How Does Bika.ai Help with Follow-ups?

How Does Bika.ai Help with Follow-ups?

Bika.ai offers multiple ways to automate follow-ups and task reminders through its flexible automation engine. Whether you’re managing internal team actions or external client communications, here are some useful actions you can use:


:white_check_mark: Task & Workflow Follow-ups

Create Mission – Automatically create a task and assign it to specific members, roles, or teams. https://bika.ai/help/reference/automation-action/create_mission

Create Record – Log a follow-up action in a designated database. https://bika.ai/help/reference/automation-action/create_record

Update Record – Modify records based on follow-up status, notes, or new details. https://bika.ai/help/reference/automation-action/update_record


:white_check_mark: Notification-Based Follow-ups

Send Email – Automate personalized follow-up emails to clients or team members. https://bika.ai/help/reference/automation-action/send_email

Send Report – Deliver summary reports to stakeholders at a set frequency. https://bika.ai/help/reference/automation-action/send_report

Send Message to WeCom / Feishu / DingTalk / Telegram – Notify via chat groups for internal or client-side reminders.

• WeCom: https://bika.ai/help/reference/automation-action/wecom_webhook

• Feishu: https://bika.ai/help/reference/automation-action/feishu_webhook

• DingTalk: https://bika.ai/help/reference/automation-action/dingtalk_webhook

• Telegram: https://bika.ai/help/reference/automation-action/telegram_send_message


:white_check_mark: External Follow-up via API

Send HTTP Request – Trigger external systems (e.g., CRMs, call tools) to log or initiate follow-up steps. https://bika.ai/help/reference/automation-action/webhook


If you have a specific follow-up scenario in mind, feel free to share it in our community for tailored advice: :point_right: https://community.bika.ai