What is Pipefy?
Pipefy is an AI agents platform for building and running automated business workflows without writing code. Most operations teams lose hours each week to manual approvals, repetitive data entry, and processes that never quite connect across departments. Pipefy lets you build AI agents using natural language prompts and no-code tools, then deploy them to run those processes on autopilot. It covers a wide range of operations, and it’s built for operations managers, HR teams, finance departments, legal teams, procurement leads, and IT organizations at mid-size and enterprise companies that need to scale without adding headcount.
The AI agents platform covers the full scope of business process automation, from reading and validating documents to routing requests, scoring risk, and generating contracts. Teams can build agents from scratch or deploy pre-built ones from a ready-to-use library, then monitor usage, control costs, and set governance policies at the organizational level.
Pipefy Video
Features & Benefits
- No-Code Agent Builder: build AI agents and automated workflows using natural language prompts and point-and-click tools, with no coding required.
- Pre-Built AI Agent Library: deploy ready-to-use AI agents across HR, procurement, legal, sales, customer support, logistics, and facilities.
- AI Studio: create, test, adjust, and continuously improve agents in a dedicated workspace built for fast iteration.
- Process Orchestration: define business rules, connect workflows across departments, and run end-to-end automated operations with full traceability and governance.
- Smart Automation and Integration: connect internal systems and automate handoffs using native automation and iPaaS across hundreds of business tools.
- Document Reading and Validation: agents read, extract, and validate data from invoices, contracts, resumes, payslips, and compliance documents.
- Intelligent Triage and Routing: classify incoming requests by urgency, type, and complexity, then route them to the right team or resolve them without human input.
- Trust Score and Risk Scoring: consolidate legal, financial, compliance, and operational data into a single risk index to speed up approval decisions.
- Built-In AI Assistants: track requests, create tasks, and get status updates through chat commands in integrated channels.
- Enterprise Messaging Integration: connect WhatsApp, Teams, and Slack directly into workflows for centralized, traceable communications.
- Custom Portals and Interfaces: build secure portals that give teams and external users controlled access to specific processes and data.
- AI Usage Monitoring: track agent credit consumption and AI activity in real time to forecast demand and control costs.
- Enterprise Governance and Compliance: set regulatory compliance rules, data protection policies, and full audit controls at the organizational level.
- API and Webhooks: connect to external systems and build custom integrations through a developer-facing API.
What can Pipefy do?
- build AI agents for business workflows
- automate employee onboarding
- score and qualify sales leads
- validate supplier documents
- triage customer complaints by urgency
- generate contracts for digital signature
- analyze credit risk automatically
- automate procurement approvals
- extract data from invoices
- detect fraud in purchase requests
- route support tickets to the right team
- monitor contract renewal deadlines
- create personalized employee development plans
- classify incoming legal requests
- automate HR offboarding
Real-World Applications
If your team spends time on approvals, follow-ups, or manual data checks that feel repetitive, Pipefy may cut that significantly. You can deploy AI agents across any department and have it take over the routine steps, freeing your people to focus on decisions that actually need them.
A procurement team at a mid-size manufacturer might use the AI agents platform to handle the entire supplier intake process. Agents read incoming documents, cross-reference databases, flag inconsistencies, calculate a trust score, and recommend approval or rejection, all before a human reviews the case. What used to take days of back-and-forth can complete in minutes.
HR departments at growing companies can lean on Pipefy to automate onboarding and offboarding without increasing headcount. An agent reads a candidate’s resume, calculates cultural fit and role compatibility scores, generates the employment contract, and sends it for digital signature. A separate agent handles the offboarding side, making sure every shutdown step completes in a compliant, traceable sequence.
Legal and compliance teams use Pipefy to keep contract cycles under control. Agents analyze contracts, extract key clauses and values, generate executive summaries for approvals, and monitor upcoming renewal dates. Teams that manage high volumes of contracts can track every one without building a separate system.
Customer service operations benefit too. A logistics team might use the AI agents platform to handle hundreds of support tickets per shift, with agents classifying complaints by urgency, resolving straightforward cases automatically, and routing complex ones to the right specialist.
