Is all KYC and Legal data ready?
Agent 7 – AI Checklist
Checking the completeness and consistency of all verifications from previous agents.
The state tax clearance certificate is missing, as it was not captured by the legal agent.
I stopped the flow here. I've already opened an automated task for the analyst to attach the missing document before the final decision.
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What this Agent solves for you
What it does
It consolidates and validates all registration, compliance, and legal checks before the final analysis.
Automated activities
- Verifies the completeness of KYC and KYB data.
Identifies inconsistencies and gaps.
Feeds the validated results to DecisionAssistAI.
Agent Subfunction
- Score and Decision
Results and impact
94%
less credit analysis time
+60%
operational efficiency
Your life gets faster with Pipefy AI Agents
94% faster
Traditional path
2–4 hours
With Pipefy AI Agent
~10 minutes
Frequently Asked Questions about Pipefy AI Agents
Read frequently asked questions about Pipefy AI Agents.
What is the Checklist AI and how does it work?
The Checklist AI is a specialized AI Worker within Pipefy's Score e Análise de Crédito with AI solution. It executes operational steps autonomously — making decisions within its defined scope, triggering approvals, and maintaining full traceability of each action. Unlike manual processes, it operates seamlessly integrated with the workflow, from start to finish, with native human oversight built in.
How much does it cost to use the Checklist AI in Pipefy?
The cost of the Checklist AI in Pipefy varies based on process volume, number of users, and the integrations required with your company's systems. Plans are scalable and adapt to operations of any size — from teams just getting started to large enterprise operations. Talk to our team to receive a personalized proposal.
What is the difference between the Checklist AI and manual processes?
While manual processes rely on manual intervention at every step, the Checklist AI executes tasks autonomously, records the reasoning behind each decision, and enables real-time oversight. This results in faster cycles, less rework, and 100% traceability of actions — without giving up human control where it matters most.
How do I choose the best automation agent for my company?
To choose the right automation agent, evaluate: ability to integrate with your current systems, governance and traceability of agent decisions, ease of configuration without relying on IT, and support for complex processes with exceptions. Also check the vendor's track record with clients in your industry and real implementation case studies.
