Pipefy AI

Move faster, act smarter, and stay in control — orchestrate processes and critical services with Pipefy’s AI Agents.

Freemium

Description

Pipefy AI is a platform designed to help organizations automate and manage their business processes with enhanced intelligence. It leverages AI Agents to orchestrate complex workflows, enabling users to build and deploy custom solutions efficiently through its no-code and low-code development capabilities without requiring extensive programming skills.

The system aims to significantly improve operational speed, reduce errors, and free up teams by automating manual tasks. Pipefy AI offers tailored solutions for various business areas including IT, HR, Sales, Finance, and Customer Support, facilitating better decision-making and streamlined operations. It also supports robust integrations with a wide range of existing enterprise software, creating a unified ecosystem for comprehensive business process management and automation.

Key Features

AI Agents: Autonomous artificial intelligence agents that learn patterns, make independent decisions, and execute tasks without human intervention.
No-code/Low-code Platform: Build, adapt, and scale workflows using visual components, requiring minimal to no traditional coding.
Agentic Workflows: AI-guided processes that understand context, dynamically adjust paths, and deliver results automatically and securely.
Workflow Automation: Automate and orchestrate business processes across various departments to increase efficiency and reduce manual work.
Integrations: Connect with over 300+ ready-made connectors for ERPs, CRMs, databases, and other solutions, plus API access and no-code connections.
Signature Management: Create, sign, and manage digital contracts directly within the platform.
Process Templates: Access a library of pre-built automation and community templates to accelerate workflow creation.
Role-Based Access Control: Securely manage user permissions and data access with granular controls for different roles.
Mobile App: Access, manage, and monitor workflows and tasks on the go via dedicated mobile applications.

Use Cases

Automating customer support resolution tracking and response time monitoring.
Identifying financial risks and flagging anomalies in financial reports.
Integrating CRM and claims data for personalized insurance product recommendations.
Predicting growth and identifying cross-selling/upselling opportunities in the insurance sector.
Automatically extracting relevant financial information from Income Statement (DRE) reports.
Generating automated email cadences and personalized customer journeys for marketing.
Analyzing customer and employee feedback to identify sentiment trends and patterns.
Continuously monitoring contract expiration dates and managing procurement processes.
Automatically screening and evaluating resumes to identify qualified job candidates.
Segmenting contact databases into specific groups for targeted marketing campaigns.
Optimizing supply chain inventory levels and automating stock replenishment.
Automatically validating documents to ensure accuracy and compliance for insurance processes.
Evaluating customer creditworthiness using historical financial data and risk assessment models.
Automating IT support ticket management and service requests.
Streamlining HR onboarding processes and automating routine HR tasks.
Managing sales pipelines, customer relationships, and sales team workflows.

Frequently Asked Questions

Do I need any advanced technical skills or professional support services to implement Pipefy?

Pipefy is designed to be simple and easy, allowing anyone to configure their own processes and workflows. However, in large and complex operations some companies like to have the support of our professional consultants – in this case we can recommend companies that offer those services.

Will my data be private and safe?

Keeping your data secure is a top priority at Pipefy. Review our security protocols and how your business and customer data will be protected in our security whitepaper.

What if I need to add someone new to my team?

If you need to add new members, you can do that. The amount charged per new user will be the same for the other members included in your plan.

Can I change plans anytime I want? How long are the contracts?

The contracts can be monthly or yearly. You can start/stop or make changes to your plan any time you want – however, we won’t give refunds for cancellation or plan downgrades.

Does Pipefy integrate with other systems?

Yes. There are 5 ways to integrate Pipefy with your favorite tools: Custom Integrations with any software you need. Native integrations with Slack, GitHub, BitBucket, and Google Hangouts. Via API. Via HTTP requests. Via Zapier.