AI Agents

Proposal Generation Agent

Risk & Compliance Integração com Dados de Open Finance

The client is interested in portability. Can you generate the commercial proposal and email?

I am compiling the client's information and credit product details to generate the offer documents and personalized communication.

I identified that the offer for this promotional rate expires in 48 hours, which requires a sense of urgency in the final communication.

I generated the complete commercial proposal and personalized the email with an urgency trigger regarding the rate. The document is ready to send and the card has been moved to the 'Awaiting Assumption' stage.

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What this Agent solves for you

What it does

Create complete business proposals and personalized emails ready to send.

Automated activities

Compiles customer information
Generates offer documents
Customizes the final communication.

Agent Subfunction

Step 4: Automatic proposal creation

Results and impact

85%

less data analysis time

70%

more accurate recommendations

90%

process automation.

Your life gets faster with Pipefy AI Agents

85% faster

Traditional path

1–2 weeks

With Pipefy AI Agent

1–2 days

Frequently Asked Questions about Pipefy AI Agents

Read frequently asked questions about Pipefy AI Agents.

What is the Proposal Generation Agent and how does it work?

The Proposal Generation Agent is a specialized AI Worker within Pipefy's Integração com Dados de Open Finance 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 Proposal Generation Agent in Pipefy?

The cost of the Proposal Generation 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 Proposal Generation Agent and manual processes?

While manual processes rely on manual intervention at every step, the Proposal Generation 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 Proposal Generation agent for my company?

To choose the right Proposal Generation 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.