ReferenceNode resource
Automation
A resource for setting up and managing automation workflows
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
Change cover
Triggers
Actions
Renderer
Menu
Recommend Templates
These are the related templates that includes the feature. You can install it to get it started.
Automated Stock Data Retrieval (Python)
The Automated Stock Data Retrieval (Python) template automatically fetches US stock data every day and writes it into a structured table, giving you clean, consistent time series for analysis. Use it as part of your financial data automation stack to power stock trend analysis, dashboards, alerts, and quantitative analysis data for models and backtests. Designed for financial analysts, investment managers, data scientists, quants, and portfolio managers, it saves time on manual data collection so you can focus on research, strategy, and better investment decisions.
Stock Trend News Roundup
Stay informed with the Stock Trend News Roundup — your source for real-time market alerts, stock headlines, and comprehensive trading updates. Get curated stock summaries, company analysis, and financial monitoring with smart filtering and full news automation. Perfect for investors, analysts, and traders tracking market trends and company movements.
Weekly meeting reminder (WeCom)
Automate your weekly meeting reminders with WeCom using Bika.ai. This template ensures team engagement, seamless corporate communication, and office productivity by sending timely alerts with meeting time, location, and agenda. Improve participation, reduce managerial workload, and streamline planning with automated office alert and meeting planning tools.
Onboard & Engage: New User Welcome Automation
Streamline your new user onboarding with this automated welcome email sequence. Send personalized welcome emails, schedule follow-ups after 4 days, and ensure unsubscribed users are excluded. Perfect for SaaS businesses, marketing teams, and customer success teams looking to improve engagement, retention, and early product adoption through automated email sequence automation, follow-up email automation, and welcome email campaigns.
Slack Channel Scheduled Notifications
Automate your Slack reminders with the Slack Channel Scheduled Notifications template. Schedule team reminders, daily updates, and project notifications to boost collaboration and meeting attendance. Customize message content and formats, run automation tasks, set flexible trigger times, and deliver important information directly to your Slack channel without the burden of manual reminders.
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.
Agile Workflow
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.
Email Marketer
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.
Business Contract Management
Streamline your entire contract lifecycle with the Business Contract Management template. This centralized contract management system serves as an all-in-one contract database and centralized contract repository for tracking contract details, approvals, and activities. Automate key processes through a contract approval workflow and contract workflow management, ensuring accuracy, transparency, and collaboration across teams. Ideal for project contract management, this template simplifies service request tracking, reduces manual work, and improves efficiency from contract submission to expiration reminders.
Issue tracking
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.