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 inSales, and opens a task in Monica CRM.

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

How it works

To move data from Monica CRM to inSales 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 Monica CRM + inSales integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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