Workflows

Workflows that never sleep so you can rest easy.

Repetitive tasks are exhausting and time-consuming. Not with Kafinea.

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Easy and fast no-code setup

Create your own workflows in less than two minutes

You will enjoy the easy and fast creation of workflows that automate recurring tasks that take up your time. No coding training is required: everything is done through fields to fill in and checkboxes to tick.

Triggers

Choose when the magic happens

You can choose to trigger a workflow as soon as a new record is created or updated, or according to a scheduled frequency (every hour, every day, every week, etc.).

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Conditions

Define the scope of your workflows with conditions

Filter the records affected by the workflow you are creating by applying conditions. You can choose that at least one of these conditions be met, or conversely that all conditions must be met for the workflow to apply to a record.

Automated Actions

Perform complex operations without touching your keyboard

Create or update records or tasks automatically. Send emails or SMS to your colleagues or your customers. Call a webhook and communicate with another platform via the API. The possibilities are endless: you will want to automate everything.

Automation at work with workflows

  • AI Assistant for Text Fields

    Automatically summarize, expand, rephrase, or correct your textual content to gain precision and fluidity.

  • AI Prompt

    Use AI in Kafinea workflows to understand a situation and automate actions.

  • AI-powered advanced search

    Benefit from intelligent search that goes beyond semantics, understands the meaning of your queries, and provides relevant results.

  • AI-Powered Automations

    Integrate AI prompts into your workflows to automate calculations, analyses, and decision-making based on your ERP data.

  • Autonomous AI Agents

    Entrust complex missions to intelligent agents who break down tasks, execute them in the necessary order, and continuously adapt their actions.

  • Customizable workflows

    Create your workflows to automate record creation, field updates, email sending, and much more.

  • Interactive AI Chatbot

    Ask questions about the data you have access to and receive instant answers, in text, tabular, or graphical format.

  • MCP Server for External AI

    Connect external artificial intelligence to Kafinea to enhance your automated processes and expand your capabilities.

  • Reminder notifications

    Customize your reminders (pop-up window, email, or SMS) and their triggers.

  • REST API

    Synchronize data in real time between the platform of your choice and your Kafinea instance.

  • Scheduled Reports

    Configure periodic email delivery of a report in table or chart format.

  • Web forms

    Import the data received from a contact form and use it in Kafinea.

  • Webhooks

    Send data to other platforms regarding an event that has just occurred.

Advanced workflow features

  • Advanced per-user access rights

    Choose which actions are allowed or which information is visible for each user, down to the field level.

  • Comments with Attachments

    Share information and documents between collaborators via the Comments block in Kafinea records.

  • Customizable fields

    Add your own input fields, picklists, date pickers, URLs, etc.

  • Dynamic and Customizable Email Templates

    Easily create your own dynamic email templates using shortcodes.

  • Dynamic and customizable PDF templates

    Design as many dynamic PDF templates as desired using shortcodes.

  • Product barcodes

    Set a barcode for each product and create custom automations when it is scanned.

  • Product QR codes

    Set up a QR code for each product and create custom automations when it is scanned.

  • Recurring Invoicing

    Invoice your subscriptions automatically and recurrently according to the frequency of your choice.

  • Reports and Charts

    Visualize real-time key information from your chosen module via tabular and graphical reports.

  • Stock Alerts

    Set alert thresholds and receive notifications to proactively track and manage your inventory.

  • Usage-based Invoicing

    Trigger a recurring invoice based on usage retrieved via API or entered manually.

Basic workflow features

  • Multi-currency management

    Do business with your international customers—Kafinea supports multiple currencies.

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