Microsoft SharePoint and OkoCrm automations

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

412 scenarios

Form responses into a sheet, with a heads-up to the team
Text from chat photos, straight into a sheet
An invoice in Microsoft SharePoint from a Typeform submission
Website leads to your messenger and a sheet
Website leads land in your list and in the team chat
Scenario failure alerts — to your messenger, inbox and a log
Affiliate events — into chat and into a table
A website lead: to the team chat, into a sheet, with an email to the client
Contacts from CSV — as cards in okoCrm
Sort form feedback by sentiment
Failure alerts: a message in chat and a row in the log
Meeting recordings — into your storage and a shared log
Sync an Excel sheet with a okoCrm database
New store orders — to chat and a sheet
New client onboarding — folder, email and team, automatically
Client onboarding: folder, record and team alert, automatically
A weekly store sales total in a sheet
Daily mention collection with a sentiment read
Capturing ideas into your knowledge base
Sync a okoCrm database to a sheet, no duplicates
Booking handling: table, mailing list, notification
Store orders — straight into a sheet and your chat
Daily task snapshots from your board into a sheet
Stuck-task alerts to your messenger
An hourly rate history in your own sheet, plus messages to your messenger
Fresh funding rounds in a table every day
A form submission becomes a full contact with a verified email
Meeting notes and action items in your knowledge base, minutes after the call
Website inquiries: sheet, alert and one-click reply
Ad copy and CTAs for a product — from a short form
New deals routed automatically — to the team, table, and slides
Bug reports from a form — into repository issues with an alert
Cleaning and standardizing CSV before import — automatically
Store buyers become newsletter subscribers automatically
Generating images from a description and archiving them
A per-user request limit for your service — holds on its own
Sorting customer feedback by category with alerts
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Daily stock trade ideas, generated automatically
Auto-saving reels to storage, with a log and an alert
A weekly summary of new records to your messenger
Contract risk review from a PDF, logged and alerted
Lead scoring and routing: hot leads straight to sales
Appointment approvals in one tap, with the client's email written for you
The day's economic calendar — the big events to your messenger, everything to a sheet
Receipt data into okoCrm — from a chat photo
Early churn-risk detection from Zendesk tickets
Lead capture with a multi-step form
Workout journal with AI analysis
Form responses into a ready summary and a document
Images from an idea in your messenger — AI polishes the prompt
Email attachments — automatically into Microsoft SharePoint
Multi-tab Excel report in one run
Invoices from email — to storage and a log automatically
Retiring old scenarios — with a backup in your storage
Panic button: an instant alert with your location
Support email triage: category, priority, a ticket and alerts for the critical ones
Sorting support requests by urgency
Win back leads after missed calls
Knowledge-base freshness monitoring — overdue articles come to you
Daily duplicate-customer detection in your payment system
Quote requests handled — from form to client reply
Site speed under watch — with history and alerts
Route leads by budget and source — automatically
Real-time sentiment from event feedback
A post with a matching image, from a single topic
Call transcripts — straight into your spreadsheet and base
Image posts from X — into your channel on their own
Client risk scoring the moment the form is submitted
Email and form requests in one stream, prioritised and auto-answered
Instructions from emails into the ledger — with a confirmation to the client
Public holidays across a distributed team — flagged in advance
Fresh remote jobs in okoCrm and a sheet
Company market caps from the market — as a chart in your messenger
Auto-handle lead replies from email — CRM task and sales alert
Stalled leads: a morning nudge to the rep with the next step written out
A food diary from meal photos — in okoCrm
Ad creative variations for A/B testing
Receipts from your inbox — into a spreadsheet and storage
Score inbound leads against your own ideal-client profile
Daily matchup breakdown — every morning in your messenger
One article — posts for every platform, automatically
A daily store sales snapshot — in your chat and in your sheet
A social carousel from a single topic
Video ideas from viewer comments — on a schedule
Market pain points — a daily digest of what’s new
An idea from your notes into a ready plan to approve
A summary of a new video — into a vk post after approval
All customer inquiries in one place — from email and web forms
Pre-release readiness checks — on autopilot
A location database for shoots from a simple query — automatically
Weekly store sales analysis with AI
Automatic comment moderation under your posts
Trading signals from email — straight to your messenger and a sheet
Generate an image from a subject — to a folder and chat
Image generation from a description, with storage and a log
A single-use meeting link — logged in a sheet and announced
A daily standup digest — instead of a wall of twelve messages
Edit photos from a text description — automatically