping
A daily standup digest — instead of a wall of twelve messages
Trading signals from email — straight to your messenger and a sheet
A summary of a new video — into a vk post after approval
A location database for shoots from a simple query — automatically
Recaps of a channel's new videos — with approval before publishing
Shared-inbox emails routed to the right channels by topic
Pre-release readiness checks — on autopilot
Weekly store sales analysis with AI
Tickets prioritized by importance, tasks created for you
Invoice data into a sheet — from PDFs automatically
Round-the-clock answers to hotel guests, in their own language
A voice note becomes a worked-out answer
Job matches with a ready cover letter
Call analysis: an unhappy client pings the manager immediately
Proposals for the right projects — finished, within minutes
Data-load failure monitoring with tasks and alerts
Topic news monitoring with a digest to your messenger
Shield your AI assistant from malicious incoming messages
Matching properties to a client in budget — right on the request
A personal post-purchase message to your customer — automatic
An invoice decision log: who approved what, and when
Personalized video-pitch scripts for job posts
A daily trivia icebreaker in your team chat
Fresh podcast topic ideas, every day
Product review sentiment analysis with a summary in chat
A wall of love: positive reactions logged and shared with the team
High-value lead alerts — to chat, sheet and calendar
Website leads: scored and routed — hot ones to sales, the rest to nurture
Weekly channel performance digest, delivered automatically
Scoring and routing leads from form submissions
Instant call breakdown: objections, risks and the next step
App reviews in a table and an alert on the bad ones
Fresh news on a topic with a breakdown — to a table and messenger
Requests from messenger and email in one stream — with priority
A song from a text description — automatically
Duplicate vendor-invoice payment protection
Support inbox triage: urgent to the team, routine answered automatically
Orders check themselves against stock and get processed
Email handling: summary, label and log — automatic
A backlink summary with insights — automated
Data-privacy complaint handling: register, reply, notify
New-issue triage: task, notification, reply to the author, and a logged row