OkoCrm and Stackby automations

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

225 scenarios

Form responses into a sheet, with a heads-up to the team
An invoice in Stackby from a Typeform submission
Website leads land in your list and in the team chat
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
Affiliate events — into chat and into a table
Failure alerts: a message in chat and a row in the log
Sync an Excel sheet with a okoCrm database
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
Capturing ideas into your knowledge base
Daily task snapshots from your board into a sheet
Stuck-task alerts to your messenger
A weekly store sales total in a sheet
An hourly rate history in your own sheet, plus messages to your messenger
Store orders — straight into a sheet and your chat
Booking handling: table, mailing list, notification
Fresh funding rounds in a table every day
Daily mention collection with a sentiment read
Sync a okoCrm database to a sheet, no duplicates
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
Store buyers become newsletter subscribers automatically
Priority for big-budget leads — straight to the CRM and a team signal
A weekly summary of new records to your messenger
CRM event alerts across channels — with a log
Daily stock trade ideas, generated automatically
Sorting customer feedback by category with alerts
A per-user request limit for your service — holds on its own
Form responses into a ready summary and a document
Early churn-risk detection from Zendesk tickets
The day's economic calendar — the big events to your messenger, everything to a sheet
Route leads by budget and source — automatically
Daily duplicate-customer detection in your payment system
Win back leads after missed calls
Panic button: an instant alert with your location
Site speed under watch — with history and alerts
Support email triage: category, priority, a ticket and alerts for the critical ones
Knowledge-base freshness monitoring — overdue articles come to you
Sorting support requests by urgency
Quote requests handled — from form to client reply
Call transcripts — straight into your spreadsheet and base
One article — posts for every platform, automatically
Company market caps from the market — as a chart in your messenger
Image posts from X — into your channel on their own
Public holidays across a distributed team — flagged in advance
Stalled leads: a morning nudge to the rep with the next step written out
Email and form requests in one stream, prioritised and auto-answered
Client risk scoring the moment the form is submitted
Instructions from emails into the ledger — with a confirmation to the client
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
Auto-handle lead replies from email — CRM task and sales alert
Pre-release readiness checks — on autopilot
A summary of a new video — into a vk post after approval
An idea from your notes into a ready plan to approve
When a payment lands: receipt, CRM update and a team ping
Video ideas from viewer comments — on a schedule
Market pain points — a daily digest of what’s new
A location database for shoots from a simple query — automatically
Weekly store sales analysis with AI
Shared-inbox emails routed to the right channels by topic
Tickets prioritized by importance, tasks created for you
A single-use meeting link — logged in a sheet and announced
Automatic comment moderation under your posts
Trading signals from email — straight to your messenger and a sheet
Recaps of a channel's new videos — with approval before publishing
A daily standup digest — instead of a wall of twelve messages
Invoice data into a sheet — from PDFs automatically
Job matches with a ready cover letter
Call analysis: an unhappy client pings the manager immediately
A personal post-purchase message to your customer — automatic
Round-the-clock answers to hotel guests, in their own language
A voice note becomes a worked-out answer
An alert before your SSL certificate expires — in advance
Shield your AI assistant from malicious incoming messages
Topic news monitoring with a digest to your messenger
Data-load failure monitoring with tasks and alerts
Client meeting prep: the gift, the place, and their preferences
A daily trivia icebreaker in your team chat
A wall of love: positive reactions logged and shared with the team
Personalized video-pitch scripts for job posts
High-value lead alerts — to chat, sheet and calendar
An invoice decision log: who approved what, and when
Product review sentiment analysis with a summary in chat
Website leads: scored and routed — hot ones to sales, the rest to nurture
Fresh podcast topic ideas, every day
Weekly channel performance digest, delivered automatically
A backlink summary with insights — automated
New-issue triage: task, notification, reply to the author, and a logged row
Posts with real deal potential — pinged to chat, filed in your knowledge base
Fresh news on a topic with a breakdown — to a table and messenger
App reviews in a table and an alert on the bad ones
Scoring and routing leads from form submissions
Data-privacy complaint handling: register, reply, notify
Support inbox triage: urgent to the team, routine answered automatically
Instant call breakdown: objections, risks and the next step