How is the onboarding process going for the new client?
Automatic Activities and Follow-ups Agent
I'm monitoring the implementation stages and deadlines of the current contract.
The client hasn't yet sent the API keys, which will delay the go-live scheduled for next Monday.
I sent an automatic reminder to the client's representative and assigned an internal support task to assist them. I updated the implementation risk dashboard in real time.
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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 items and deadlines
- Updates dashboards and client status in real time.
Agent Subfunction
- Activity control
- Client onboarding
- Commission and target calculation.
Results and impact
Lead qualification 75%
faster
53%
reduction in sales cycle
Up to 300%
more sales.
Your life gets faster with Pipefy AI Agents
75% 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 CRM AI Studio Pipefy 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 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.
