Microsoft To Do and OkoCrm automations

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

63 scenarios

Move tasks from Microsoft To Do to okoCrm
Incident alerts — to everyone, everywhere at once
A form request — a tracker task and a team alert
A landing-page lead — into CRM, a task and chat at once
Urgent tasks that don't stall
A task and an alert on every deal move in your CRM
Meeting notes turned into tasks and a summary
Unpaid-invoice control: task and email — on their own
Automatic bug triage: priority, ticket, team alert
Onboarding a hire from a form: chats, a task and access
Form feedback turned into tasks across your trackers
A morning task plan from Microsoft To Do to okoCrm
Incoming messages routed to the right team
Fast-track VIP support tickets — instant task and alert
Monitoring your sites' certificate expiry
Customer-feedback triage with tickets — automatically
An idea from your notes into a ready plan to approve
A morning briefing of today's tasks in your chat
Tickets prioritized by importance, tasks created for you
Feedback sorted by sentiment — and every complaint becomes a ticket
Resumes from a folder into a candidate card and a hiring task
Stuck tickets, followed up automatically
Bug reports turned into proper tickets
Data-load failure monitoring with tasks and alerts
Customer escalations found automatically and routed to the team
Topic legislation tracker with tasks
Urgent tickets become tasks and an instant team alert
Team-capacity tracking with over-allocation alerts
New-issue triage: task, notification, reply to the author, and a logged row
Payment dispute alerts with automatic task creation
Contract renewal reminders: an email to the client, a task for the rep
Stock sentiment from social media — into tasks and alerts
Release notes, a QA task and team alerts — straight from a version tag
Critical bugs from testing escalated straight to tickets and engineering chat
Meeting attendance: a log, the late list and a summary in your chat
Error-log watch with automatic tickets
Failed-login detection with tickets and alerts
A daily launch digest — with a task for each notable one
A daily numbers summary — to chat and email
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Cross-tool task dependencies, reconciled every night
Website lead scoring — a task for the rep only on the strong ones
Turn security-scanner findings into tasks — no duplicates
Incident response — ticket, alert, and report in seconds
Catch churning customers early: record updated, task created, team alerted
Tasks and a recap email after a meeting — from one yes
Content ideas from your audience's real pain points
Route change requests by the rules — no manual triage
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
IT tickets by voice from Telegram — straight into Microsoft To Do
Change request routing: tickets, audit trail and notifications
Customer feedback sorted into themes, tasks and a weekly report
A morning task brief — delivered to messenger and email
Automatic scenario check with an error report
A full new-client welcome after the form
Tasks from your meeting recording, straight into the tracker
Support tickets turned into a prioritized engineering backlog
A pre-meeting brief: last notes, open tickets, recent changes
An end-of-day report — written by AI and sent for you
Tester feedback triage: tickets, knowledge base and a reply to the author
Kick off a client project the moment they pay