AI Agents

Automatic Activities and Follow-ups Agent

How is the implementation of 'Delta Industries' progressing?

I am monitoring the completion of the implementation steps, deadlines, and tasks assigned to both our team and the client.

I noticed that the client has not yet sent the user configuration files, which will delay next week's training and compromise the final go-live deadline.

I sent an automatic and personalized reminder to the client's point of contact with the list of pending items. I have already updated the status dashboard to 'At Risk' and notified the CS manager.

Meet other Pipefy AI expert agents

Book a meeting now!

Book a demo

What this Agent solves for you

What it does

Ensures that onboarding steps and deadlines are met, eliminating operational errors and lack of follow-up.

Automated activities

Creates implementation tasks and assigns responsibilities
Sends automatic reminders of pending tasks and deadlines
Updates dashboards and client status in real time.

Agent Subfunction

Guided Implementation

Results and impact

67%

less onboarding time

+60%

engagement during onboarding

90%

fewer errors in handoffs between sales and customer success.

Your life gets faster with Pipefy AI Agents

67% faster

Traditional path

1–2 weeks

With Pipefy AI Agent

2+ days

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Automated Activities & Follow-ups Agent and how does it work?

The Automated Activities & Follow-ups Agent is a specialized AI Worker within Pipefy's AI-Powered Client Onboarding 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 Automated Activities & Follow-ups Agent in Pipefy?

The cost of the Automated Activities & Follow-ups Agent 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 Automated Activities & Follow-ups Agent and manual processes?

While manual processes rely on manual intervention at every step, the Automated Activities & Follow-ups Agent 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 Automated Activities & Follow-ups agent for my company?

To choose the right Automated Activities & Follow-ups 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.