Workflows

Workflows that never sleep, so that you can.

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

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Quick and easy no-code setup

Create your own workflows in under two minutes

You'll love how quick and easy it is to create workflows that automate recurring, time-consuming tasks. No coding training is required: everything is done by filling in fields and ticking boxes.

Triggers

Choose when magic happens

You can choose to trigger a workflow as soon as a new record is created or updated, or according to a programmed frequency (hourly, daily, weekly, etc.).

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Conditions

Define the scope of your workflows with conditions

Filter the records concerned by the workflow you create by applying conditions. You can choose to have at least one of these conditions met, or conversely, to have all conditions met in order to apply the workflow to a record.

Automated actions

Perform complex operations without touching your keyboard

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

Automation at work with workflows

  • Autonomous AI agents

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

  • REST API

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

  • AI assistant on text fields

    Have your textual content automatically synthesized, lengthened, reformulated or corrected for greater precision and fluidity.

  • AI-powered automation

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

  • Interactive AI chatbot

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

  • Web forms

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

  • Reminder notifications

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

  • AI Prompt

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

  • Scheduled reports

    Set up the periodic emailing of a tabular or graphical report.

  • Advanced AI search

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

  • MCP server for external AI

    Connect external artificial intelligences to Kafinea to enrich your automated processes and extend your capabilities.

  • Webhooks

    Send data to other platforms about an event that has just taken place.

  • Customizable workflows

    Create your workflows to automate the creation of a record, the update of a field, the sending of an email, and much more.

Advanced workflow functionalities

  • Stock alerts

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

  • Customizable fields

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

  • Product barcodes

    Define a barcode for each product and create customized automations when it is scanned.

  • Comments with attachments

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

  • Advanced access rights per user

    Choose which actions are feasible or which information is visible to each user, down to the individual field.

  • Consumption-based Invoicing

    Trigger a periodic invoice based on consumption data retrieved via API or entered manually.

  • Recurring Invoicing

    Bill your subscriptions automatically and on a recurring basis according to the frequency of your choice.

  • 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 you want using shortcodes.

  • Product QR codes

    Define a QR code for each product and create customized automations when it is scanned.

  • Reports and charts

    View key information on the module of your choice in real time via tabular and graphical reports.

Basic workflow functions

  • Multi-currency management

    Do business with your customers abroad, Kafinea is compatible with multiple currencies.

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