Topic legislation tracker with tasks

Each day the scenario pulls yesterday's documents from the official portal, uses AI to pick the ones on your topic, writes them to okoCrm, and opens a task in Freshworks CRM.

  • Pulls yesterday's documents itself
  • AI keeps only the on-topic ones
  • Writes the picks to okoCrm
  • Opens a Freshworks CRM task for each
Set it upScriptera

How it works

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

  1. Starts when: When clicking ‘Test workflow’
  2. Then: Extract Yesterday Records
  3. Then: Extract HTML Blocks
  4. Then: Parse Blocks
  5. Then: Edit Links
  6. Check: Loop Over Items
  7. Then: Classification Agent
  8. Then: Collect Answer
  9. Check: Merge
  10. Check: If
  11. If yes: Record Sustainability Procedures
  12. If yes: Google Tasks

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

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