Template Help Pricing Blog Community

Login

Product: Login & Register; Template Center; Integration Apps; Skillsets (AI Tools); AI Models; API Documentation

Support: Help Center; Tutorial; Roadmap; Brand Assets; Privacy Policy; Terms of Service

Contacts: Community; Contact Sales

Company: Affiliate; About us

© 2025 Copyright Bika.ai

call to action

Recommend Reading

What Is the Best No-Code AI Agent Builder?
5 best AI agent builder platforms in 2025
What Is a Vertical AI Agent? Definition, Examples, and How It Works
AI Agent Development Companies: What They Do and Why Your Business Needs One
How to Built an SEO AI Agent That Learns and Improves Daily

Executes actions when a new or edited record meets the criteria.

Record Match

Executes actions when a new or edited record meets the criteria.

UI DEMO

This is a UI interaction demo and function parameter example of this feature. You can experience it. Please note that this interaction demo only shows the UI interface and some parameters, and does not have actual data operations. If you want to really use this function, please log in to the system and enter the resource editor, and the function will take effect at that time.→ Go to Space

Editor

Trigger type

Record Match

Note

Please provide a concise and clear note, which will be displayed on the automation main interface for better understanding.

Select database *

Please select a resource

This field cannot be empty

Run test

Run a test to verify the automation flow and ensure it works as expected.

Recommend Templates

These are the related templates that includes the feature. You can install it to get it started.

Contractor / Freelancer Management

Streamlined contractor and freelancer management template that centralizes resources, automates application reviews, approval workflows, task assignment, and tracks project expenses for full transparency and budget control.

Content Marketing for SEO

Use the Content Marketing for SEO template as a powerful content strategy template to streamline SEO content management and content workflow management from idea to publication. This content marketing automation setup helps you align content with SEO keywords, manage personas for persona based marketing, and track every step in a visual content marketing dashboard and content performance dashboard. Improve online visibility by organizing topics, workflows, and campaigns in one place so your team can plan, produce, and optimize SEO content more efficiently.

Automate lead generation, outbound email automation, and 3-day follow-up email sequences with Bika.ai. Create automated follow-up emails, email automation flows, and email reminders efficiently. Boost sales, BD, and marketing campaigns with AI-powered email automation, streamline lead research, and manage automated email outreach effortlessly.

Use the Agile Workflow template as a centralized project management workspace for your Agile team. Streamline sprint tracking and backlog management, handle backlog prioritization with clear views, and improve project visibility across tasks, stories, and sprints. Built‑in agile automation and automated reminders power daily scrum standups, sprint start and end notifications, and overdue task alerts, helping teams stay aligned, reduce manual follow‑up, and keep every sprint on track.

Streamline your team's workflow with our Issue Tracking template. Manage issues efficiently, assign tasks, track problem resolution, and monitor progress in real-time. Automated notifications and weekly summaries improve collaboration, enhance issue management, and ensure timely resolution, making it perfect for product managers, developers, QA engineers, and support teams focused on effective problem tracking and team coordination.

Send Emails in Bulk (Tag Triggered)

Easily manage your recipient list and email records with a tag-triggered email automation system. Set up workflows in minutes to send personalized event emails or product updates automatically. Enjoy an easy setup process, clear tracking of open and reply rates, and precise control over every send—all powered by Bika.ai.

AI Project Issues and Tickets

Use the AI Project Issues and Tickets template as a complete issue tracking template and AI-powered project ticket system for product and project teams. Collect bug tickets, customer support tickets, and feature request form submissions in one place, and manage ticket prioritization and status updates with automated notifications. Every week, an AI summary report aggregates all requests and bugs, giving project managers, product owners, QA engineers, customer support, and business analysts clear insights into user feedback, development progress, and your overall AI project workflow.

AI Invoice Information Recognition

This AI Invoice Information Recognition template uses invoice OCR AI to automatically extract key fields from invoice images and turn manual entry into financial data automation. Set up an end-to-end invoice processing workflow that captures invoice numbers, dates, amounts, and taxes, and stores everything in a structured database. Extend the same flow to receipt data extraction and purchase order processing so finance teams, SMEs, and accountants can handle bulk documents faster, reduce errors, and keep all financial data accurate and searchable.

7-Day Automated Email Marketing

Quickly set up a 7-day automated email sequence to guide new users, onboard customers, and run product launch or welcome campaigns. Perfect for SaaS email marketing, automated follow-up emails, and continuous engagement to improve user activation, retention, and early product adoption.

AI Automated Product R&D Management

AI Automated Product R&D Management helps teams efficiently control the entire product development workflow, covering task assignment, bug management, product iteration, automated reporting, and notifications. Leverage AI-powered optimization to streamline development, track requirements, and generate iteration reports automatically, improving collaboration and R&D efficiency. Ideal for product managers, R&D teams, and agile development workflows.