Video: How to Use Automation in Bika.ai | Beginner Guide

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.

The Automated Currency Data Retrieval (JavaScript) template runs daily jobs to fetch exchange rates and write them into a table, giving you clean, structured historical exchange rate data without manual copy‑paste. Use it for financial data automation that feeds dashboards, alerts, and automated financial reporting, so finance teams, forex traders, accountants, and analysts always have up‑to‑date FX data. Over time, the template becomes a lightweight risk management tool by helping you monitor currency movements, spot trends, and support better investment and hedging decisions.

Discourse Community Manager Agent is an AI community assistant that helps you quickly generate clear, friendly, and well-structured replies to user posts. This AI reply generator makes community moderation easier, faster, and more professional.

Streamline your investment tracking with Bika.ai’s Investor Deal Flow template. Manage prospective deals, company contacts, and transaction details efficiently through a centralized dashboard. Track deal pipelines, monitor deal progress, and analyze deal analytics to improve management efficiency and ensure timely decision-making. Ideal for sales teams, investment firms, entrepreneurs, and business development teams seeking a complete deal management solution.

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.

Automate birthday email automation with the Automated Birthday Email Celebration template. Send personalized, automated birthday emails using a flexible birthday email template and automated email template that work with your customer data integration. Use this email scheduling tool to set automated email reminders and schedule birthday marketing emails at the perfect time. Boost customer retention emails and loyalty with B2B email automation and an email personalization tool that delivers timely, relevant birthday email campaigns without manual work.