Tender analysis with go/no-go approval in devino

The scenario takes tenders from okoCrm, weighs urgency, opportunity and risk, sends the analysis with approval buttons to devino, then updates the status and emails the team once you decide.

  • A ready analysis instead of reading the paperwork
  • Decide in two clicks right in devino
  • Weak tenders filtered out at the door
  • Status in okoCrm and the team email happen on their own
Set it upScriptera

How it works

To move data from okoCrm to devino automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Schedule Trigger
  2. Then: Fetch Pending Record From Airtable
  3. Then: AI Agent OpenAI — RFP Summary + Scoring with JSON output
  4. Then: Format Data From AI Agent
  5. Check: Check Priority
  6. If yes: Send Tender Details and wait for response
  7. Check: Check Approved
  8. If yes: Send Confirmation Mail
  9. If yes: Update Approved Status
  10. If no: Update Pending Status
  11. If no: Send Message
  12. Then: Parse AI Output (Structured JSON)
  13. Then: AI Model: GPT-4 Priority Engine
  14. Then: AI Memory: Priority Context
  15. Starts when: Error Handler Trigger
  16. Then: Slack: Send Error Alert

You can launch this okoCrm + devino integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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