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Pipefy AI
Products
HR Service Delivery Craft exceptional employee experiences
Procure-to-Pay Streamline the procurement lifecycle
Custom Workflows Bridge processes, teams and tools

Platform
What is Pipefy AI business process automation
Enterprise Workflow Platform For enterprises across all segments
Integrations Integrate your tech stack
Pipefy for SMBs Automation that scales with your business
Platform Overview Fast-track digital transformation
No-code Build powerful workflows without any code
Automation Extend your workflow efficiency

Resources
Success Stories Why companies around the world trust Pipefy
Events and Webinars Live events, Q&A sessions, and webinars
Blog Expert-written content and best practices
Guides and E-books Industry trends, guidelines, and helpful how-to's
 * Pipefy Academy
 * Pipefy Community
 * Developer Hub
 * Help Center

Pricing
Log in Start for free
AI-POWERED
BUSINESS PROCESS AUTOMATION

Seamlessly build, optimize, and manage any process with  intuitive AI and
no-code

Build your first workflow in 5 minBook a demo
Optimize

Identify trends in employee leave requests and suggest improvements

Optimize

What are the main reasons for delayed payments?

Optimize

What are my top SLA offenders?

Deploy

Create a process for product testing: planning, execution, results analysis

Optimize

What are the most common tax deduction errors?

Optimize

What are the most common billing discrepancies?

Optimize

Examine legal dispute resolutions and suggest efficiency improvements

Automate

Categorize legal documents from emails and assign them to respective cases

Deploy

Deploy a process for tracking customer feedback: collecting, analyzing,
generating reports

Deploy

Create a workflow for managing contract approvals: submission, review, final
approval

Automate

Answer inquiries about travel reimbursement policy and the process for
submitting requests

Deploy

Deploy a workflow for tracking investment portfolios: performance monitoring,
rebalancing, reporting

Optimize

Identify trends in product defects and suggest quality improvements

Automate

Categorize customer feedback and calculate satisfaction scores

Optimize

What are the main factors affecting client satisfaction?

Deploy

Create a process for handling legal disputes: documentation, assigning counsel,
tracking progress

Automate

Extract issue descriptions from support tickets and suggest solutions

Automate

Analyze support tickets and assign agents based on region and severity

Deploy

Create a process for managing accounts payable: invoice verification, approval,
scheduling transfers

Deploy

Create a process for patient onboarding: documentation, consultation, medical
history collection

Deploy

Create a process for coordinating shipments: scheduling, tracking, delivery
confirmation

Optimize

Identify trends in accounts receivable and suggest collection improvements

Optimize

Analyze loan application data to identify trends and suggest improvements

Automate

Analyze loan application documents and classify by approval status

Optimize

What are the most common IT issues reported?

Deploy

Create a process for client onboarding: contract signing, project kickoff,
resource allocation

Deploy

Create a process for tax compliance audits: scheduling, preparation, reporting

Optimize

Analyze billing data to identify discrepancies and suggest measures

Optimize

Analyze the most common customer issues and suggest proactive measures

Automate

Answer inquiries about facility access procedures

Optimize

What are the most common reasons for customer returns?

Optimize

Identify trends in employee leave requests and suggest improvements

Optimize

What are the main reasons for delayed payments?

Optimize

What are my top SLA offenders?

Deploy

Create a process for product testing: planning, execution, results analysis

Optimize

What are the most common tax deduction errors?

Optimize

What are the most common billing discrepancies?

Optimize

Examine legal dispute resolutions and suggest efficiency improvements

Automate

Categorize legal documents from emails and assign them to respective cases

Deploy

Deploy a process for tracking customer feedback: collecting, analyzing,
generating reports

Deploy

Create a workflow for managing contract approvals: submission, review, final
approval

Automate

Answer inquiries about travel reimbursement policy and the process for
submitting requests

Deploy

Deploy a workflow for tracking investment portfolios: performance monitoring,
rebalancing, reporting

Optimize

Identify trends in product defects and suggest quality improvements

Automate

Categorize customer feedback and calculate satisfaction scores

Optimize

What are the main factors affecting client satisfaction?

Deploy

Create a process for handling legal disputes: documentation, assigning counsel,
tracking progress

Automate

Extract issue descriptions from support tickets and suggest solutions

Automate

Analyze support tickets and assign agents based on region and severity

Deploy

Create a process for managing accounts payable: invoice verification, approval,
scheduling transfers

Deploy

Create a process for patient onboarding: documentation, consultation, medical
history collection

Deploy

Create a process for coordinating shipments: scheduling, tracking, delivery
confirmation

Optimize

Identify trends in accounts receivable and suggest collection improvements

Optimize

Analyze loan application data to identify trends and suggest improvements

Automate

Analyze loan application documents and classify by approval status

Optimize

What are the most common IT issues reported?

Deploy

Create a process for client onboarding: contract signing, project kickoff,
resource allocation

Deploy

Create a process for tax compliance audits: scheduling, preparation, reporting

Optimize

Analyze billing data to identify discrepancies and suggest measures

Optimize

Analyze the most common customer issues and suggest proactive measures

Automate

Answer inquiries about facility access procedures

Optimize

What are the most common reasons for customer returns?

Automate

Extract key skills from resume files and match with job requirements

Optimize

What are the most common compliance issues?

Deploy

Deploy a workflow for handling insurance claims: submission, assessment,
resolution

Optimize

What are the average sales per product category?

Automate

Categorize financial transactions and identify potential frauds

Automate

Categorize employee feedback from surveys and assign to relevant departments

Automate

Answer questions about PTO policy

Optimize

Identify bottlenecks in the support ticket process

Optimize

What is the compliance rate of suppliers with contracts?

Automate

Extract key terms from NDAs and classify clauses

Deploy

Create a process for managing promotional campaigns: planning, execution,
performance analysis

Optimize

Analyze maintenance request data to identify bottlenecks

Automate

Categorize billing discrepancies and calculate adjustments

Deploy

Deploy a workflow for tracking accounts receivable, following best practices

Optimize

Analyze compliance rates and suggest risk mitigation measures

Optimize

What is the average approval time for loan applications?

Deploy

Create a process for underwriting policies: risk assessment, approval,
documentation

Optimize

Identify trends in new service installations and suggest optimizations

Automate

Extract information from claims reports and classify issues

Optimize

What are the main reasons for product launch delays?

Optimize

What are the most frequent expense categories?

Deploy

Create a process for onboarding employees: setting up accounts, issuing
equipment, training

Deploy

Create a workflow for managing maintenance requests: submission, assignment,
tracking

Deploy

Deploy a workflow for tracking network maintenance: scheduling, assignment,
completion verification

Optimize

What is the average response time for maintenance requests?

Deploy

Deploy a process for software asset management: tracking licenses, renewal
notifications, compliance checks

Automate

Answer questions about IT security policy and best practices for data protection

Automate

Analyze bank reconciliation statements and identify discrepancies

Automate

Answer questions about the code of conduct and provide examples of acceptable
behavior

Automate

Verify regulatory documents and PDFs and identify necessary actions

Optimize

Identify trends in patient feedback and suggest service enhancements

Automate

Extract key skills from resume files and match with job requirements

Optimize

What are the most common compliance issues?

Deploy

Deploy a workflow for handling insurance claims: submission, assessment,
resolution

Optimize

What are the average sales per product category?

Automate

Categorize financial transactions and identify potential frauds

Automate

Categorize employee feedback from surveys and assign to relevant departments

Automate

Answer questions about PTO policy

Optimize

Identify bottlenecks in the support ticket process

Optimize

What is the compliance rate of suppliers with contracts?

Automate

Extract key terms from NDAs and classify clauses

Deploy

Create a process for managing promotional campaigns: planning, execution,
performance analysis

Optimize

Analyze maintenance request data to identify bottlenecks

Automate

Categorize billing discrepancies and calculate adjustments

Deploy

Deploy a workflow for tracking accounts receivable, following best practices

Optimize

Analyze compliance rates and suggest risk mitigation measures

Optimize

What is the average approval time for loan applications?

Deploy

Create a process for underwriting policies: risk assessment, approval,
documentation

Optimize

Identify trends in new service installations and suggest optimizations

Automate

Extract information from claims reports and classify issues

Optimize

What are the main reasons for product launch delays?

Optimize

What are the most frequent expense categories?

Deploy

Create a process for onboarding employees: setting up accounts, issuing
equipment, training

Deploy

Create a workflow for managing maintenance requests: submission, assignment,
tracking

Deploy

Deploy a workflow for tracking network maintenance: scheduling, assignment,
completion verification

Optimize

What is the average response time for maintenance requests?

Deploy

Deploy a process for software asset management: tracking licenses, renewal
notifications, compliance checks

Automate

Answer questions about IT security policy and best practices for data protection

Automate

Analyze bank reconciliation statements and identify discrepancies

Automate

Answer questions about the code of conduct and provide examples of acceptable
behavior

Automate

Verify regulatory documents and PDFs and identify necessary actions

Optimize

Identify trends in patient feedback and suggest service enhancements

Deploy

Create a process for content creation: planning, production, approval

Automate

Analyze access requests and analyze required permission levels

Deploy

Create a process for new service installations: order processing, technician
dispatch, service activation

Automate

Review contract files and highlight critical clauses & potential compliance
risks

Automate

Extract data from monthly energy usage reports and fill out fields

Optimize

What is the average processing time for insurance claims?

Optimize

Identify trends in customer returns and suggest process improvements

Automate

Categorize billing queries from support tickets and assign to teams

Deploy

Deploy a process for medical billing: claim submission, insurance verification,
payment processing

Automate

Extract invoice data and compare with payment records

Deploy

Deploy a workflow for tracking billable hours: time entry, approval, invoicing

Deploy

Deploy a process for handling returns: authorization, processing, restocking

Optimize

What is the average time to onboard a new employee?

Deploy

Deploy a workflow for tracking tax deductions: documentation, approval, filing

Automate

Read receipt, sum values, and exclude alcoholic items

Optimize

What are the main reasons for claim rejections?

Optimize

Evaluate billable hours data and suggest optimizations

Automate

Extract and classify customer feedback from e-mails

Automate

Read ID and bank statements, extract loan application data and verify
eligibility

Optimize

Identify the bottlenecks in support ticket handling processes

Optimize

Examine expense reports and suggest cost-saving opportunities

Deploy

Create a process for managing loan applications, following best practices

Automate

Analyze equipment photos and identify maintenance needs

Deploy

Deploy a process for tracking expenses: submission, approval, reimbursement

Automate

Categorize maintenance requests from emails and schedule repairs

Optimize

Analyze supplier performance to identify the best vendors

Automate

Read invoices & POs files and perform 2-way matching

Deploy

Create a process for patient onboarding: document collection, consultations,
medical history recording

Deploy

Create a process for handling leave requests: submission, approval, and balance
updates

Optimize

What is the average processing time for invoices?

Optimize

Evaluate claims processing times and identify bottlenecks

Deploy

Create a process for content creation: planning, production, approval

Automate

Analyze access requests and analyze required permission levels

Deploy

Create a process for new service installations: order processing, technician
dispatch, service activation

Automate

Review contract files and highlight critical clauses & potential compliance
risks

Automate

Extract data from monthly energy usage reports and fill out fields

Optimize

What is the average processing time for insurance claims?

Optimize

Identify trends in customer returns and suggest process improvements

Automate

Categorize billing queries from support tickets and assign to teams

Deploy

Deploy a process for medical billing: claim submission, insurance verification,
payment processing

Automate

Extract invoice data and compare with payment records

Deploy

Deploy a workflow for tracking billable hours: time entry, approval, invoicing

Deploy

Deploy a process for handling returns: authorization, processing, restocking

Optimize

What is the average time to onboard a new employee?

Deploy

Deploy a workflow for tracking tax deductions: documentation, approval, filing

Automate

Read receipt, sum values, and exclude alcoholic items

Optimize

What are the main reasons for claim rejections?

Optimize

Evaluate billable hours data and suggest optimizations

Automate

Extract and classify customer feedback from e-mails

Automate

Read ID and bank statements, extract loan application data and verify
eligibility

Optimize

Identify the bottlenecks in support ticket handling processes

Optimize

Examine expense reports and suggest cost-saving opportunities

Deploy

Create a process for managing loan applications, following best practices

Automate

Analyze equipment photos and identify maintenance needs

Deploy

Deploy a process for tracking expenses: submission, approval, reimbursement

Automate

Categorize maintenance requests from emails and schedule repairs

Optimize

Analyze supplier performance to identify the best vendors

Automate

Read invoices & POs files and perform 2-way matching

Deploy

Create a process for patient onboarding: document collection, consultations,
medical history recording

Deploy

Create a process for handling leave requests: submission, approval, and balance
updates

Optimize

What is the average processing time for invoices?

Optimize

Evaluate claims processing times and identify bottlenecks



The award-winning platform trusted by more than 4,000 companies




EVERYTHING IT TEAMS NEED.
EVERYTHING BUSINESS TEAMS WANT.
JUST A PROMPT AWAY.


BUILD ANY WORKFLOW IN MINUTES WITH AI

Build, automate, and manage every workflow with a single tool built for business
teams.

Coding → Low/No-code → Typing

It doesn’t get any easier than this. AI creates workflows using natural
language, prompts, and an intuitive user interface. 



Expedited customization

Business teams and non-technical users can quickly edit and customize workflows
with an IT-approved solution that’s secure and easy-to-use. 



2X faster implementation

Pipefy implements in days and weeks, not months. That means teams can start
building workflows – and seeing results – faster.





AUTOMATE AND DELIVER MORE, FASTER THAN EVER

Avoid errors, cut lead times, and reduce manual work by 40% with process
automation and AI.

Automate away

AI automates repetitive manual tasks including data extraction, image
recognition, emails, status updates, invoice matching, approvals, and more.



Deliver exceptional service

From intake to approval, AI improves user experiences by answering common
questions, centralizing documents and information, and helping users submit and
track their requests.



Conserve resources

Automation enables business teams to make better use of their time. And when
business teams build more of their own workflows – up to 85% of them – IT has
more time for strategy, security, and innovation.





EVOLVE AT THE SPEED YOUR BUSINESS DEMANDS

Stay agile with tools that make it easy to measure performance – and even easier
to pivot.

Continuous optimization

Use AI to monitor workflows, analyze performance, and track KPIs. Real-time data
and deeper insights enable better (and faster) decision-making.



Data-driven decisions

Instantly identify root causes, spot trends, and discover new ways to improve
any workflow or process.



Rapid prototyping

Stay agile and keep pace with evolving business needs. With AI, go from concept
to deployment in a fraction of the time vs. hand coding.





PIPEFY IS RECOGNIZED AS THE INDUSTRY LEADER



USED AND LOVED BY CITIZEN DEVELOPERS AND ADMINS.

2X FASTER TO DEPLOY, FOR 1/2 THE COST VS.  INCUMBENT SOLUTIONS.

GO FROM CONCEPT TO PRODUCTION IN 1 WEEK. WE PROMISE.


DISCOVER THE NEXT FRONTIER OF PROCESS AUTOMATION – DEPLOY FASTER, AUTOMATE EVEN
MORE, AND DELIVER EXCEPTIONAL EXPERIENCES.





EASILY BUILD ANY WORKFLOW WITH PIPEFY AI


FINANCE OPERATIONS

Centralize all procure-to-pay workflows – purchasing, payment, approvals, and
more – and connect all stakeholders in a single, unified process ecosystem. 


HR OPERATIONS

Automate and orchestrate HR processes. Centralize employee requests, performance
management, leave and attendance tracking and more.


CUSTOM WORKFLOWS

Simply define the starting point, phases, and necessary integrations to create
the most efficient version of any process you can imagine.


SEE HOW COMPANIES


SUCCEED WITH PIPEFY


Explore all success stories

How ZEISS used automation to boost productivity and process visibility

How ZEISS increased productivity and process visibility through automation



How Globalfy Delivered 172,000 Services Without Increasing IT Dependence

Globalfy simplifies the entrepreneurial journey for international business
owners



How Capgemini automated order-to-cash processes for a multinational beverage
corporation with Pipefy

How Pipefy is making a difference for Capgemini



How ONE Ocean Network Express standardized accounts payable across 4 continents
with Pipefy

How Pipefy is making a difference for ONE



Build a unified ecosystem


SEAMLESSLY INTEGRATE WITH YOUR TECH STACK

Out-of-the-box connectors, open API and HTTP requests make it easy to build a
cohesive ecosystem

Explore all integrations


300+ ready-to-use connectors

Pipefy integrates with ERPs, databases, and vertical solutions stored in private
cloud or on-premise systems.

No-code framework

IT teams can quickly establish and manage integrations without intricate coding
or development work, reducing technical requirements.

Real-time data visibility

Access comprehensive, up-to-date data when you need it. Pipefy integrations
dissolve silos and unify data sources.


WELCOME TO THE NEXT NO-CODE FRONTIER

Get startedBook a demo
Book a Demo

Embrace AI-driven efficiency



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2024 - Pipefy Inc. All rights reserved.

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