OkoCrm and TimescaleDB automations

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

294 scenarios

Your database data refreshes itself in a sheet
Form responses into a sheet, with a heads-up to the team
An invoice in TimescaleDB from a Typeform submission
Website leads to your messenger and a sheet
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
Scheduled database routines with a chat report
Client onboarding: folder, record and team alert, automatically
New store orders — to chat and a sheet
An hourly rate history in your own sheet, plus messages to your messenger
Store orders — straight into a sheet and your chat
Daily mention collection with a sentiment read
Fresh funding rounds in a table every day
A daily signups report to every team chat
Booking handling: table, mailing list, notification
A weekly store sales total in a sheet
Capturing ideas into your knowledge base
Sync a okoCrm database to a sheet, no duplicates
Bug reports from a form — into repository issues with an alert
Ad copy and CTAs for a product — from a short form
Meeting notes and action items in your knowledge base, minutes after the call
New deals routed automatically — to the team, table, and slides
Store buyers become newsletter subscribers automatically
Website inquiries: sheet, alert and one-click reply
Auto-saving reels to storage, with a log and an alert
CRM event alerts across channels — with a log
Sorting customer feedback by category with alerts
Daily stock trade ideas, generated automatically
Priority for big-budget leads — straight to the CRM and a team signal
Early churn-risk detection from Zendesk tickets
Lead scoring and routing: hot leads straight to sales
Bulk contact enrichment in your database
Form responses into a ready summary and a document
Workout journal with AI analysis
The day's economic calendar — the big events to your messenger, everything to a sheet
Contract risk review from a PDF, logged and alerted
Lead capture with a multi-step form
Appointment approvals in one tap, with the client's email written for you
A daily market-and-competitor overview from the news
Quote requests handled — from form to client reply
Route leads by budget and source — automatically
Panic button: an instant alert with your location
Site speed under watch — with history and alerts
Daily duplicate-customer detection in your payment system
Knowledge-base freshness monitoring — overdue articles come to you
Sorting support requests by urgency
Support email triage: category, priority, a ticket and alerts for the critical ones
Win back leads after missed calls
Auto-handle lead replies from email — CRM task and sales alert
A post with a matching image, from a single topic
Call transcripts — straight into your spreadsheet and base
Email and form requests in one stream, prioritised and auto-answered
Public holidays across a distributed team — flagged in advance
Image posts from X — into your channel on their own
One article — posts for every platform, automatically
Client risk scoring the moment the form is submitted
Score inbound leads against your own ideal-client profile
Fresh remote jobs in okoCrm and a sheet
Real-time sentiment from event feedback
Instructions from emails into the ledger — with a confirmation to the client
Company market caps from the market — as a chart in your messenger
Shared-inbox emails routed to the right channels by topic
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
All customer inquiries in one place — from email and web forms
A summary of a new video — into a vk post after approval
Trading signals from email — straight to your messenger and a sheet
Pre-release readiness checks — on autopilot
Influencer brand-safety check — automated
A daily standup digest — instead of a wall of twelve messages
Automatic comment moderation under your posts
Recaps of a channel's new videos — with approval before publishing
A daily store sales snapshot — in your chat and in your sheet
Weekly store sales analysis with AI
A location database for shoots from a simple query — automatically
When a payment lands: receipt, CRM update and a team ping
A single-use meeting link — logged in a sheet and announced
Mining leads from your inbox into a sheet
Shield your AI assistant from malicious incoming messages
Job matches with a ready cover letter
Round-the-clock answers to hotel guests, in their own language
Invoice data into a sheet — from PDFs automatically
Invoice bookkeeping from PDFs: drop the file, the data appears
Data-load failure monitoring with tasks and alerts
A personal post-purchase message to your customer — automatic
Smart trend posts on your profile — on autopilot
Topic news monitoring with a digest to your messenger
Page SEO check with advice, into a spreadsheet
Call analysis: an unhappy client pings the manager immediately
A voice note becomes a worked-out answer
Invoice data — straight into a sheet after upload
A combined report from five systems into one sheet
A wall of love: positive reactions logged and shared with the team
An invoice decision log: who approved what, and when
A daily trivia icebreaker in your team chat
A form lead: analysed in a sheet, answered by email, flagged in your chat