Automation Engine

No-code workflows to automate your IB operations. Toggle, configure, and monitor.

7/12

Active Workflows

4.005

Total Runs

99%

Avg Success Rate

22+

Hours Saved/Week

New FTD Telegram Alert

alerts

Instant notification when a client makes their first deposit on any broker.

347 runs 100% 2 min ago

Weekly PDF Report

reports

Auto-generate and email your performance summary every Monday 8 AM.

22 runs 100% 3 days ago

Lead Nurture Sequence

marketing

7-day automated email series to convert registered leads into active traders.

1.240 runs 94% 15 min ago

Social Auto-Post

marketing

Schedule and auto-publish content to Instagram, LinkedIn, and X from your calendar.

89 runs 97% 1 day ago

Payout Reconciliation

operations

Automatically verify commission payments against broker records weekly.

8 runs 100% 7 days ago

Daily FTD Summary

reports

End-of-day digest with FTD count, revenue, and top-performing sources.

134 runs 100% 18 hours ago

Registration Alert

alerts

Notify when a new lead registers through any of your tracking links.

2.104 runs 100% 8 min ago

Fraud Detection

operations

AI-powered screening to flag suspicious registrations and self-referrals.

56 runs 98% 1 hour ago

CRM Sync

operations

Bi-directional sync between BIAFC dashboard and your external CRM (HubSpot, Pipedrive).

Geo-Targeted Campaigns

marketing

Auto-route leads to the best-converting broker based on their country.

Monthly P&L Report

reports

Comprehensive monthly profit/loss report with broker breakdown and trends.

5 runs 100% 28 days ago

Conversion Tracking

marketing

Auto-fire conversion events to Meta Pixel, Google Ads Tag, and TikTok Pixel.