Automations
Seamless Automation. Endless Possibilities.
Streamline your business with intelligent, no-code automation. Build powerful workflows that connect your systems, eliminate repetitive tasks & empower your team to work faster & smarter.
Visual Workflow Builder
Drag-and-drop your way to automated processes. Visually map out complex tasks without writing a single line of code.
Automated Document Creation
Generate invoices, reports, and contracts instantly from your data using familiar templates (Word, Excel, PDF).
Multi-Channel Notifications
Keep everyone informed with automated alerts via email, SMS, Microsoft Teams, or custom webhooks.
Automation
Workflows
Builda’s workflow engine is a powerful, no-code process automation tool. It allows you to visually map out your business processes using a drag-and-drop interface.
Design logic that automates the flow of information, updates records, notifies users, and keeps your entire organisation synchronised without writing a single line of code.
Truly no-code automations
Unlike competitor platforms that often require scripting, Builda allows you to build sophisticated automation without needing SQL or Python knowledge.
Business value
Increase efficiency
Automate repetitive, manual tasks to free up your team for more strategic work.
Improve consistency
Automate repetitive, manual tasks to free up your team for more strategic work.
Enhance visibility
Automate repetitive, manual tasks to free up your team for more strategic work.
Automation
Document Outputs
Automatically generate professional, data-driven documents from your Builda applications. Use templates from familiar tools like Microsoft Word and Excel to create anything from invoices and letters to complex management reports.
The system merges your live data into these templates, producing accurate, presentation-ready outputs on demand or as part of a workflow.
Word Document
- Simple field values
- Rich text field values. Not supported in PDF.
- Cross Reference field values
- Populate table columns from a Cross Reference list
- Insert image attachments
- Insert Word Document contents
- Insert all supported attachments from the current item
Excel Spreadsheet
- Simple field values
- Cross Reference field values
- Populate down spreadsheet columns from a Cross Reference list
- Insert image attachments
PowerPoint Presentation
- Simple field values
- Cross Reference field values
- Populate table columns from a Cross Reference list
- Insert image attachments
HTML File
- Simple field values
- Rich text field values. Not supported in PDF.
- Cross Reference field values
- Populate table columns from a Cross Reference list
- Insert image attachments
- Insert HTML file contents
Use Familiar Templates
Create templates in Microsoft Word, Excel, or PowerPoint and upload them to Builda for automated population.
Merge Data From Any Source
Initiate workflows automatically on a schedule, in response to user actions (like adding or editing data), or from another process.
Combine multiple sources
Generate a single, compound document by merging several different document templates into one report.
Multiple output formats
Produce documents as Word, Excel, PowerPoint, HTML, XML, or PDF files.
Business value
Save time
Eradicate the manual effort of creating routine business documents like invoices, certificates, or project reviews.
Ensure accuracy
Reduce human error by populating documents directly from your system’s single source of truth.
Improve communication
Consistently deliver professional and timely communications to customers, partners, and internal stakeholders.
Automation
Notifications
Keep your teams and systems informed with automated, multi-channel notifications. As processes run, Builda can send timely alerts, reminders, and updates to ensure tasks are never missed.
Notifications can be sent to users directly or to other platforms, and can even be configured to receive responses and trigger further automation.
Multi-Channel Notifications
Send notifications via email (with attachments), SMS text message, and push notifications to the Builda mobile app.
Instant messaging
Notify users directly in Microsoft Teams or Slack by connecting to their webhook endpoints.
Automated escalations
If a task isn’t completed within a set time, automatically escalate the notification to a line manager.
Bi-directional
Receive inbound notifications from external systems to trigger new workflows, enabling two-way conversations.
Business value
Improve responsiveness
Ensure critical tasks are actioned promptly by notifying the right people at the right time.
Enhance collaboration
Keep teams synchronised by pushing updates directly into their preferred communication channels.
Automate external triggers
Kick off internal processes automatically based on external events, such as a new enquiry on your website.
Automation
Cross System Updates
Ensure data consistency across your entire technology landscape. Builda’s automation can update records not only within the platform itself but also in your other critical business systems.
When an event happens in one place—like a status change or a new record being added—Builda ensures all related information is updated everywhere.
Maintain internal consistency
When a record is updated, automatically update any related information throughout your Builda applications.
Synchronise external systems
Push updates to other platforms, such as a help desk or ERP system, as part of your workflow.
Event-driven triggers
Initiate updates based on a wide range of system events, including users adding, editing, or deleting data.
Business value
Create a single source of truth
Eliminate data silos and ensure information is consistent and reliable across all systems.
Automate KPI tracking
Automatically collate and aggregate data to keep your key performance indicators constantly up-to-date.
Streamline operations
Reduce the need for manual, double-keying of data between different applications.
Workflows
AI Automations
Embed artificial intelligence directly into your business processes. Within the workflow builder, you can leverage our AI Assistant to create entire automations from a simple text prompt.
You can also drag-and-drop powerful AI “blocks” into your workflows to perform intelligent tasks like summarising text, categorising content, or transcribing audio files.
Chainable AI skills
Add pre-built AI blocks to your workflows to analyse content, such as summarising a document or assigning it to predefined categories.
Automate intelligent analysis
Create multi-step processes that extract text from a file, produce a summary, and then categorise the content automatically.
Execute processes with AI Agents
Empower AI agents to run automation workflows on the fly in response to complex user requests.
Business value
Accelerate development
Build complex, intelligent automations in a fraction of the time using natural language.
Automate knowledge work
Handle sophisticated tasks like content analysis and categorisation without human intervention.
Unlock new possibilities
Create highly advanced, intelligent workflows by combining multiple AI capabilities in a single process.