Automation

A resource for setting up and managing automation workflows

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

Recommend Templates

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

Slack Channel Scheduled Notifications

This template is used to set up scheduled reminders in a Slack channel to ensure team members complete tasks on time, attend meetings, and get key updates. Through pre-set automated reminders, the team can regularly receive important notifications, reducing omissions and the burden of manual reminders, thus improving overall collaboration efficiency.

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HR Team Project Tracker

Monitoring staff programs, spontaneous client requests, and strategic initiatives can be difficult in expanding teams. Centralize your projects and tasks to improve teamwork and control.

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Rotating Duty Reminder(Slack)

Effectively organize team shifts, automatically record and remind about shift information to ensure every member receives timely shift notifications. This includes reminders for meeting rotations, project rotations, operations and maintenance rotations, among others.

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Business Contract Management

The challenges in traditional contract management, such as dispersed information, difficulty in tracking, repetitive data entry, and lack of transparency in status, have been addressed. This effectively helps teams efficiently manage the contract lifecycle, reduces manual operations, and improves data accuracy and team collaboration efficiency

Install

OKR Tracker & Quarterly Report Automation

OKR (Objectives and Key Results) is a set of management tools and methods for clarifying and tracking goals and their completion. In 1999, OKR was promoted by Google and widely used by Facebook, LinkedIn and other companies. In 2014, OKR was introduced to China.

Install

AI Batch Image Recognition(OpenAI gpt-4o)

Bika.ai uses OpenAI gpt-4o for image recognition. When an image is uploaded to the table, the automation is triggered to send the data to OpenAI for recognition, and update the information to the "Image Text Content" column.

Install

Onboard & Engage: New User Welcome Automation

Kickstart user engagement with this automated welcome series. Begin with a warm welcome email and give users the option to unsubscribe. For those who stay engaged, send a follow-up email 4 days later asking for valuable product feedback. Track open rates and retention, while ensuring unsubscribed users are excluded from further emails. 🔖Tip: You can customize email content with HTML for a richer experience. Please replace the unsubscribe link in your emails 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

Sales Contract Automation Management

This template is designed for the financial management team, focusing on tracking and managing the payment status of cooperative customers to improve the efficiency and accuracy of payment collection.

Install

Automated Stock Data Retrieval (Python)

Retrieve specific stock information every day at a specific time and save it to a table. You can easily track and analyze stock trends, save time, and improve investment decisions.

Install

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