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

    Créez vos workflows pour automatiser la création d’un enregistrement la mise à jour d’un champ, un envoi d’e-mail et bien plus encore.

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.

  • Codes-barres produits

    Définissez un code-barre par produit et créez des automatisations sur mesure lorsqu’il est scanné.

  • Commentaires avec pièces jointes

    Partagez des informations et documents entre collaborateurs via le bloc Commentaires des enregistrements Kafinea.

  • Droits d’accès avancés par utilisateur

    Choisissez quelles actions sont faisables ou quelles informations visibles par chaque utilisateur, au champ près.

  • Consumption-based Invoicing

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

  • Recurring Invoicing

    Facturez vos abonnements de façon automatique et récurrente selon la périodicité de votre choix.

  • Modèles d’e-mails dynamiques et personnalisables

    Créez vos propres modèles d’e-mails dynamiques facilement en utilisant des shortcodes.

  • Modèles PDF dynamiques et personnalisables

    Designez autant de modèles PDF dynamiques que souhaité en utilisant des shortcodes.

  • QR codes produits

    Définissez un QR code par produit et créez des automatisations sur mesure lorsqu’il est scanné.

  • Reports and charts

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

Basic workflow functions

  • Gestion multi-devises

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

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