Welcome to our tutorial!
Bika.ai Automation connects your database with other business systems and enables truly automated workflows — from triggers to actions, everything runs seamlessly.
In this video, you’ll discover how to create and configure automations in Bika.ai, set up triggers and actions, test workflows, and activate them for continuous operation. Let’s see how to save time and eliminate repetitive tasks with automation.
Recommend Reading
- What Are Dynamic AI Agents and Why They Matter for Your Business
- How Agentic AI Resolves Issues: Real-World Use Cases
- Inferred Sentiment in AI Stock Analysis: The Secret to More Accurate Predictions
- AI Agent Development Companies: What They Do and Why Your Business Needs One
- From Idea to Launch: Using AI Agents to Create a Complete Brand Identity
Recommend AI Automation Templates
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.
Interview Questions
Streamline your hiring process with Bika.ai’s Interview Questions template. Create and manage interview forms, checklists, and tables while automating reminders and task assignments. Evaluate candidates’ management style, cultural fit, and key weaknesses efficiently. With a centralized recruitment dashboard, monitor candidate selection, track interview feedback, and optimize your recruitment strategy. Ideal for HR leaders, recruiters, and hiring teams seeking a smart, automated way to improve hiring efficiency and ensure precise talent screening.
Project Progress Management
Boost your team’s efficiency with the Project Progress Management Template. This powerful tool simplifies progress tracking, project monitoring, and task automation by centralizing all project information in one workspace. Generate weekly progress reports automatically, visualize data through interactive dashboards, and gain project insights that improve transparency, task completion, and overall project efficiency. Perfect for teams and enterprises looking to streamline project reporting and progress management.
Beginner's Playground
A template suitable for beginners to learn, containing examples of all resource types supported by Bika. You can learn and modify it to your desired effect.
3-Day Outreach Email Campaign
Quickly launch a 3-day automated email outreach campaign with this ready-to-use email outreach template. Run an email drip sequence of automated welcome emails for new users to boost activation, retention, and early engagement. This workflow helps you send the right message on each of the first three days, pause the sequence when users reply, and avoid over-contacting them. Ideal for customer success teams, SaaS product managers, marketers, and startup founders who want a simple, automated way to guide new users into your product.
PR & media CRM
Streamline your PR and media management with this PR & Media CRM template. Organize journalist contacts, track press coverage, manage relevant articles and publications, monitor PR campaigns, and enhance outreach efficiency. Use PR analytics, communication tracking, and workflow automation to improve engagement, optimize media performance, and build strong public relations.