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Opero – AI Business Automation Tool

This comprehensive business automation platform includes:

  • client-website/: Public landing and onboarding site (Next.js)
  • dashboard-app/: Secure dashboard for paying users (Next.js)
  • shared-backend/: Supabase SQL setup, auth, and database schema
  • tools/: Automation tools and integrations

🚀 Features

Core Modules

  • CRM System: Complete contact management with interaction tracking
  • IPM (Task Management): Project and task management with time tracking
  • Accounting: Financial tracking, invoicing, and budget management
  • Social Media Automation: Multi-platform post scheduling and analytics
  • Automation Engine: Smart business process automation
  • User Authentication: Secure auth with Supabase RLS
  • Stripe Integration: Payment processing and subscriptions
  • Dark/Light Theme: Modern UI with theme toggle

Advanced Features

  • 📊 Analytics dashboard with charts and insights
  • 🤖 Automated follow-up task creation
  • 📧 Email and Slack notifications
  • 💰 Budget tracking and alerts
  • 📱 Multi-platform social media management
  • ⏰ Recurring transaction automation
  • 🔍 Advanced search and filtering
  • 📈 Financial reporting and cash flow analysis

🔧 Setup Instructions

1. Install dependencies

cd opero/client-website
npm install
cd opero/dashboard-app
npm install

2. Create Supabase project

  1. Go to https://app.supabase.com and create a new project.
  2. Get your SUPABASE_URL and SUPABASE_ANON_KEY.
  3. Create tables using the SQL files inside shared-backend/supabase/ in this order:

Recommended order:

  • auth.sql
  • contacts.sql
  • tasks.sql
  • social_posts.sql
  • ledgers.sql
  • seed.sql
  1. Add these values to .env.local files in both apps:
NEXT_PUBLIC_SUPABASE_URL=your_url
NEXT_PUBLIC_SUPABASE_ANON_KEY=your_key

For dashboard-app, also add:

STRIPE_SECRET_KEY=your_key
STRIPE_PUBLISHABLE_KEY=your_key
STRIPE_WEBHOOK_SECRET=your_webhook_secret

3. Run locally

Client: http://localhost:3000
Dashboard: http://localhost:3001

4. Default Admin Login

Email: admin@opero.com
Password: Password123!


Modules included:

  • ✅ CRM (add/edit contacts)
  • ✅ IPM (task management)
  • ✅ Accounting (ledger entries)
  • ✅ Social Post automation (stubbed)
  • ✅ Stripe test integration (subscribe + role change)
  • ✅ Supabase RLS & Auth
  • ✅ Email & Slack integration stubs
  • ✅ Dark/Light Theme toggle

Deploy to Vercel or Netlify, set environment variables, and you’re ready to launch 🚀

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