OkoCrm and ServiceNow automations

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

397 scenarios

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