Automation

Lead Management Automation streamlines your sales workflow by managing leads efficiently through a Lead Pool, Lead Submission Form, Automated Lead Assignment, Lead Recycling, and a real-time Lead Dashboard. Monitor lead status, prioritize follow-ups, and improve conversion rates with automated reminders and comprehensive lead reporting, ensuring your sales team works smarter and closes more deals.

This AI VAT Invoice Information Recognition (China) template uses Baidu AI Cloud to deliver AI invoice extraction and end‑to‑end invoice workflow automation for Chinese VAT invoices. Automatically recognize key fields, verify invoices, and write results into your database to streamline financial data management. Support supplier invoice processing and purchase order invoices in the same flow, reducing manual input, lowering error rates, and helping finance teams, SMEs, accountants, and procurement departments keep VAT invoice records accurate, searchable, and audit‑ready.

Easily retrieve student grades and exam results with Bika.ai's Information Query template. Submit queries via the intuitive Query Form, track Query Records, and access Score Information or Academic Scores instantly. Receive real-time Query Results through automated email notifications and feedback automation. Perfect for students, parents, homeroom teachers, and teaching assistants, this system streamlines student feedback, ensures accurate result verification, and enhances academic information management.

The AI Sales Report template turns raw sales data analysis into automated sales reporting and a clear weekly sales report for every store. Use AI sales analytics and AI retail analytics to run sales performance analysis, sales performance monitoring, and sales trend analysis across locations. It works like AI business intelligence for retail teams, supporting business analyst reporting, automated report delivery, and trend analysis for sales so managers and analysts can make faster, data‑driven decisions without manual reporting.

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.

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.

Automate your Twitter (X) account with Bika.ai's AI-powered template. Schedule tweets, post automatically, and save time while keeping your account active 24/7. Perfect for social media managers, businesses, and influencers.

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.

Helps teams efficiently manage weekly tasks. Through a series of automation tools, including task summaries, progress reminders, and personal summary reports, team members can promptly obtain task information and progress, thereby improving collaboration efficiency and work transparency. By using these automation features, teams can maintain efficient operations and ensure that each member has a clear understanding and sense of responsibility for their tasks.

Automate WeCom scheduled notifications with Bika.ai to deliver timely reminders, announcements, system alerts, and team updates. Customize message content, schedule daily or workday triggers, use Markdown or template cards, and send messages via Webhook with zero manual effort. Improve collaboration, streamline communication, and ensure consistent team alignment.