Keap and Microsoft To Do automations

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

74 scenarios

Keap submissions become tasks in Microsoft To Do
New lead in Keap becomes a task in Microsoft To Do
New CRM deal, task in your task manager
Deal moves a stage in Keap — a task appears in Microsoft To Do
New Keap projects become tasks in Microsoft To Do
Contacts from Keap into Microsoft To Do audiences
New Keap contacts — into Microsoft To Do audiences
Personal Keap tasks flow into the team Keap
A morning digest: email, news and tasks in one message
Support email sorts itself and becomes tasks
A form request into a tracker issue
A daily overdue-tasks report in your inbox
All work accounts for a new hire from one form
The sprint report — it goes out to stakeholders on its own
Urgent tasks that don't stall
Candidate shortlisting, emails and screening tasks
Turn support emails into tracker tickets automatically
Unpaid-invoice control: task and email — on their own
Requests from Notion — into Microsoft To Do tasks with a team notice
Meeting notes — into tasks, participant emails and a summary
Tickets prioritized by importance, tasks created for you
Time-based invoices and missing-hours reminders in one run
Data-load failure monitoring with tasks and alerts
Bug reports turned into proper tickets
Stuck tickets, followed up automatically
A daily sprint and time-tracking report, by email
A follow-up email after a canceled meeting — automatically
Release notes — ready the moment a version ships
Interview bookings — call, task and emails assembled automatically
Team-capacity tracking with over-allocation alerts
A lead replies — the CRM card updates and a task lands on a rep
A daily briefing by email: tasks and meetings in one message
Smart support triage with Microsoft To Do
Polite candidate rejections sent by email, with the task closed
New-issue triage: task, notification, reply to the author, and a logged row
New client onboarding — folder, tasks, channel, and email in a minute
Contract renewal reminders: an email to the client, a task for the rep
Critical bugs from testing escalated straight to tickets and engineering chat
A daily numbers summary — to chat and email
A daily launch digest — with a task for each notable one
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Data-quality watch that alerts only on real issues
End-to-end client onboarding from one form
B2B prospect search and personal outreach — on autopilot
Incident response — ticket, alert, and report in seconds
Tasks and a recap email after a meeting — from one yes
Website lead scoring — a task for the rep only on the strong ones
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
A daily goals report: what's on plan and what's behind
A personal assistant in your messenger: email, calendar and tasks by voice
Route change requests by the rules — no manual triage
IT tickets by voice from Telegram — straight into Microsoft To Do
Call summaries, tasks and follow-ups, automatically
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
Change request routing: tickets, audit trail and notifications
Early warning for a reputation crisis
Daily task summaries and a weekly report by email
Customer feedback sorted into themes, tasks and a weekly report
Automatic scenario check with an error report
A morning task brief — delivered to messenger and email
Tasks from your meeting recording, straight into the tracker
Support tickets turned into a prioritized engineering backlog
A project task structure from a description — in your tracker automatically
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
Action-emails — straight onto your to-do list
Kick off a client project the moment they pay
A Microsoft To Do project from a feature description — with tasks and sub-tasks
Reminders and escalation for stalled tickets
A personal assistant in your messenger: email, calendar, tasks, expenses