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

Recommend Templates

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

AI Invoice Information Recognition

This template uses OpenAI's GPT-4o model to automatically extract key information from invoices, helping businesses or individuals reduce manual entry and improve financial data management efficiency.

Install

Weekly meeting reminder (Slack)

With this template, Bika.ai can send reminders via Slack before the weekly team meeting, including the time, location, and agenda. Moreover, by leveraging Bika, you can expand to more instant messaging platforms or notification methods, ensuring that team members join on time and the meeting proceeds smoothly.

Install

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.

Install

AI Sales Report

Automatically generate a sales report for store managers based on the past 7 days of sales data.

Install

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

Business Contract Management

The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency

Install

Telegram Scheduled Notifications

You can set up scheduled notifications in Telegram groups, channels, and private chats. Ensure team members complete tasks on time, attend meetings, or stay informed about important information. This feature helps improve team collaboration efficiency and ensure smooth workflow.

Install

Contractor / Freelancer Management

The Contractor/Freelancer Management simplifies management from screening to completion. Centralizes resource management, links tasks, automates interview feedback emails, and tracks project expenses for transparency and budget control.

Install

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

AI Batch Image Recognition(OpenAI gpt-4o)

Bika.ai uses OpenAI gpt-4o for image recognition. When an image is uploaded to the table, the automation is triggered to send the data to OpenAI for recognition, and update the information to the "Image Text Content" column.

Install

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