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

This AI Invoice Information Recognition template uses invoice OCR AI to automatically extract key fields from invoice images and turn manual entry into financial data automation. Set up an end-to-end invoice processing workflow that captures invoice numbers, dates, amounts, and taxes, and stores everything in a structured database. Extend the same flow to receipt data extraction and purchase order processing so finance teams, SMEs, and accountants can handle bulk documents faster, reduce errors, and keep all financial data accurate and searchable.

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.

Automatically extract and create subtitles from YouTube videos using our powerful automatic subtitling and auto caption tool. Improve video accessibility, streamline subtitle recognition, and manage YouTube content effortlessly. Perfect for creators, marketers, and managers who need fast subtitle creation, accurate YouTube subtitle extraction, and automatic video captions—all in one seamless workflow powered by Bika.ai.

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.

Step-by-step guide to connect your Google Analytics 4 (GA4) property to the Google Analyst agent. Covers creating a Google Cloud service account, enabling the Analytics Data API, granting GA4 Viewer access, and configuring the agent with supported metrics like sessions, users, bounce rate, conversions, and more. Perfect for quickly setting up GA4 data reporting in Bika.ai

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.