Pipefy AI Agents
Pipefy AI Agents analyze, optimize, and continuously evolve your processes. A new generation of AI agents built to identify gaps, suggest improvements, and intelligently scale your operation.
Featured Agents
Human Resources
Benefits Agent
Conversational AI agent that automates customer service and request opening in Pipefy, integrating with legacy systems.
Human Resources
Employee Self-Service Portal
Automated Response Agent
Generates customized answers to frequently asked questions using official company documents.
Risk & Compliance
Customer Onboarding
Coaching Agent Onboarding
Evaluates interactions between the service agent and the customer, provides feedback, and suggests more effective approaches.
Risk & Compliance
Customer Onboarding
Customer Service Co-pilot
It compiles information obtained during the sales process and prepares automated handoffs to accelerate the customer's time-to-value.
Risk & Compliance
Risk & Compliance
Decision Assist AI SRM
It recommends basing the final approval decision on internal policies, ensuring traceability and consistency in approvals.
Risk & Compliance
Trust Score AI SRM
It consolidates legal, tax, operational, and ESG analyses into a single score (0-100), facilitating quick and auditable decisions.
Risk & Compliance
Finance AI SRM
It evaluates financial indicators, balance sheets, and solvency ratios, identifying economic weaknesses and ensuring sustainability.
Risk & Compliance
Operacional AI SRM
Analyzes the operational capacity, structure, and ESG practices of suppliers, ensuring quality standards and strategic alignment.
Risk & Compliance
Compliance AI SRM
It monitors sanctions, restricted lists, and negative media in real time, detecting reputational risks and strengthening regulatory compliance.
Risk & Compliance
Legal AI SRM
Analyzes corporate documents and powers of representation, ensuring that the supplier is legally qualified and complies with legal requirements.
Risk & Compliance
Pre Check AI SRM
It automatically performs initial screening and registration validation, consulting public and private databases to ensure reliable data and reduce inconsistencies.
Risk & Compliance
Employee Onboarding
Validation Agent
It automates the reading and validation of documents, flagging inconsistencies and ensuring compliance with company policies.
Risk & Compliance
Customer Onboarding
Coaching Agent Onboarding
Evaluates interactions between the service agent and the customer, provides feedback, and suggests more effective approaches.
Risk & Compliance
Customer Onboarding
Automatic Activities and Follow-ups Agent Onboarding
Ensures that onboarding steps and deadlines are met, eliminating operational errors and lack of follow-up.
Risk & Compliance
Customer Onboarding
Customer Service Co-pilot
It compiles information obtained during the sales process and prepares automated handoffs to accelerate the customer's time-to-value.
Risk & Compliance
Decision Assist AI Onboarding
It automatically recommends approving, reviewing, or rejecting registrations based on the Trust Score and corporate policies.
Risk & Compliance
Trust Score AI Onboarding
It consolidates legal, financial, compliance, and operational opinions into a single risk index (0-100).
Risk & Compliance
Operacional AI Onboarding
It verifies the technical capacity, performance, and ESG criteria of suppliers and partners.
Risk & Compliance
Finance AI Onboarding
It evaluates financial and fiscal indicators, ensuring economic sustainability and tax compliance.
Risk & Compliance
Compliance AI Onboarding
Check restricted lists, negative media, and internal compliance policies to prevent reputational risks.
Risk & Compliance
Legal AI Onboarding
Analyzes legal documents and powers of representation, ensuring the legal compliance of each registration.
Risk & Compliance
Pre Check AI Onboarding
It performs initial screening and validates registrations automatically, eliminating errors from the first contact.
Marketing & Sales
Marketing & Sales
Analysis and Recommendation Agent
It automatically consolidates customer data, identifies relevant patterns, and generates product recommendations with a level of confidence and prioritization.
Marketing & Sales
Lead Qualification
Lead Scoring Agent
Analyzes variables to score leads according to the Ideal Customer Profile (ICP) and prioritize them.
Marketing & Sales
Lead Qualification
Sales Co-pilot Agent
It assists the SDR with context and suggestions based on historical data and ICP.
Marketing & Sales
Lead Qualification
Lead Nurturing Agent
It enriches the lead information with internal and external data.
Marketing & Sales
Performance and campaign optimization agent
Analyzes click and conversion metrics, adjusting strategies based on real-time results.
Marketing & Sales
Compliance and regulatory check agent
It validates the compliance of each piece with internal policies and industry regulations before publication.
Marketing & Sales
Cultural content adaptation agent
It produces initial localized content based on the briefing and segmentation, respecting dialects, cultural nuances, and brand guidelines.
Marketing & Sales
Enrichment and segmentation agent
It generates audience insights and creates micro-segments based on internal and external data.
Marketing & Sales
Event Management
Logistics Execution Agent
It suggests practical requirements for implementation: structure, suppliers, and essential resources.
Marketing & Sales
Event Management
Communication and Coordination Agent
It proposes strategies for dissemination and alignment among all those involved, reducing noise and delays.
Marketing & Sales
Event Management
Initial Planning Agent
Evaluate the event data and suggest key actions to begin planning with clarity.
Marketing & Sales
Sales pipeline
Commercial Proposal Agent
It automates the creation, pricing, and sending of proposals, ensuring compliance with commercial policies and direct integration with digital signatures.
Marketing & Sales
Plan Validation and Review Agent
It ensures consistency between briefing, strategy, and budget, supporting approvals with confidence.
Marketing & Sales
Sales pipeline
Sales Co-pilot
It acts as an intelligent assistant to the salesperson, analyzing history, suggesting approaches, and automating follow-ups to ensure smooth negotiations.
Marketing & Sales
Budget and Financial Forecasting Agent
Defines automatic budget allocation and financial forecasting based on the defined strategy.
Marketing & Sales
Marketing Strategy Agent
It generates strategic and tactical recommendations based on the briefing, ensuring consistency between objectives and execution.
Marketing & Sales
Content Creation & Curation
Initial Generation Agent
Analyze the complete briefing and create the first version of the content according to the provided context.
Marketing & Sales
CRM AI Studio
Customer Service Co-pilot Agent
It compiles information obtained during the sales process and prepares automated handoffs to accelerate the customer's time-to-value.
Human Resources
Human Resources
Cultural Fit Agent
Assesses the behavioral and cultural alignment of candidates.
Human Resources
Selection Agent
It calculates compatibility scores and prioritizes ideal candidates.
Human Resources
Reading Agent
Reads and interprets resumes, extracting relevant information.
Human Resources
Development plan agent
It automatically creates a personalized plan with training and professional development actions.
Human Resources
Job matching agent
It evaluates profiles and opportunities using AI to calculate fit, justify choices, and identify gaps.
Human Resources
Profile summary agent
It automatically consolidates experiences, performance, feedback, and career expectations.
Human Resources
Employee Self-Service Portal
Policy Verification Agent
It ensures compliance and security by validating whether the response follows HR rules.
Human Resources
Employee Development Plans
Trail recommendation agent
Analyzes development needs and suggests next steps based on company guidelines and existing learning paths.
Human Resources
Employee Self-Service Portal
Automated Response Agent
Generates customized answers to frequently asked questions using official company documents.
Human Resources
Employee Self-Service Portal
Employee Self-Service Agent
It classifies requests, validates internal policies, and automatically routes each demand.
Human Resources
Employee Development Plans
Custom plan generation agent
It automatically generates a development roadmap with content, deadlines, and start dates, ready for execution and monitoring.
Human Resources
Employee Development Plans
Development screening agent
Validates the information submitted by the employee and creates an executive summary for HR and the manager.
Human Resources
Employee Onboarding
Admissions Agent
It generates the contract based on the validated data and automatically sends it for digital signature, speeding up the formalization of the contract.
Human Resources
Dismissal Agent
Ensures that the entire shutdown process occurs in a compliant, fast, and traceable manner.
Human Resources
Compensation Study Agent
It compares internal and external data to recommend ideal salary ranges and calculate the budgetary impact.
Human Resources
Payslip Reader
Analyzes payslip documents and generates clear explanations about amounts, deductions, and benefits, making the understanding clear and accessible for each employee.
Human Resources
Calculation of Amount Due
It automatically calculates the amount to be paid to the employee based on days off and recorded salary.
Human Resources
Return Calculation
It calculates the return date based on the start of the break and the number of days scheduled.
Procurement
Procurement
Receipt reader
It automatically extracts essential data from invoices and cross-references this information with internal systems to accurately initiate the process.
Procurement
Fraud analyst
It applies fraud rules, classifies the risk of each request, and automatically suggests the best course of action to reduce financial losses.
Procurement
Procurement
Proposal Analysis Agent
It reads quotation documents, interprets data, and automatically recommends the best supplier based on configurable criteria.
Procurement
Initial Validation Agent
It analyzes requests and automatically identifies exceptions, reducing manual rework.
Procurement
Research and Quotation Agent
Evaluates alternative suppliers based on historical data and defined criteria.
Procurement
Automatic Approval Agent
Approves low-risk and routine requests based on purchasing rules and policies.
Procurement
Order Generation Agent
It automates PO creation and communicates with stakeholders instantly.
Procurement
Preliminary Supplier Auditor
Performs the initial supplier check, validating documents, identifying inconsistencies, and generating a preliminary diagnosis for the continuation of the process.
Procurement
Certification Validator Agent
It automatically reads all attached documents and validates the technical criteria of each ESG certification.
Procurement
Sustainability Score Agent
It calculates the ESG score based on the criteria met and generates an automatic technical report.
Procurement
Recertification Monitoring Agent
It automatically identifies the nearest certification expiration date and updates the recertification pipeline.
Logistics & Supply Chain
Logistics & Supply Chain
Materials Classification Agent
Interprets descriptions and evidence submitted to identify the type, category, and volume of recyclables.
Logistics & Supply Chain
Scoring and Rewards Agent
It automatically calculates points and benefits according to company policy.
Logistics & Supply Chain
Sustainable Engagement Agent
It suggests campaigns based on participation, volume, and collection history.
Customer Service & Support
Customer Service & Support
Complaint Resolution Agent
Analyzes attached evidence, compares internal records, and gathers relevant information to resolve the complaint.
Customer Service & Support
Complaint Resolution Intelligent Triage Agent
It reads the complaint, analyzes the tone, and automatically classifies it by urgency, impact, and category.
Customer Service & Support
Initial Analysis Agent
It automatically validates whether the request is complete, checking required fields and eligibility according to the company's internal policies.
Customer Service & Support
Issue Resolution
Intelligent Routing Agent
It routes complex complaints to Customer Service, specialized Support, or priority areas.
Customer Service & Support
Issue Resolution
Automatic Resolution Agent
Resolves simple complaints without involving human staff.
Customer Service & Support
Issue Resolution
Issue Resolution Intelligent Triage Agent
It analyzes the complaint and automatically classifies it by urgency, impact, and need for human intervention.
Customer Service & Support
Customer Order Management
Payment validation agent
It automatically verifies payments through financial integrations, ensuring speed and reducing errors.
Customer Service & Support
Customer Order Management
Order screening agent
It automatically classifies order and customer information, preparing the operation to proceed quickly and securely.
Customer Service & Support
Contact Management Intelligent Triage Agent
It automatically organizes received data and identifies the type of customer request.
Customer Service & Support
Automated Response Agent
Writes customized responses, justifies decisions, and communicates with the client precisely.
Customer Service & Support
Policy Analysis Agent
It checks internal rules and validates whether the request meets the necessary conditions.
Customer Service & Support
Schedule Construction Agent
Starting from the campaign's end date, this agent creates a complete and standardized schedule, ensuring predictability and reducing planning time.
Customer Service & Support
Request Summary and Enrichment Agent
It automatically analyzes the briefing submitted by the requester and creates a clear and structured summary, ensuring quick understanding and reducing misalignment issues.
Customer Service & Support
Response Assessment Agent
Evaluate the customer's response and determine the next step.
Customer Service & Support
Customer Engagement Agent
It automates the delivery of the response and verifies the client's status.
Customer Service & Support
Human-in-the-Loop Manager
Defines when human review is required for complex requests.
Customer Service & Support
AI Response Drafting Agent
It generates initial responses based on historical data and customer context.
Customer Service & Support
Request Triage Agent
It automatically classifies requests and identifies the ideal type of service.
Legal
Legal
Contract Renewal
Reminder Agent
It ensures continuity in the renewal cycle by sending automatic alerts when the critical date approaches and intelligently updating upcoming reminders.
Legal
Contract Renewal
Contract Analysis Agent
It automatically analyzes registered contracts, identifies key points, generates clear summaries, and prepares the first renewal communication according to internal rules.
Legal
Contract Summary Agent
Read the signed contract, extract essential information, and generate a standardized summary to expedite analysis and decision-making.
Legal
Summary Agent for Approval
It automatically generates an executive summary of the contract, highlighting key parts, values, and clauses to expedite the client's decision.
Legal
Classification and Suggestion of Contracts
It analyzes legal requests, identifies their type, priority, and complexity, and automatically suggests the ideal document structure, ensuring accuracy, standardization, and speed from the start of the workflow.
Legal
Conflict of Interest
Conflict Screening Agent
It automatically analyzes each report, identifies potential conflicts, and recommends the appropriate course of action with detailed justification.
Facilities & Real Estate
Facilities & Real Estate
Report Generator Agent (Insight Builder)
It automatically generates the incident report and lessons learned document, consolidating data and indicators from the event.
Facilities & Real Estate
Incident Classification Agent
It automatically analyzes the received data – such as incident type, location, and sensors – and determines the severity level.
Facilities & Real Estate
Communication Planning Agent
Create a personalized communication plan, defining messages, channels, and recipients based on historical response data.
Facilities & Real Estate
Corporate Travel Request
Decision Agent
It automatically determines whether a trip can be approved, denied, or referred for human review, ensuring governance and efficiency.
Facilities & Real Estate
Corporate Travel Request
Travel Summary Agent
It automatically transforms the employee's request into a clear, standardized summary ready for analysis.
Facilities & Real Estate
Corporate Travel Request
Compliance Analyst
It compares the itinerary and travel data with internal policy, indicating risks, exceptions, and inconsistencies.
Artificial intelligence becoming a reality in your everyday tasks
Only Pipefy combines ease of installation with hundreds of integrations, governance certifications, and incredible usability for your company’s employees. All this without overloading your technical team.
