Monica CRM and SourceCraft automations

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

33 scenarios

Move tasks from sourceCraft to Monica CRM
Form feedback turned into tasks across your trackers
Tickets prioritized by importance, tasks created for you
An idea from your notes into a ready plan to approve
Feedback sorted by sentiment — and every complaint becomes a ticket
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Resumes from a folder into a candidate card and a hiring task
Urgent emails from key clients, turned straight into tasks
Team-capacity tracking with over-allocation alerts
Topic legislation tracker with tasks
A lead replies — the CRM card updates and a task lands on a rep
New-issue triage: task, notification, reply to the author, and a logged row
Meeting attendance: a log, the late list and a summary in your chat
Failed-login detection with tickets and alerts
Jira epic health tracking with risk alerts
Cross-tool task dependencies, reconciled every night
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Incident response — ticket, alert, and report in seconds
Turn security-scanner findings into tasks — no duplicates
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Change request routing: tickets, audit trail and notifications
Automatic scenario check with an error report
Customer feedback sorted into themes, tasks and a weekly report
A pre-meeting brief: last notes, open tickets, recent changes
Tasks from your meeting recording, straight into the tracker
A full new-client welcome after the form
A timesheet that fills itself
Tester feedback triage: tickets, knowledge base and a reply to the author