OkoCrm and Todoist automations

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

66 scenarios

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