Scriptera
Microsoft Excel 365 + OkoCrm scenarios
Ready-made scenarios where Microsoft Excel 365 and OkoCrm work together: pick one — a copy appears in your account and runs on its own.
65 scenarios
- New rows in the sheet — a message right away
- Bulk broadcast to chats from a spreadsheet
- A morning Instagram summary to okoCrm
- Competitor posts, summarized into your work chat
- An exam-prep question — every day to email, messenger, and SMS
- Low-stock alerts, before it's too late
- Website uptime checks with messenger alerts
- Employee birthday and anniversary greetings — automatically
- Sync an Excel sheet with a okoCrm database
- Lead response-time monitoring with alerts
- Payment reminders with a link — by email and messenger
- A daily investment-portfolio breakdown
- Which channel brings deals — a per-source breakdown in okoCrm
- Unpaid-invoice control: task and email — on their own
- Every lead: reply, CRM and nurture, instantly
- Ad overspend — a message the same day
- Product review triage — with a task and an alert on negatives
- A monthly ad review — with recommendations
- Email attachments — filed into storage and logged
- Flight fare tracking — an alert when the price drops
- Automatic triage of support emails
- A weekly digest of the pages that matter — in your work chat
- Equipment service dates — checked every morning, with alerts
- Website data into a sheet and your inbox
- Register bot users into a spreadsheet
- Orders, stock and reviews for your store — on autopilot
- New freelance jobs with a ready proposal, sent to okoCrm
- Ad copy that rewrites itself from its own results — every month
- Compare each proposal against your winners and find the gaps
- Payment reminders to messenger and email — with a pay link
- Uptime monitoring for sites and services — with an alert in okoCrm
- Fresh podcast topic ideas, every day
- An inbox sorted by your own rules
- Sync contacts from your sheet into okoCrm
- Feedback requests sent the moment a ticket is closed
- Site articles from a topic list — in batches, on autopilot
- A morning portfolio brief — prices, news and sentiment in okoCrm
- Cycle tracking with morning insights — automatically
- Reminders for key employee dates
- Application screening with interview-question generator
- A daily site summary — by messenger and email
- A daily numbers summary — to chat and email
- A morning day digest — key mail and meetings in one message
- Sheet change tracking with approval in your messenger
- Vendor contract renewal reminders — handled for you
- One scenario — three ways to start, one shared logic
- PDF report data from email, straight into a sheet
- A report on your wallet positions — to chat and email, on schedule
- A morning financial briefing for the boss, straight from your sheets
- What to do in the gap between meetings — a nudge to your chat
- Email triage and meeting booking — automated
- Inbox sorted by topic with ready draft replies
- A morning news briefing: three headlines to your messenger, the rest to your knowledge base
- A daily watch on your competitors
- From CV to interview invitation, automatically
- Morning business KPI digest with AI insights
- Knowledge-base support auto-replies with escalation
- A support bot that books clients and opens tickets
- Take orders, payments and deliveries — all in your messenger
- Bulk-launch ads from a folder of creatives
- Order medicines from a prescription photo in messenger, with stock checks
- Every sale — logged, a ping to you and a thank-you to the buyer
- Client onboarding from documents — the record fills itself in
- AI marketing outreach with reply handling — on autopilot
- An AI assistant for your inbox
Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.