Bika
Video

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

Bika.ai, the first AI organizer for vibe working. Build your own agentic AI team combines AI agents, automation, databases, dashboards, and documents.





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 AI Automation Templates
Customer Support Scribe
Customer Support Scribe is an AI tool designed to automate customer support and improve AI customer communication. It works as an FAQ generator and SOP generator, streamlining helpdesk automation with professional, ready-to-use support templates for teams.
Email Marketer
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.
Automated Birthday Email Celebration
Automated Birthday Email Celebration
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.
AI Sales Report
AI Sales Report
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.
AI VAT Invoice Information Recognition (China)
AI VAT Invoice Information Recognition (China)
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.
Lead Notification Automation and AI-Driven Strategies
Lead Notification Automation and AI-Driven Strategies
Use the Lead Notification Automation and AI-Driven Strategies template as a lead management template that connects your lead capture form and lead intake form to fully automated lead follow up. When a new client submits information, triggers and rules route the lead into your MQL database, AI generates follow‑up suggestions, and email plus Slack notifications are sent automatically. This reduces response times, supports consistent follow‑up from sales and support teams, and drives customer satisfaction improvement by ensuring every lead is acknowledged and handled promptly.