How can I build a multi-step automation workflow in Bika.ai?

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How can I build a multi-step automation workflow in Bika.ai?

[Thea]

Bika.ai supports complex, multi-step workflows that can combine AI actions, external API integrations, and task assignments.

Here’s an example of a workflow for lead follow-up and content generation:

Example Workflow:

1. Trigger: When a new lead is added to your CRM datasheet in Bika.ai (or status = “pending”)

2. Generate AI content: Use OpenAI - Generate Text to create a personalized follow-up script
   https://bika.ai/help/reference/automation-action/openai-generate-text

3. Send Email: Use the Send Email action to send the script to the lead
   https://bika.ai/help/reference/automation-action/send-email

4. Call via third-party: Use Send HTTP Request or Run Script to trigger external call or SMS services like RingCentral

   • Send HTTP Request: https://bika.ai/help/reference/automation-action/webhook
   • Run Script: https://bika.ai/help/guide/automation/run-script-action

5. Update CRM: Use Update Record to change the lead’s status to “contacted”
   https://bika.ai/help/reference/automation-action/update-record

6. Notify team: Use Send Message to Slack Channel to alert your team
   https://bika.ai/help/reference/automation-action/slack-webhook

7. Create task: Use Create Mission to assign a follow-up task to a team member
   https://bika.ai/help/reference/automation-action/create-mission

Related Resources:

• OpenAPI: https://bika.ai/help/guide/developer/openapi
• AI Text: https://bika.ai/help/reference/database-field/ai-text
• Blog automation example: Can Bika.ai automate blog post writing and publishing?
• SMS/call integration: Does Bika.ai Support SMS Marketing or RingCentral Integration?

You can mix and match actions to build even more powerful workflows — feel free to share your use case or get help in the community.