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Automate your work with Business AI Agents

Bika.ai, Business AI Agents platform that combines no-code, billion-row spreadsheet-database, form, wiki notes, automation workflow for your marketing, sales, and projects→ Read more about what is Bika.ai

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📣 Marketing

💼 Sales

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📁 Operation

🤖 Automation

🧠 AI

🔗 Integration

📜 Script

🔬 Technology

📧 Email

🔥 Featured

We recommend you to try these templates to save your time

AI Automated X Tweets
You can use this template to achieve AI automated X(Twitter) tweets, read the prepared tweet content in the database, and automatically post tweets to help you increase the exposure of social media and increase fan interaction.

72

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.

60

7-Day Automated Email Marketing
Quickly set up a 7-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.

87

Email-to-Task Automation for Support Teams
The Email-to-Task Automation for Support Teams template is a cutting-edge solution designed to monitor customer emails in the support inbox in real-time and convert them into ticket tasks. It also automatically rotates the assignment of follow-up personnel. This template assists teams in automatically gathering and organizing customer feedback, ensuring that all customer issues are promptly tracked and responded to, thereby enhancing the efficiency and quality of customer service.

192

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.

168

AI Project Issues and Tickets
Use AI automation to manage your product and project work orders, requirements, and bugs. By automatically collecting, summarizing, and prompting actions, you can manage project progress more efficiently and provide timely feedback to users on development progress

77

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.

274

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.

205

Send Emails in Bulk (Tag Triggered)
Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.

65

📣 Marketing

For marketers and influencers, automating daily marketing routines such as bulk social media posting with Bika.ai helps exponentially amplify your influence.

7-Day Automated Email Marketing
Quickly set up a 7-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.

87

Email-to-Task Automation for Support Teams
The Email-to-Task Automation for Support Teams template is a cutting-edge solution designed to monitor customer emails in the support inbox in real-time and convert them into ticket tasks. It also automatically rotates the assignment of follow-up personnel. This template assists teams in automatically gathering and organizing customer feedback, ensuring that all customer issues are promptly tracked and responded to, thereby enhancing the efficiency and quality of customer service.

192

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.

168

Send Emails in Bulk (Tag Triggered)
Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.

65

Content Marketing for SEO
Content Marketing is crucial for SEO results. This template streamlines your strategy, tracks content production, sparks new ideas, aligns content with SEO keywords and audience, and manages campaign workflows.

182

📋 Project Management

For project managers, Proactive AI Automation can automatically remind team members of upcoming tasks and provide detailed reports on project statuses, ensuring even complex project management is well-organized.

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.

214

Information Query (Student Grades)
This template is used for querying information data and providing feedback on query results via email. It ensures information isolation while allowing external users to easily retrieve the required information. In addition to exam result queries, it can also be used for use case such as competition registration results and bid results, ensuring efficient responses and accurate retrieval of necessary information.

103

Project planning
Even the simplest project has many elements to track. With this comprehensive template, you can easily manage all project elements, ensuring you stay focused and in control throughout the project's lifecycle.

50

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

16

Project tracker
The project tracker template is designed to help teams effectively manage and track project progress. Through this template, users can easily record tasks, assign responsibilities, set deadlines, and update project status in real time.

88

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.

165

AI Automated Product R&D Management
AI Automated Product R&D Management helps teams efficiently control the entire product process, covering requirements-tasks-BUG management. Based on AI-structured data intelligent analysis and optimization, it automatically generates iteration reports and improves collaboration efficiency.

181

Contractor / Freelancer Management
The Contractor/Freelancer Management simplifies management from screening to completion. Centralizes resource management, links tasks, automates interview feedback emails, and tracks project expenses for transparency and budget control.

55

Weekly meeting reminder (Slack)
With this template, Bika.ai can send reminders via Slack before the weekly team meeting, including the time, location, and agenda. Moreover, by leveraging Bika, you can expand to more instant messaging platforms or notification methods, ensuring that team members join on time and the meeting proceeds smoothly.

141

AI Project Issues and Tickets
Use AI automation to manage your product and project work orders, requirements, and bugs. By automatically collecting, summarizing, and prompting actions, you can manage project progress more efficiently and provide timely feedback to users on development progress

77

User Story Mapping
This folder contains the Bika.ai User Story Mapping Template, designed to help teams effectively organize and prioritize user stories. With this template, you can clearly visualize the user journey, identify key features, and ensure that new capabilities align with user needs.

212

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

143

Visual inspiration tracking with web clipper
This template is designed to help users easily collect and manage visual inspiration from the web. Whether you're a designer, artist, or anyone seeking creative ideas, this template allows you to quickly record and categorize various visual assets. Users can customize fields and views according to their needs, ensuring that their materials are organized effectively.

55

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.

274

Agile Workflow
Streamlines project management for teams, enhancing collaboration and visibility in Agile practices

64

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.

175

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.

154

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.

58

Stakeholder Analysis
Team interaction is the key to propelling projects forward, the bond that maintains alignment among project teams, and the link that facilitates strategic planning. Even seasoned project managers find the complexity of project management increasing as the number of team members and key stakeholders expands.

69

🤖 Automation

Automation

AI Automated X Tweets
You can use this template to achieve AI automated X(Twitter) tweets, read the prepared tweet content in the database, and automatically post tweets to help you increase the exposure of social media and increase fan interaction.

72

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.

60

Stock Trend News Roundup
This template queries and summarizes news about specific companies, providing you with 10 selected news reports every day to help you make investment decisions.

44

7-Day Automated Email Marketing
Quickly set up a 7-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.

87

Email-to-Task Automation for Support Teams
The Email-to-Task Automation for Support Teams template is a cutting-edge solution designed to monitor customer emails in the support inbox in real-time and convert them into ticket tasks. It also automatically rotates the assignment of follow-up personnel. This template assists teams in automatically gathering and organizing customer feedback, ensuring that all customer issues are promptly tracked and responded to, thereby enhancing the efficiency and quality of customer service.

192

Email Reminder
Set timed email reminders to ensure team members receive notices at specific dates and times, keeping them on schedule with tasks and informed about crucial updates.

90

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.

168

Weekly meeting reminder (WeCom)
Set reminders to be sent to team IM or email prior to the start of meetings based on pre-set times, including details of time, location, and agenda, ensuring timely and smooth participation in weekly meetings.

98

Scheduled reminder for Feishu group messages
Utilize the power of Bika to automate your Feishu group notification and reminder process, and easily send a variety of custom robot message types such as text, rich text, message cards, etc. This innovative solution not only saves your precious time, but also enhances the efficiency and professionalism of information communication, It is the ideal choice for enhancing your team's collaboration and communication efficiency.

121

Telegram Scheduled Notifications
You can set up scheduled notifications in Telegram groups, channels, and private chats. Ensure team members complete tasks on time, attend meetings, or stay informed about important information. This feature helps improve team collaboration efficiency and ensure smooth workflow.

225

Rotating Duty Reminder(Wecom)
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.

220

AI Sales Report
Automatically generate a sales report for store managers based on the past 7 days of sales data.

26

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.

154

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.

58

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

246

Send Emails in Bulk (Tag Triggered)
Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.

65

WeCom Scheduled Notifications
By using Bika automation to send scheduled notifications, you can streamline communication processes and ensure that your team receives timely and consistent notifications. This helps you automatically send reminders, announcements, system alerts, and promotional messages, thus enhancing team collaboration efficiency

48

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.

59

Scheduled message reminders for DingTalk groups
Utilize the powerful functions of Bika to automate the notification and reminder processes in your DingTalk groups. You can easily send various types of custom robot messages, including text, links, Markdown, ActionCard, and FeedCard. This automated solution not only saves your precious time but also improves the efficiency and professionalism of information dissemination. It is an ideal choice for you to enhance team collaboration and communication efficiency.

284

🧠 AI

AI

AI Invoice Information Recognition
This template uses OpenAI's GPT-4o model to automatically extract key information from invoices, helping businesses or individuals reduce manual entry and improve financial data management efficiency.

2

7-Day Automated Email Marketing
Quickly set up a 7-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.

87

Email-to-Task Automation for Support Teams
The Email-to-Task Automation for Support Teams template is a cutting-edge solution designed to monitor customer emails in the support inbox in real-time and convert them into ticket tasks. It also automatically rotates the assignment of follow-up personnel. This template assists teams in automatically gathering and organizing customer feedback, ensuring that all customer issues are promptly tracked and responded to, thereby enhancing the efficiency and quality of customer service.

192

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.

168

Automated Currency Data Retrieval (Python)
Automatically get specific currency rate information every day and save it to a table. Users can easily track and analyze currency trends, save time, and improve investment decisions.

207

AI Automated Product R&D Management
AI Automated Product R&D Management helps teams efficiently control the entire product process, covering requirements-tasks-BUG management. Based on AI-structured data intelligent analysis and optimization, it automatically generates iteration reports and improves collaboration efficiency.

181

AI Sales Report
Automatically generate a sales report for store managers based on the past 7 days of sales data.

26

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.

304

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.

58

Send Emails in Bulk (Tag Triggered)
Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.

65

🔗 Integration

These templates use third-party integrations to help you connect and use third-party services

AI Automated X Tweets
You can use this template to achieve AI automated X(Twitter) tweets, read the prepared tweet content in the database, and automatically post tweets to help you increase the exposure of social media and increase fan interaction.

72

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.

60

Email-to-Task Automation for Support Teams
The Email-to-Task Automation for Support Teams template is a cutting-edge solution designed to monitor customer emails in the support inbox in real-time and convert them into ticket tasks. It also automatically rotates the assignment of follow-up personnel. This template assists teams in automatically gathering and organizing customer feedback, ensuring that all customer issues are promptly tracked and responded to, thereby enhancing the efficiency and quality of customer service.

192

Scheduled reminder for Feishu group messages
Utilize the power of Bika to automate your Feishu group notification and reminder process, and easily send a variety of custom robot message types such as text, rich text, message cards, etc. This innovative solution not only saves your precious time, but also enhances the efficiency and professionalism of information communication, It is the ideal choice for enhancing your team's collaboration and communication efficiency.

121

Telegram Scheduled Notifications
You can set up scheduled notifications in Telegram groups, channels, and private chats. Ensure team members complete tasks on time, attend meetings, or stay informed about important information. This feature helps improve team collaboration efficiency and ensure smooth workflow.

225

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

246

WeCom Scheduled Notifications
By using Bika automation to send scheduled notifications, you can streamline communication processes and ensure that your team receives timely and consistent notifications. This helps you automatically send reminders, announcements, system alerts, and promotional messages, thus enhancing team collaboration efficiency

48

Scheduled message reminders for DingTalk groups
Utilize the powerful functions of Bika to automate the notification and reminder processes in your DingTalk groups. You can easily send various types of custom robot messages, including text, links, Markdown, ActionCard, and FeedCard. This automated solution not only saves your precious time but also improves the efficiency and professionalism of information dissemination. It is an ideal choice for you to enhance team collaboration and communication efficiency.

284

🔬 Technology

Research & Development related automated templates, for better technology

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📧 Email

Automated templates related to email communication, for efficient and effective messaging

7-Day Automated Email Marketing
Quickly set up a 7-day automated email outreach, especially suitable for scenarios including: continuous contact with potential customers, product launch countdown marketing, and ongoing welcome emails for new registrants.

87

Email-to-Task Automation for Support Teams
The Email-to-Task Automation for Support Teams template is a cutting-edge solution designed to monitor customer emails in the support inbox in real-time and convert them into ticket tasks. It also automatically rotates the assignment of follow-up personnel. This template assists teams in automatically gathering and organizing customer feedback, ensuring that all customer issues are promptly tracked and responded to, thereby enhancing the efficiency and quality of customer service.

192

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.

168

Send Emails in Bulk (Tag Triggered)
Super simple and easy-to-use bulk email sending feature. An intuitive data table to input email addresses or collect them through forms, trigger bulk sending based on tag changes, and view open rates and reply rates.

65