Find Records

Retrieve several records from a specified database, based on a view or filtering criteria.

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

Recommanded Templates

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

Regular Invoice Collection for Paid Payments

Regularly collect paid invoices to ensure the finance department receives them on time and manage invoice data

Install

14-Day Automated Cold-Email Outreach Campaign

This template is designed for cold outreach to influencers, peers, or potential partners. It automates a 14-day email sequence that gradually introduces Bika.ai to your target audience and nurtures engagement. The workflow includes a series of five emails sent on Day 1, Day 2, Day 4, Day 7, and Day 14, with an unsubscribe option in each email. The sequence pauses if the recipient replies or unsubscribes, ensuring that you’re not over-communicating with uninterested prospects. With this template, you can: - Automate cold outreach without the need for manual follow-ups. - Track outreach progress and engagement. - Customize emails to reflect your brand’s voice and offerings. - Reduce manual work by automatically updating the status of email outreach. - Easily manage unsubscribes to maintain a compliant outreach process. 🔖Tip: Please replace the unsubscribe link in your email with the share link to the "Unsubscribe Form" you’ve created.

Install

Issue tracking

An issue tracking template to manage reported problems, track resolutions, and organize tasks for efficient team collaboration and product improvement.

Install

Creative agency proposal planning

Received a new RFP from a prospective client? Utilize this comprehensive template to guide your team through the RFP lifecycle, ensuring timely progress and a structured approach to secure that significant contract.

Install

AI Automated Task Management

Helps teams efficiently manage weekly tasks. Through a series of automation tools, including task summaries, progress reminders, and personal summary reports, team members can promptly obtain task information and progress, thereby improving collaboration efficiency and work transparency. By using these automation features, teams can maintain efficient operations and ensure that each member has a clear understanding and sense of responsibility for their tasks.

Install

Send Emails in Bulk

Super easy-to-use bulk email sending function, an intuitive data table, enter email addresses or collect them through forms, trigger to send in bulk, and see open rates and reply rates

Install

Relationship Care

You can use this template to record your relationship care activities, and the system will automatically remind you to care for your loved ones.

Install

Contractor / Freelancer Management

The Contractor/Freelancer Management Template 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

B2B AI CRM

AI automation to manage your clients, prompt you or your sales team to write visit records every week, suitable for B2B sales teams targeting enterprise organizations.

Install

Daily Standup

It is a short meeting where team members discuss their work from the previous day, what they plan to work on today, and any obstacles that may prevent them from achieving their goals.

Install

Template

Help

Pricing

Recommend Reading

Find Records

UI DEMO

Editor

Recommanded Templates