AI Agents

Certificate Validation Agent

Employee João Silva submitted a 5-day medical certificate. Can you validate it for payroll processing?

I am reviewing the scanned document, extracting the ICD code, the doctor's CRM number, the issue date, and the rest period according to HR policies.

I identified that the doctor's CRM number is listed as 'Inactive' on the CFM portal, and the 5-day period exceeds the 3-day limit for leave without internal review, according to our unit's policy.

I classified the certificate as 'Pending Medical Review' and flagged the CRM inconsistency. Would you like me to send an automatic notification to the employee requesting contact information from the doctor's office for verification?

Meet other Pipefy AI expert agents

Book a meeting now!

Book a demo

What this Agent solves for you

What it does

It automatically validates medical certificates by cross-referencing data with internal policies and recording the results in the system.

Automated activities

• Analyzes and classifies medical certificates
• Applies eligibility rules and company policies
• Provides information for integrations with legacy systems

Agent Subfunction

Validation and Approval

Results and impact

70%

fewer classification and registration errors

90%

reduction in certificate analysis time

228%

ROI in operational efficiency.

Your life gets faster with Pipefy AI Agents

70% 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 Certificate Validation Agent and how does it work?

The Certificate Validation Agent is a specialized AI Worker within Pipefy's Gestão de Atestados 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 Certificate Validation Agent in Pipefy?

The cost of the Certificate Validation 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 Certificate Validation Agent and manual HR processes?

While manual HR processes rely on manual intervention at every step, the Certificate Validation 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 Certificate Validation agent for my company?

To choose the right Certificate Validation 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.