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AI Workflow Automation

Automate everything your business runs on.

Build AI workflows on a visual canvas, drop into code when you need it, and connect every Baap app plus any API. If your team already works in BoardView, your CRM, HR, Commerce and tasks are already connected.

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Speed-to-leadRunning
New leadBaap CRM · trigger AI AgentQualify and summarizeTools CRMCalendarWhatsApp Hot lead?score ≥ 70 truefalse AI Voice AgentCall within 60 s BoardView taskAssign to rep WhatsAppSend brochure
  • 12 native Baap app nodes
  • AI agents with Baap apps as tools
  • Code steps when you need them
  • Cloud, or on-premises with Enterprise
Native to the Baap suite

Every Baap app is already a building block.

Standalone automation tools make you connect each app, manage API keys and map fields by hand. Here, Baap apps appear in the node panel with their triggers and actions ready to use, and they share one data model, so a customer in CRM is the same customer in Invoicing, Commerce and WhatsApp.

  • Baap CRMWhen new lead, deal stage changed · Then create lead, update deal, log call
  • Baap CommerceWhen new order, low stock · Then create order, adjust stock, issue refund
  • Baap HRMSWhen leave requested, new hire · Then approve leave, add employee, run payroll
  • BoardView TasksWhen task overdue, status changed · Then create task, assign owner, move card
  • ProjectsWhen milestone reached · Then create project from template
  • InvoicingWhen invoice overdue, payment received · Then send invoice, record payment
  • WhatsApp BotsWhen message received · Then send template, reply, start bot
  • AI Voice AgentWhen call ended, intent detected · Then place call, run campaign
Workflowengine Baap CRMBaap CommerceBaap HRMSBoardView TasksProjectsInvoicingWhatsApp BotsAI Voice AgentCCTV AIDrive and SheetsTransport ManagementInstitutional ERP
Already on BoardView?

Then you're already connected.

BoardView is where your teams work. Workflow Automation runs inside it, so there is nothing new to integrate.

  1. 01

    One sign-on

    The same BoardView login opens the workflow builder. No new accounts or passwords.

  2. 02

    One data model

    Contacts, employees, products, tasks and invoices are shared records, so workflows never need field mapping.

  3. 03

    Same permissions

    Workflows respect BoardView roles. A workflow can only touch what its owner is allowed to.

  4. 04

    Results where people work

    Workflows create tasks, comments and notifications in BoardView, so people see the outcome without leaving it.

Recipes

Start from a workflow that already works.

Ready-made recipes that connect Baap apps across departments. Open one, adjust it to your process and switch it on.

  • Sales

    Speed-to-lead in 60 seconds

    1. New CRM lead
    2. AI scores lead
    3. AI calls back
    4. Task for rep

    Every new lead gets a qualifying call within a minute, and the rep sees a summary and a task in BoardView.

  • HR

    New hire onboarding

    1. Hire added in HRMS
    2. Onboarding project
    3. Drive folder
    4. Welcome on WhatsApp

    One HRMS entry creates the onboarding project, document folder, accounts checklist and welcome message.

  • Operations

    Low stock to purchase order

    1. Stock below minimum
    2. AI drafts PO
    3. Manager approves
    4. Email supplier

    Commerce watches inventory; AI drafts the order and a manager approves it before it goes out.

  • Finance

    Overdue invoice follow-up

    1. Invoice 7 days late
    2. AI writes reminder
    3. WhatsApp and email
    4. Alert account owner

    Polite, personalised reminders go out automatically, and the CRM owner is looped in if nothing happens.

  • Facilities

    Security incident response

    1. CCTV AI: stranger
    2. Incident task
    3. Alert guard on WhatsApp
    4. Call supervisor

    A camera alert becomes a tracked incident with the right people notified in seconds.

  • Projects

    Leave approved, plan updated

    1. Leave approved
    2. Update project capacity
    3. Block calendar
    4. Notify team

    Approved leave flows straight into project plans and team calendars, so nobody plans around a missing person.

  • Education

    Fee reminders for schools

    1. Fee due date
    2. Parent reminder
    3. Wait 3 days
    4. AI reminder call

    Parents get a WhatsApp reminder first and a friendly AI call only if the fee is still unpaid.

  • Logistics

    Trip exception response

    1. Trip delay alert
    2. Notify dispatcher
    3. Update customer
    4. Prepare revised ETA

    When a truck is delayed, the dispatcher and customer get an update with the new ETA.

  • Healthcare

    Appointment no-show prevention

    1. Appointment booked
    2. Day before
    3. AI reminder call
    4. Reschedule if needed

    Patients confirm or reschedule by talking to the AI agent, and the schedule updates itself.

AI agents

AI agents you can inspect and trust.

Give an agent your Baap apps as tools and a goal. Every step it takes is recorded: what it read, which tool it called, what came back and why it decided. Add a human approval before anything sensitive happens.

  • Use CRM, Commerce, HRMS, Tasks and calendars as agent tools
  • Short-term memory for multi-step conversations
  • Choose the language model per workflow
  • Human approval steps for payments, calls and deletions
  • Full trace of every agent decision in the run log
AI AgentLead qualifier · run #4,812
  1. Read leadNorthwind Retail · 120 employees · Dallas, TX
  2. crm.find_companyExisting customer: no · 2 past enquiries
  3. calendar.free_slots3 slots tomorrow for the assigned rep
  4. DecisionHot lead, score 86: fits target size and asked for pricing
  5. ApprovalCall the lead now? Approved by Priya
ApprovedNext: AI Voice Agent places the call
Visual or code

Drag and drop. Or write the logic yourself.

Most workflows need no code at all. When a rule is easier to write than to draw, add a JavaScript code step that reads data from earlier steps and calls Baap apps directly, then test it on real data before you publish.

  • JavaScript code steps with access to Baap app data
  • HTTP step for any REST API, plus webhooks
  • Run a single step again with saved test data
  • Version history and one-click rollback
Score lead · code step
// Score a lead with your own rules
const lead = input.lead;
let score = 0;
if (lead.employees >= 50) score += 40;
if (lead.source === "demo-form") score += 30;
if (crm.openDeals(lead.company) === 0) score += 16;
return { ...lead, score, hot: score >= 70 };
Output{ "score": 86, "hot": true }
Beyond Baap

Connect the tools outside your suite, too.

  • Slack
  • Gmail
  • WhatsApp
  • Twilio
  • Webhooks
  • Any REST API
  • Schedules
  • Chat triggers
Run it safely

Built for production, not just prototypes.

  • Execution history

    Every run is logged with the input and output of each step.

  • Retries and error workflows

    Failed steps retry automatically, and a separate workflow can handle errors.

  • Human in the loop

    Pause for approval in BoardView or WhatsApp before a sensitive step runs.

  • Roles and audit logs

    BoardView roles control who can build, edit and run each workflow.

  • Secure credentials

    Keys for external services are stored encrypted and never shown in workflows.

  • Cloud, on-premises or hybrid

    Keep data and automations inside your own infrastructure when you need to.

Included in your plan

2,000 runs per user in BoardView Business. 20,000 in BoardView All.

Extra runs cost $5 per 10,000. No per-workflow or per-step charges.

See pricing

Workflow Automation FAQ

How is Baap Workflow Automation different from standalone tools like n8n or Zapier?

It works the same way, with a visual canvas, triggers, AI agents and code steps, but every Baap app is already a native node. If your organization uses BoardView, CRM, HRMS or Commerce, those apps are connected the moment you open the builder: no API keys, no field mapping and no separate user accounts.

Do I need to code?

No. Workflows are built by dragging nodes onto a canvas, or by describing what you want and letting AI draft the workflow. Developers can add JavaScript code steps and call any REST API when they need more control.

Can AI agents take actions in our Baap apps?

Yes. An AI agent can use Baap apps as tools, for example looking up a customer in CRM, checking stock in Commerce or creating a task in BoardView, within the permissions of the workflow owner. Sensitive steps can require a human approval first.

Which external apps can it connect to?

Built-in connectors include Slack, Gmail, WhatsApp and Twilio, plus webhooks, schedules and a generic HTTP step that can call any REST API.

Who can see and edit workflows?

Workflows follow the same roles and permissions as BoardView. Every run is logged, with the data that passed through each step, so admins can audit what happened and when.

Can it run on our own servers?

Workflow Automation runs in our cloud as a managed service. If your workflows need to stay inside your own infrastructure, on-premises or hybrid deployment is available with BoardView Enterprise.

How is it priced?

Workflow Automation is included in BoardView Business with 2,000 runs per user a month and in BoardView All with 20,000 runs per user a month. Extra runs cost $5 per 10,000.

Automate your first workflow this week.

Pick a recipe, connect it to your Baap apps and see it run on your own data in a 30-minute demo.

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