AI Agents

Balance Inquiry Agent

Employee Mariana Souza requested 15 days of vacation. Can she take this period?

I am consulting the HR database to verify the accumulated vacation balance and the employee's accrual period.

I identified that Mariana only has 12 days of available balance, as she used 18 days in an advance last semester that had not yet been fully processed in the system.

I updated the triage card informing the exact balance of 12 days. I recommend notifying Mariana so that she can adjust the request or wait two more months to complete the desired 15 days.

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What this Agent solves for you

What it does

Responsible for automatically verifying the available vacation balance, ensuring accuracy before the request is opened.

Automated activities

Queries the HR internal database based on the employee's name
Returns the exact balance of available vacation days
Updates the fields "Does the employee have a balance?" and "What is the balance?" on the screening card.

Agent Subfunction

Automatic Screening
Calculation and Update

Results and impact

67%

less response time

40%

fewer manual tasks

228%

ROI in HR operations.

Your life gets faster with Pipefy AI Agents

67% faster

Traditional path

1–3 hours

With Pipefy AI Agent

30 min–1 hour

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Balance Inquiry Agent and how does it work?

The Balance Inquiry Agent is a specialized AI Worker within Pipefy's Gestão de Férias 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 HR 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 Balance Inquiry Agent in Pipefy?

The cost of the Balance Inquiry 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 Balance Inquiry Agent and manual HR processes?

While manual HR processes rely on manual intervention at every step, the Balance Inquiry 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 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.