Iterable and OkoCrm automations

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

34 scenarios

Daily meeting digest — to your messenger each morning
Property-tour booking without the back-and-forth
A study plan, already placed in your calendar
Sales insights and team alerts — from your table
The right offer sent right after the enquiry — with a follow-up reminder
Performance reviews on schedule — reminders, meetings and statuses on their own
Near-Earth asteroid alerts to your chat and calendar
High-value lead alerts — to chat, sheet and calendar
Automatic candidate screening and interview booking
Cycle tracking with morning insights — automatically
Reminders for key employee dates
From a meeting — ready tasks, events and notifications
Client onboarding from an intake form — checklist, consultant and kickoff
Calendar reminders delivered straight to your messenger
Intake and routing of service requests with appointment booking
A daily briefing from your calendar — weather and context per event
Resume screening and interview scheduling
Supplier follow-ups on overdue orders — automatically
Leads: a personal reply, a nudge and a booked call
Client onboarding after a won deal
Events on autopilot: registration, payment, reminders
Interviews: invite, reminder and hiring decision in one chain
Meeting summaries and tasks across every channel — automatically
Email triage and meeting booking — automated
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
From CV to interview invitation, automatically
Smart inbox sorting with draft replies
Phone assistant: answers calls and books your clients
Property compliance monitoring with automatic follow-through
Consultation booking right in the chat
AI marketing outreach with reply handling — on autopilot
Space-station flyover alerts with a weather check