What is Bika.ai？ - Proactive AI Automation Database Starter Guide

This article is a beginner's guide to the Business AI Agents Platform Bika.ai

Bika.ai is Business AI Agent platform that proactively helps everyone complete work, process reports, and data collection daily.

Free up your work time, escape the hassle of tedious tasks, and truly enjoy more time living your life.

What is Bika.ai?

Bika.ai, all-in-one AI workspace for creating business AI agents, combines AI chatbot, automation, databases, dashboards and wikis, manage and automate endless business processes. There's no need for constant chatting with AI. Bika.ai automates repetitive tasks and seamlessly executes across functions for your marketing, sales, and projects allowing you to focus on strategic work.

In traditional AI tools, you need to actively engage in conversation with AI to get work done. Bika.ai, however, is a Proactive AI Agent that proactively reminds and distributes tasks. You don't need to communicate with it directly; instead, it automates tasks on a schedule to help you or your team complete various jobs.

Use Cases

• Marketing Automation: Automatically send marketing content such as emails, YouTube videos, Twitter tweets, and SMS notifications in bulk, on schedule, and at intervals, achieving fast and efficient marketing automation.
• Lead Management: Automatically collect, track, and manage millions of sales leads, helping you systematically follow up with potential customers and improve sales conversion rates.
• AI Reporting to You: Regularly suggests AI strategies and automation processes to you, and only executes them after your decision. AI will also generate regular reports for you.
• All-in-one Solution: No need for complex professional software. Bika.ai’s lightweight AI automation database can meet your needs for customer data storage, management, and tracking.
• Custom Editing: Bika.ai provides a powerful low-code/no-code editor, allowing you to easily customize various automation task processes and data systems, enabling project management, support tickets, order management, and more application scenarios.

Send Emails in Bulk (Tag Triggered)

Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.

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AI Automated X Tweets

You can use this template to achieve AI automated X(Twitter) tweets, read the prepared tweet content in the database, and automatically post tweets to help you increase the exposure of social media and increase fan interaction.

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Email-to-Task Automation for Support Teams

The Email-to-Task Automation for Support Teams template is a cutting-edge solution designed to monitor customer emails in the support inbox in real-time and convert them into ticket tasks. It also automatically rotates the assignment of follow-up personnel. This template assists teams in automatically gathering and organizing customer feedback, ensuring that all customer issues are promptly tracked and responded to, thereby enhancing the efficiency and quality of customer service.

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Slack Channel Scheduled Notifications

This template is used to set up scheduled reminders in a Slack channel to ensure team members complete tasks on time, attend meetings, and get key updates. Through pre-set automated reminders, the team can regularly receive important notifications, reducing omissions and the burden of manual reminders, thus improving overall collaboration efficiency.

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Highlights Features

• Plug-and-Play Automation Template: Quickly automate your workflows with AI in just a 3-minute, step-by-step setup, easy to custom.
• Proactive AI Automation: AI proactively manages daily tasks, generates timely reminders, and creates comprehensive AI reports, all without manual prompts.
• Automation Publish and Sharing: Easily publish, share, and discover automation processes to boost team collaboration and efficiency.
• Big Data Visual Database: Supports billions of rows, API operations, and dashboard charts, enabling extensive analysis and data-driven decisions.

Bika is perfect for automating daily marketing routines, such as bulk social media posting and bulk email auto-sending, this tool makes complex configurations a thing of the past.

Crucially, Bika.ai is truly plug-and-play, offering many ready-to-use templates that let you set up AI automation workflows suited to your business in just 3 minutes.

Bika.ai's Proactive AI Automation proactively takes the helm, managing daily tasks and generating reminders and comprehensive AI reports automatically.

It keeps your team in the loop with upcoming tasks and project updates without any manual input, ensuring nothing falls through the cracks.

Enhance your team's productivity and project management with AI that's always two steps ahead.

Unlike most automation tools, Bika.ai allows you to publish and share your configured automations, enabling effortless collaboration across teams.

Spread effective project management automations across departments to unify and elevate operational efficiency.

This tool not only boosts transparency but also streamlines workflows, making team efficiency the norm, not the exception.

AI automation will dramatically increase your data volume, but don't worry—Bika.ai's Big Data Visual Database makes it easy to handle billions of rows and support API operations.

Store endless customer data and leverage advanced dashboard charts for insightful, data-driven decisions that propel your business forward.

Dive into data with ease, thanks to intuitive visualizations that help you decode complex information at a glance.

Quick Start with Bika.ai, Begin AI Automation

Let's quickly get started with Bika.ai and see how you can learn new AI automation skills in just 3 minutes, freeing up your time for the future.

1. Sign up at Bika.ai.
2. Go to "Template Center" on the left.
3. Install the "Slack Channel Scheduled Notifications" template.
4. Create a Slack app to obtain a Webhook URL.
5. Enter the Webhook URL into the Webhook Source in the template.
6. Test the automation by clicking "Run now."
7. Adjust the content and timing of the auto-sending message.
8. Confirm settings with another "Run now."
9. Enable automation by switching to ON.

Below is a brief introduction to the principles.

What Bika.ai can be used for?

• Marketers and content creatorsMarketers and content creators
• InfluencersInfluencers
• Automation consultantsAutomation consultants
• Project managersProject managers
• Sales managersSales managers

📣 Marketing

For marketers and influencers, automating daily marketing routines such as bulk social media posting with Bika.ai helps exponentially amplify your influence.

YouTube to Facebook Sharing

Automatically cross-post new YouTube videos to Facebook to maximize reach and viewer engagement.

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YouTube Publishing Process Automation

Streamline your content publishing process by auto-publishing videos to YouTube and storing their URLs for easy access and sharing.

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Onboard & Engage: New User Welcome Automation

Kickstart user engagement with this automated welcome series. Begin with a warm welcome email and give users the option to unsubscribe. For those who stay engaged, send a follow-up email 4 days later asking for valuable product feedback. Track open rates and retention, while ensuring unsubscribed users are excluded from further emails. 🔖Tip: You can customize email content with HTML for a richer experience. Please replace the unsubscribe link in your emails with the share link to the "Unsubscribe Form" you’ve created.

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AI Video Generation from Script

By integrating with Heygen, this template automatically converts scripts into compelling video content in bulk, simplifying video production and creative workflows.

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Dynamic Email Automation for Partner Onboarding

Dynamic Email Automation for Partner Onboarding simplifies the onboarding process by automating personalized emails and follow-ups. It ensures timely communication, tracks partner engagement, and reduces manual work. With automated reminders and seamless integration, your team can focus on building stronger partnerships while the system handles the rest.

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LinkedIn Post Automation

You can use this template to achieve AI automated Linkedin posts, read the prepared Linkedin content in the database, and automatically post to help you increase the exposure of social media and also automatically record their public URLs in your database for tracking engagement.

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Send Emails in Bulk (Tag Triggered)

Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.

Install

Product Messaging Library

The Product Messaging Library Template organizes your product is messaging guidelines, ensuring consistent communication across teams and helping maintain a unified brand voice.

Install

💼 Sales

In sales, you can set up bulk email auto-sending in just 3 minutes to effortlessly reach your customers, and the Big Data Visual Database supports billions of rows, allowing you to store as much customer data as you need.

A Simple & Powerful CRM

A Simple & Powerful CRM offers essential resources for managing customer relationships effectively. Whether you're starting out or optimizing existing processes, this CRM toolkit provides valuable insights and support to enhance your business operations.

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Customer projects

This template is ideal for consulting companies, law firms, and sales since it helps calculate the hours worked that require compensation, provides a high-level overview of the progress of your projects, and creates a collaborative platform.

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B2B AI CRM

AI automation to manage your clients, prompt you or your sales team to write visit records every week, suitable for B2B sales teams targeting enterprise organizations.

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PR & media CRM

This template helps manage media and public relations, track important articles, publications, and media contacts, and facilitate effective communication and collaboration.

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Sales Contract Automation Management

This template is designed for the financial management team, focusing on tracking and managing the payment status of cooperative customers to improve the efficiency and accuracy of payment collection.

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Product Messaging Library

The Product Messaging Library Template organizes your product is messaging guidelines, ensuring consistent communication across teams and helping maintain a unified brand voice.

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Customer After-Sales Service Management

This template integrates customer case tracking, after-sales service, employee training, and customer information management, providing comprehensive support for delivering a high-quality customer experience. And can be used in scenarios such as retail and e-commerce, residential property maintenance, home appliance installation and repair, and domestic services.

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Customer Order Management

The customer order management template is suitable for highly customized products that require manual entry. It covers key processes from order input to customer notification, sales follow-up, and weekly report generation. By using automated email reminders and weekly order summaries, it ensures that customers receive timely order information. Additionally, it generates and sends weekly transaction reports to sales personnel and team leaders, enhancing the efficiency of the customer team and helping them effectively track customer information and manage order processes uniformly.

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📋 Project Management

For project managers, Proactive AI Automation can automatically remind team members of upcoming tasks and provide detailed reports on project statuses, ensuring even complex project management is well-organized.

Design project pipeline

This folder contains a template to manage design project progress, helping teams stay updated on project status. You can track task status, priority, due dates, and team members. Please review the README file for instructions before starting.

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Creative agency proposal planning

Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.

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Project planning

Even the simplest project has many elements to track. With this comprehensive template, you can easily manage all project elements, ensuring you stay focused and in control throughout the project's lifecycle.

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Expense Tracking

Easily manage personal expenses, clearly track every transaction, detail spending insights, simplify daily and household expense management, and gain full control over your finances .

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OKR Tracking

Companies recognize the importance of OKR tracking for alignment and productivity, but differ on the best approach. For a smooth and efficient way to manage OKRs, consider our tracking template—it's all you need to advance your company's vision.

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Product/market fit system

This template is designed for a product/market fit system, featuring resources for collecting and analyzing user feedback. Key components include a product feedback form and survey response database, allowing the team to gather and structure user insights on the product’s value and improvement areas. The survey responses are organized into views, including one restricted to founders and managers. Additionally, a database for key product features supports the linkage of benefits and feedback insights, facilitating a comprehensive overview for product development and market alignment

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E-commerce Supplier Order Collaboration

An efficient order collaboration process designed for cross-border e-commerce. Through intelligent matching and a rotation mechanism, it automatically assigns C2B order tasks to suitable suppliers, achieving end-to-end automated management from order receipt to production and delivery, enhancing team efficiency and reducing manual errors.

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14-Day Automated Cold-Email Outreach Campaign

This template is designed for cold outreach to influencers, peers, or potential partners. It automates a 14-day email sequence that gradually introduces Bika.ai to your target audience and nurtures engagement. The workflow includes a series of five emails sent on Day 1, Day 2, Day 4, Day 7, and Day 14, with an unsubscribe option in each email. The sequence pauses if the recipient replies or unsubscribes, ensuring that you’re not over-communicating with uninterested prospects. With this template, you can: - Automate cold outreach without the need for manual follow-ups. - Track outreach progress and engagement. - Customize emails to reflect your brand’s voice and offerings. - Reduce manual work by automatically updating the status of email outreach. - Easily manage unsubscribes to maintain a compliant outreach process. 🔖Tip: Please replace the unsubscribe link in your email with the share link to the "Unsubscribe Form" you’ve created.

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🏠 Daily Life

Automation apps and templates for your daily life

Automated Birthday Email Celebration

Personalize customer interactions by automatically sending birthday greetings, fostering loyalty and goodwill.

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Automated Currency Data Retrieval (Python)

Automatically get specific currency rate information every day and save it to a table. Users can easily track and analyze currency trends, save time, and improve investment decisions.

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Diary reminder

A simple diary template that helps you record your thoughts and feelings every day. It includes a reminder to fill in your diary every night and a weekly summary report of your diary entries.

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Relationship Care

Record your interpersonal relationships and the activities you engage in with them. The system will automatically remind you in advance and send birthday wishes. Weekly care activities are summarized intelligently through AI, ensuring you never miss an important moment.

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💰 Finance

Investors and financial analysts can streamline their decision-making process by utilizing tools for automated stock data retrieval and accessing real-time market updates.

Automated Currency Data Retrieval (JavaScript)

Automatically get specific currency rate information every day and save it to a table. Users can easily track and analyze currency trends, save time, and improve investment decisions.

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Automated Stock Data Retrieval (JavaScript)

Automatically fetches specific stock information on a daily basis and saves it to a table. This allows users to easily track and analyze stock trends, saving time and improving investment decisions.

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Automated Currency Data Retrieval (Python)

Automatically get specific currency rate information every day and save it to a table. Users can easily track and analyze currency trends, save time, and improve investment decisions.

Install

Automated Stock Data Retrieval (Python)

Retrieve specific stock information every day at a specific time and save it to a table. You can easily track and analyze stock trends, save time, and improve investment decisions.

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Daily Transaction Summary Automation

Use Bika to automatically extract the income and expenditure of bank emails, and AI summarizes the daily cash flow and cash flow situation.

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Stock Trend News Roundup

This template queries and summarizes news about specific companies, providing you with 10 selected news reports every day to help you make investment decisions.

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📁 Operation

Operational personnel can significantly boost efficiency by automating key tasks such as recruitment processes and invoice management, which simplifies data collection and streamlines processing.

Auto Send Pay Slips

By utilizing this automatic pay stub distribution template, companies can achieve automation, efficiency, and standardization in payroll distribution tasks, automatically generate payroll reports via AI every month, enhancing the overall level of human resource management and providing strong support for the development of the business.

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Bank Statement Attachment to Database

Manually upload a PDF attachment of the bank statement, use image recognition technology to extract the total expenditure and stock data, and generate data records into the Bika database

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Employee onboarding

The Employee Onboarding Template is a customizable set of tools designed to assist enterprises in efficiently managing all aspects of the new employee onboarding process.

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Invoice collation reminders

Based on your To facilitate the work of finance and administrative staff, the system will automatically remind company colleagues to collect invoices and submit applications on a regular basis according to your settings. In this way, colleagues can quickly take photos and upload invoices, helping finance and administrative staff to quickly collate invoice data for subsequent reimbursement or tax filing processes., regular automatic reminders for invoice information collation and quick photo upload of invoices by the user help users to quickly collate invoice data for subsequent reimbursement or tax filing.

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Simple Applicant Tracker

An adaptable applicant tracking system suitable for small to medium HR teams. Manage recruitment processes, candidate information, set up internal hiring programs effortlessly, and easily track candidate statuses.

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Contractor Time Tracker

Contractor Time Tracker streamlines work data management by connecting tables, simplifying task, personnel, and client tracking for improved efficiency and accuracy in managing projects.

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HR Team Project Tracker

Monitoring staff programs, spontaneous client requests, and strategic initiatives can be difficult in expanding teams. Centralize your projects and tasks to improve teamwork and control.

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HR Knowledge Base

HR Knowledge Base offers team members clear views of policies, processes, and benefits. With easy access to detailed information and links, it keeps HR data updated, promoting learning and regulatory compliance.

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Dive Deeper into Bika.ai: How AI Automatically Completes Tasks?

After getting a quick start, you'll find that using Bika.ai is incredibly simple. Just select the appropriate AI template, and you can easily complete various tasks and make further adjustments.

Let's open the main UI and delve into Bika.ai to understand its core components and how it achieves automation.

Space

The space is the first interface you see when you enter Bika.ai. It encompasses all your work, consisting of personal areas, resource areas, exploration areas, display areas, personal settings, and space management.

A space can have multiple members, each with their own personal zones and multiple resources.

Personal Area

In the personal area, you can see your personal homepage, tasks, and reports. The homepage is an overview of your work, let's take a look at "My Tasks" and "Reports".

Mission

In Bika.ai, "Mission" is a AI automatically generates task mechanism.

Mission is a hybrid of approval, task, request, review, alignment, and confirmation.

You can use mission for such as to-do task reminder, request other users do something, data collection, seeking your decisions, report review, workflow approval, and confirm AI-generated drafts.

Note, the "mission" in Bika.ai are different from "tasks" in typical to-do software, where users manually create and complete tasks.

In Bika.ai, missions are usually generated by AI or Automation, which also auto-determines their completion.

For example, in the scenario of "Daily Sales Report", the AI will automatically generate a mission for each sales member.

Once the members submit the form and the data record verified by the AI, this mission will be automatically completed.

Report

"Report" is generated by AI or automation based on predefined rules or data records, similar to an email, article, or document.

For example, as a sales manager, a daily customer report is automatically generated and submitted to you by AI, which is deeply integrated into the process but still obedient to your commands.

Resource Area

You will notice when installing templates that a template consists of multiple resources. For example, the "AI Create X Tweets Automatically" template consists of two resources:

• Automation resources: Schedule Tweets

• Database resource: Tweet Content

Explore Area

The explore area allows you to expand the possibilities with Bika, including template center, invite members, upgrades, customer service, and help & support. The template center offers a variety of AI automation templates that let you quickly solve work challenges.

Display Area

Here, you can display and edit your tasks, reports, and resource nodes, making it easy to understand and manage your work content.

Personal Settings

Click on the avatar in the lower left corner -> Personal Settings, you can see your personal information, account bindings and security, notification settings, login records, developer API, and referral rewards.

Space Management

Click on the space in the upper left corner -> gear icon, you can manage and set up the space, including space settings, invite members, member management, role management, third-party integrations, paid upgrades, usage & billing, and space audits.

Features

Language

Bika.ai supports system languages below

• English
• Simplified Chinese
• Traditional Chinese
• Japanese

Not only the system languages, the data apps includes database, fields, automation inside also support multi languages. What it means that if you can build your own custom ai data automations app to others that support multi languages depends on your users region.

Node Resource

Node Resource is a type of node implementaion like database, automation, form, document etc.

	Folder	Folder for storing and managing files
	Database	The database is similar to a spreadsheet but more versatile. Each database consists of rows and columns, where rows represent records and columns represent fields. You can create multiple databases within a folder to organize and categorize different data types. Databases support various field types, such as text, numbers, attachments, and links, allowing for diverse information storage. You can utilize views to filter, sort, and group data, enhancing data management and analysis efficiency.
	Document	A resource for creating and storing documents
	File	A resource for storing and managing pure files
	Automation	A resource for setting up and managing automation workflows
	Dashboard	A dashboard for summarizing and displaying key data
	Code Page	Code a page via React / Vue with Bika Page Data API
	Form	The form feature allows you to create custom forms to collect and input data into specified databases. You can quickly generate a form by specifying a view of the database, and then share it to various social groups. The submitted data will automatically update to the corresponding database, making it easy to manage and analyze. The form feature supports various field types such as text, attachments, checkboxes, etc., to meet different data collection needs.
	AI	A resource for artificial intelligence features
	Mirror	A resource for synchronizing and reflecting data

Automation - Triggers

An automation trigger acts as the "switch" that initiates an automation when specific conditions are met. Consider a Trigger as: When a specific event occurs (the Trigger) and certain conditions hold true, then the resulting event (the Action) takes place.

	HTTP If Change	Automatically trigger when HTTP response changes are detected.
	Scheduler	Automatically executes actions when the set time is reached.
	Webhook Received	Used when external systems need to send data to Bika.ai. Webhook provides a unique URL link that allows third-party applications (such as e-commerce platforms, CRM systems, etc.) to automatically transmit information to Bika.ai when specific events occur, thereby triggering corresponding automated workflows.
	Record Created	Executes actions when a new record is added to the database.
	Record Match	Executes actions when a new or edited record meets the criteria.
	Manually Run	Execute action when triggered by user's manual click.
	Datetime Field Reminder	Automatically execute actions when a datetime field in the record approaches or reaches a specific date.
	Form Submitted	Executes actions when a form is submitted.
	Inbound Email	Automatically execute actions when an email is received.
	Member Joined	Executes actions when a new member joins the space. (Coming Soon)
	Button Field Click	Perform action when clicking the button in the database button field. (Coming Soon)

Automation - Actions

An automation action refers to a step that carries out a task, activity, event, or change, such as sending an email. You can think of an action like this: When something occurs (the trigger) and the specified conditions are met, then this event (the action) takes place.

	Get Members List	Find space members who meet certain criteria.
	Get Records	Retrieve several records from a specified database, based on a view or filtering criteria.
	Create Record	Create a new record in a specified database.
	Update Record	Update one or more records in a specified database.
	Find Dashboard	Find a specified dashboard.
	Find Widget	Find a specified widget.
	Find Missions	Find specified missions. (Coming Soon)
	Create Mission	Create a new mission and assign it to specified members, roles, or teams.
	Run Script	Write script code to perform custom operations. Supports Python, JavaScript.
	ToolSDK.ai	ToolSDK.ai provides 2000+ MCP servers and 10000+ AI tools. It allows you to easily use third-party AI capabilities in your automation processes, quickly expanding your workflow functionality.
	Send HTTP Request	Initiate an HTTP request to interact with other systems.
	Send Message to WeCom Group	Send a message to a specified group via the WeCom group robot's Webhook URL.
	Send Message to Feishu Group	Send a message to a specified group via the Feishu custom robot's Webhook URL.
	Send Message to DingTalk Group	Send a message to a specified group via the DingTalk custom robot's Webhook URL.
	Send Message to Slack Channel	Send a message to a specified channel via the Slack app's Incoming Webhook.
	Send Message to Telegram	Send a message to a specified user or group via Telegram Bot.
	AI Text Summary	Summarize text content using an AI model. (Coming Soon)
	X(Twitter) - Create Tweet	Publish a tweet via the X(Twitter) API.
	X(Twitter) - Upload Media	Upload media files via X(Twitter) API, supporting images and videos.
	Condition	Execute different actions based on the result of a condition. (Coming Soon)
	Delay	Pause for a certain amount of time before executing the next action.
	Loop	Used for automating repetitive tasks by iterating through datasets and triggering corresponding actions based on preset conditions.
	Random	Randomly select one option from several inputs as the output. (Coming Soon)
	Round Robin	Sequentially cycle through several inputs as the output.
	Filter	If the filter conditions are met, subsequent actions will continue to run
	Send Report	Generate a report and send it to specified members or groups.
	Send Email	Send an email to specified recipients.
	OpenAI - Generate Text	Generate text content using the OpenAI API.
	DeepSeek - Generate Text	Generate text content using the DeepSeek API.
	Create Document	Dynamically generate documents through a combination of multiple steps and variables. (Coming Soon)
	Create Node Resource	Dynamically generate resource nodes (database, document, automation, form, etc.) through a combination of multiple steps and variables. (Coming Soon)
	Replace File	Bulk replace files using records from the database. (Coming Soon)

Mission

Mission is a smart, automative, traceable tasks differs from typical tasks or to-do lists, which you have to check off by yourself. For example, consider the Create Record Mission: when a user receives it, the mission will automatically be marked as complete only when the required record has been created.

	Quest	A set of missions consisting of multiple sub-missions related to business. For example, user onboarding (Coming Soon)
	Sequence	Missions that contain multiple steps and must be completed in order. For example, multi-level approval tickets (Coming Soon)
	Approval	A mission with only one step, where the task owner can click agree, refuse, or transfer to someone else. For example, leave approval (Coming Soon)
	Submit Form	Create a mission and assign it to a member, requesting them to fill out a specified form
	Submit Multiple Form	Members who receive the mission need to fill out all the specified forms before the mission is marked as complete. For example, entering contract orders, sales need to fill out customer, contract, payment record forms (Coming Soon)
	Enter View	Members who receive the mission will be guided to open a specified view of the database
	Review Record	Members who receive the mission will be guided to view a certain record in the database
	Create Record	Members who receive the mission need to create a record in the specified database
	Create Multiple Records	Members who receive the mission need to create a specified number of database records (Coming Soon)
	Create Task	Members who receive the mission need to create a new task (Coming Soon)
	Update Record	Members who receive the mission need to complete editing of a specified record to finish the mission
	AI Create Records	AI will automatically create records based on specified rules (Coming Soon)
	Comment Record	Members who receive the mission need to comment on a specified record to complete the mission (Coming Soon)
	Install Template	Members who receive the mission are required to complete the installation of a template (Coming Soon)
	Zoom Meet	Mission with a ZOOM meeting link, suitable for online meeting invitations (Coming Soon)
	Google Meet	Mission with a Google Meet meeting link, suitable for online meeting invitations (Coming Soon)
	Voov Meet	Mission with a Voov Meet meeting link, suitable for online meeting invitations (Coming Soon)
	Invite Member	Members who receive the mission are required to perform an invitation operation once (Coming Soon)
	Set Space Name	Members who receive the mission will be guided to the space settings interface to complete the setting of the space name (Coming Soon)
	Read Markdown	Members who receive the mission are required to view a specified Markdown document (Coming Soon)
	Read Template Readme	Members who receive the mission are required to view the documentation of a specified template (Coming Soon)
	Redirect Space Node	AI will automatically create records based on specified rules
	UI Launcher	Used to launch user interface-related functions or applications (Coming Soon)
	Reminder	Members who receive this task will get a reminder message

Database - View

A database view provides a specific way to visualize and arrange the underlying data in a database. The standard view is a grid, but other formats include forms, calendars, galleries, and kanban layouts. A single database can support multiple views and various types of views.

	Grid	The grid view offers a spreadsheet-like layout where users can view and manage data in a structured manner. Each column represents a field, and each row represents a record, allowing for quick browsing, filtering, and sorting of data. Suitable for scenarios requiring clear and organized management of large amounts of data
	Gallery	The gallery view displays records in a card format, using images from record attachments as covers. It is suitable for scenarios such as business cards, materials, and menus
	Kanban	The kanban view displays data in card format, with each column representing a status or category. Users can drag and drop cards between columns to reflect the progress of tasks or projects. Ideal for scenarios where visual tracking of workflows and task progress is needed
	Gantt	The Gantt view displays project progress on a timeline, allowing users to visually see the start and end times of tasks, as well as the dependencies between tasks. Ideal for scenarios where effective planning and management of project timelines are crucial (Coming Soon)
	Form	The form view allows users to create custom forms for easy data entry and collection. Users can share form links to collect data from external users, automatically adding the collected data to the system. Suitable for scenarios where simplifying data entry and collection processes is essential (Coming Soon)

Database - Fields

Database fields contain details or metadata for each record in a database. Database fields hold information or metadata for each entry in a database. These fields can take various forms, allowing data to be stored as text, single or multiple selections, images, checkboxes, numbers, user tags, and more.

	Single Line Text	Stores brief single-line text, suitable for titles, names and other concise information
	Multi-line Text	Used for storing long text content, such as detailed descriptions, comments or article body text
	Checkbox	Provides a yes/no option checkbox, suitable for status marking or simple boolean value selection
	Currency	Specifically for storing and formatting currency amounts, supporting different currency symbols and precision settings
	Date Time	Stores precise date and time information, suitable for scenarios that require recording exact time points
	Date Range	Stores time periods or date ranges, including start and end time points, suitable for project cycles, event times and other scenarios
	Number	Stores numeric data, supports integers and decimals, can set precision and format
	Percentage	Stores percentage values, automatically formatted as percentages, suitable for progress, ratios and other scenarios
	Phone	Specifically for storing phone numbers, suitable for contact information, customer profiles and other scenarios
	Email	Specifically for storing email addresses, suitable for contact information, notifications and other scenarios
	Rating	Stores rating information in the form of stars or numerical values, visually displaying evaluation levels
	Single Select	Selects a single option from a predefined list of options, suitable for status or classification scenarios
	Multi Select	Selects multiple options from a predefined list of options, suitable for multi-tag classification
	URL	Stores web link addresses, supports direct link jumping for access
	Member	Stores system member information, can select single or multiple members as field values
	Created By	Automatically records the user information of who created the record, convenient for tracking record sources
	Modified By	Automatically records the user information of who last modified the record
	Created Time	Automatically generated date and time string when a new record is created, cannot be changed manually
	Modified Time	Automatically generated date and time string when a record is updated, cannot be changed manually
	Link	Creates bidirectional associations with other databases, enabling inter-database data references and relationship maintenance
	Attachment	Allows uploading and storing various types of files as record attachments, such as documents, images or compressed packages
	Formula	Automatically calculates values through formulas, can reference other fields and perform mathematical or logical operations
	Auto Number	Automatically generates a unique sequence number for each new record, suitable for order numbers, work order numbers and other scenarios
	Lookup	Automatically looks up and displays values of specific fields from linked databases, enabling dynamic data references
	Video	Stores video files, supports uploading, previewing and playback functionality (Coming Soon)
	Voice	Stores audio files, supports recording, uploading and playback functionality (Coming Soon)
	Photo	Stores and displays image files, supports preview and thumbnail functionality (Coming Soon)
	API	Stores API interface information for interaction and data exchange with external systems (Coming Soon)
	AI Text	AI-generated text content that can reference data within database, suitable for customer service replies, product descriptions, content summaries and other scenarios to improve creation efficiency
	AI Voice	AI-generated voice and audio content suitable for voice assistants, podcasts and other scenarios (Coming Soon)
	AI Photo	AI-generated images and visual content suitable for product displays, social media and other scenarios (Coming Soon)
	AI Video	AI-generated videos and animated content suitable for advertising, social media and other scenarios (Coming Soon)
	Video Editing	Stores video clips that have been edited, preserving editing information and timeline (Coming Soon)
	JSON	Stores structured JSON format data, suitable for complex data structures or API response content (Coming Soon)
	Cascader	Provides multi-level linked dropdown menus, suitable for data selection with hierarchical relationships, such as regional selection (Coming Soon)
	One Way Link	Creates a one-way association with other databases, can only view data from the linked database from the current database (Coming Soon)
	Document	Stores rich text documents that support Markdown format, allowing direct creation and editing of document content within cells
	Button	Creates interactive clickable buttons that can trigger preset automated operations or events when clicked (Coming Soon)

Dashboard - Widgets

Widgets are used to display data in a visual and interactive way.

	Chart	Visualize data from tables in various forms such as bar charts, line charts, scatter plots, pie charts, etc.
	List	A component that displays lists (Coming Soon)
	Highlight number	Counts any column of data in a database and displays the count in a prominent style on the widget
	Text block	A component that displays text
	Pivot table	A quick data analysis tool for categorizing and summarizing detailed databases
	Icons	A component that displays icons (Coming Soon)
	Embed webpage	Embed content from other websites by entering a URL
	Progress bar	A component that displays a progress bar (Coming Soon)
	Progress bar	A component that displays a progress bar (Coming Soon)

Integrations

Integrations are connections between Bika.ai and external services or applications that enable seamless data transfer between both platforms. The choice of integration you select will ultimately depend on the specific problem you aim to address with your data. For instance, if you have a database records that tracks tasks and you want to utilize AI for summarization, you can leverage the OpenAI integration to send the data to OpenAI, and then use the returned information to send emails.

	OpenAI	Using OpenAI's GPT model, you can automatically generate natural language text, engage in intelligent conversations, write code snippets, or provide personalized suggestions.
	Slack App	Use the Incoming Webhook of the Slack app to send messages to channels. Combined with automation, it can automatically push notifications upon event triggers, such as task completion, system status updates, or project reports. It helps team members receive timely notifications in Slack channels, improving team collaboration and information transmission efficiency.
	Google	Bind your Bika account with your Google account to easily log in to Bika using your Google account, ensuring security and convenience.
	X(Twitter) OAuth2.0	Connect to the Twitter account via OAuth to achieve automated tweet creation. Combined with automation, it can automatically post tweets in scenarios such as news releases, daily updates, or marketing campaigns, achieving scheduled information publishing. It helps keep the media account active and increases interaction with followers.
	X(Twitter) OAuth1.0a	Connect to a Twitter account via OAuth1.0a User Context to upload media file(images, GIFs, and videos). Combined with automation, you can post tweets with media content.
	Zoom	Zoom integration allows users to schedule and manage Zoom meetings directly within the system. With automation, meetings can be automatically created, invitations sent, or attendees reminded when specific events are triggered. Suitable for managing online meetings and video calls conveniently and efficiently.
	Telegram Bot	Leverage the capabilities of the Telegram Bot to send messages to groups, channels, or private chats. Combined with automation, it can automatically push notifications upon event triggers, such as system status updates, event reminders, or team dynamics, ensuring users receive timely information on the Telegram platform for efficient event management and quick responses.
	DeepSeek	DeepSeek-R1 is a state-of-the-art large language model optimized with reinforcement learning and cold-start data for exceptional reasoning, math, and code performance.
	IMAP Email Account	By configuring an IMAP email account, users can integrate the ability to receive emails into the system. With automation, specific actions can be triggered when particular emails are received, such as automatically creating tasks, archiving emails, or triggering alerts. Suitable for scenarios where information needs to be extracted from emails and responded to.
	Airtable	Airtable integration allows users to directly synchronize Airtable form data into the system. With automation, relevant actions can be automatically triggered when form data is updated, such as updating databases, sending notifications, or generating reports. Suitable for business scenarios requiring real-time data synchronization and management.
	APITable	Through APITable integration, users can seamlessly connect APITable data with the system. Automation can automatically perform preset tasks, such as updating records, sending reminders, or triggering other operations, when data changes. Suitable for applications requiring flexible data management and quick responses.
	AITable.ai	AITable.ai integration enables users to integrate AITable.ai data into the system. With automation, various tasks can be triggered automatically when data changes, such as data synchronization, notification pushing, or report generation. Suitable for scenarios requiring efficient data management and real-time responses.
	SMTP Email Account	Configure a custom sending email based on the SMTP protocol. Combined with automated workflows, it can automatically send emails upon specific event triggers, suitable for scenarios such as task completion notifications, fault alarms, periodic report sending, and bulk marketing emails.
	WeCom Group Bot	Send messages to WeCom groups through the Webhook of the WeCom group bot. Combined with automation, it can be used for real-time project updates, system notifications, or meeting reminders within the enterprise. It ensures team members receive timely and important notifications in WeCom groups, improving team collaboration and information transmission efficiency.
	DingTalk Custom Bot	Through the Webhook of the DingTalk custom bot, automatically send various messages to DingTalk groups. Paired with automation, it can be used for task reminders, status updates, or project reports. By achieving instant push notifications of task completion or important information through DingTalk groups, it enhances internal communication and task management efficiency within the enterprise.
	Feishu Custom Bot	Send messages to groups through the Webhook of the Feishu custom bot. Used in conjunction with automation, it can automatically push regular updates, alerts, or meeting schedules on the Feishu platform. This integration helps team members stay informed of important developments in Feishu groups, enhancing workflow transparency and information sharing efficiency.
	Webhook	Use the Webhook to receive and process HTTP requests from external systems. Combined with automation, it can automatically trigger actions such as data updates, notifications, or workflow executions upon receiving specific events. This integration helps streamline processes and ensures timely responses to external triggers, enhancing overall system efficiency and connectivity.
	MySQL	MySQL is used to connect and manage MySQL databases, supporting data queries, inserts, updates, and deletions, helping users efficiently handle and store data.
	PostgreSQL	PostgreSQL is used to connect and manage PostgreSQL databases, supporting data queries, inserts, updates, and deletions, helping users efficiently handle and store data.
	Vika	Vika is used to connect and manage Vika databases, supporting data queries, inserts, updates, and deletions, helping users efficiently process and store data.
	Siri	Combining Apple Siri, Shortcuts, and the Bika API enables the automation of various workflows. For instance, users can quickly create a Bika mission for themselves or colleagues using Siri voice commands, freeing their hands and enhancing efficiency.
	WeChat Login	Bind your Bika account with your WeChat account to log in to Bika easily and quickly by scanning the WeChat QR code.
	GitHub	Bind your Bika account with your GitHub account to easily log in to Bika using your GitHub account, ensuring security and convenience.
	LinkedIn	LinkedIn is a professional social platform designed to help users build their professional networks, find job opportunities, and share industry insights. By integrating Bika's automation capabilities, you can efficiently manage your company or personal information.
	AWS Textract	AWS Textract is used to connect and manage AWS Optical Character Recognition services, supporting image text recognition and extraction, helping users efficiently process and store text data.
	Make.com	Make.com is an automation platform that helps users connect applications and services through no-code or low-code solutions, streamlining workflows. By integrating Bika's database and automation, it allows your data to flow seamlessly between platforms.
	Zapier	Zapier is an automation platform that helps users connect applications and services through no-code or low-code solutions, streamlining workflows. By integrating Bika's database and automation, it allows your data to flow seamlessly between platforms.
	AliCloud Tongyi Qianwen (Qwen)	Tongyi Qianwen is a large-scale language model developed by Alibaba Cloud. It can generate various types of text, such as articles, stories, poems, etc., and can provide customized answers and services based on user needs to help users solve problems and complete tasks.
	Claude.ai	The Claude model family are large language models (including Haiku, Sonnet, Opus) developed by Anthropic, providing intelligent conversations, content generation, and data analysis services. It can understand complex queries and provide accurate answers, helping users improve work efficiency and creativity.
	Google AI	Google AI is a series of large language models (including Gemini) developed by Google, capable of providing intelligent conversations, content generation, and data analysis services. It can understand complex queries and provide accurate answers, helping users improve work efficiency and creativity.
	Tencent Hunyuan	Tencent Hunyuan is a large language model developed by Tencent, featuring powerful Chinese composition, logical reasoning in complex contexts, and reliable task execution.
	ByteDance Doubao	ByteDance Doubao integration for intelligent conversations and content generation.

Product Comparison

• airtable: Compare to Airtable, Bika.ai is more focused on AI automation and proactive assistance. Bika.ai is more suitable for users who need more automation and AI assistance in their work and life.
• zapier: Compare to Zapier, Bika.ai is more focused on out-of-box templates and database workflow. Bika.ai is more suitable for users who need more automation and AI assistance in their work and life.
• make: Compared to Make, Bika.ai provides more integrated AI-driven solutions and proactive automation directly within its platform. Bika.ai is ideal for users seeking deep automation with advanced AI capabilities to streamline complex workflows and data management tasks.

More Features

Overall, Bika.ai offers a range of proactive and automated novel functions, suitable for both individuals and businesses.

• Space: Space is your personal or team workspace, where each Space can have multiple members, each with multiple tasks, reports, resources, AI Agents, etc.
• Resources: Resources are objects that can be operated on automatically by AI, including:
  • Automated Processes: Set up scheduling and triggering events to automate certain tasks.
  • Datasheets: Similar to multidimensional tables or database tables, these are structured tables that support billions of data rows.
  • Views: Independent representations of data from datasheets, such as grid views, gallery views, mind map views, kanban views, full-feature grid views, and calendar views.
• Task: Unlike the "personal tasks" you're familiar with, these are tasks generated automatically by AI, with AI automatically assessing their completion.
• Report: Summaries and reports generated automatically or by AI.
• Datasheet:
  • Large Data Volume: Multidimensional tables supporting billions of data rows, suitable for large data volume chart creation and AI data training.
  • Rich API: Full-stack OpenAPI access from data to metadata, using Bika.ai as if it were a business database like PostgreSQL, MySQL, etc.
  • Linking: Unidirectional/bidirectional table linking and infinite cross-linking.
  • CRUD: Create, browse, update, and delete tables, columns, and rows.
  • AI Search: Perform AI search and question-answering across the entire data tables, views, and knowledge bases, transforming them into a productivity knowledge base.
  • Personalized Toolbar: User-specific toolbar actions like filtering and grouping are independent and do not affect other users.
  • Field Operations: Sorting, filtering, grouping, hide/unhide, and height setting.
  • Based on Space: Uses separated workspaces instead of App/Base structures, making infinite table connections possible.
  • Dark Mode and theme customization.
  • 7 Types of Views: Datasheet (Grid) / Gallery View / Mind Map View / Kanban View / Full-Feature Grid View / Calendar View.
• Templates: Truly one-stop templates that bundle automation, third-party integrations, datasheets, and organizational roles together for one-click installation and use;
  • Upgrade Templates: Installed templates can follow official upgrades or be fine-tuned lightly by users.
  • Publish Templates: One-stop, full-stack templates can be published externally and even sold, with protected intellectual property; templates do not lose control rights after installation.
• Personal, Team, and Enterprise Structure Management:
• Multilingual: Default support for English, Simplified Chinese, Traditional Chinese, and Japanese, seamlessly supporting international team collaboration, with more languages welcome.
• Enterprise-Level Permissions:
  • Permissions: Supports personal, team, and enterprise-level permissions, including row, column, and folder permissions.
  • Independent Resource Views, transforming views into mirrors to achieve advanced permission segregation.
  • Activate Column Permissions with straightforward operations.
  • Folder/Sub-folder/File Permissions
  • Tree Structure Folders and Customizable Resources (Node Files)
  • Team Management & Organizational Structure
  • Support whitelabel and self-hosting.
• Future Enhancements:
  • AI Voice: Fully intelligent.
  • AI Creation:
  • Terraform Resource Control
  • Integration with n8n.io, Zapier, make.com, Appsmith, and more
  • Single Sign-On (SSO)/SAML and other authentications
  • Custom Extensions and Plugins
  • Auditing
  • Database Auto Backup/Export
  • Security Watermarks
  • Slack, Teams, WhatsApp, Telegram, DingTalk, Wecom, Feishu Integrations
• ....

Completely Free Trial

Currently, Bika.ai is completely free to use with very generous usage limits. You can refer to the free specifications for details, see our pricing page.

If you have ideas and want to suggest some features, please join our community to give feedback and make suggestions: https://bika.ai/contact-service

If you have further needs such as private deployment or feature scheduling, please contact our sales manager.

Frequently Asked Questions: What is Bika.ai?

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