Manual and repetitive work still consumes a large part of team productivity, but this reality is rapidly changing with the rise of AI agents. Unlike people, they don’t get tired, distracted, or overwhelmed — and they can complete in minutes what used to take hours, giving teams back their most valuable resource: time. This technology is already seen as a game-changer in the corporate world, with projections of billion-dollar impacts across multiple industries.
Research from McKinsey shows that generative AI could add trillions of dollars to the global economy, massively expanding companies’ productive potential. That’s because these systems go far beyond data analysis: they learn through use, interact with users in natural ways, and continuously adapt to business needs — becoming more precise and strategic over time.
In practice, AI agents collect data, interpret it, and execute actions automatically. They can fill out forms, classify documents, generate personalized responses, prioritize tasks, and even suggest process improvements. When integrated into automation platforms like Pipefy, they take efficiency to the next level — connecting with other systems, optimizing workflows, and freeing up teams to focus on innovation and strategic decision-making.
Want to see how AI agents can change your daily work? Actually, we’ll show you 10 ways. Below, you’ll find 10 processes that are probably part of your corporate routine — and that can (and should!) be automated with AI agents. Get ready to rethink your to-do list and, who knows, finally retire that old habit of doing everything manually.
Read more: Pipefy Recognized with Capterra’s 2025 “Best Ease of Use – IT Management”
Human Resources
1 – Process: Vacation Requests and Approvals
Manual process: Filling out spreadsheets, sending emails, and waiting for manual approvals is still the reality for many teams. The result? Delays, oversights, rework — and unhappy employees.
With Pipefy AI Agents: Employees simply chat with an intelligent virtual assistant on their phone and request time off in seconds. The AI agent understands the request, automatically triggers the necessary approvals, and keeps the employee updated in real time. HR stops wasting hours on repetitive admin tasks and gains more time for strategic work.
2 – Process: Submitting and Approving Medical Certificates
Manual process: When employees send medical certificates by email or even WhatsApp, the risks are high: documents get lost, details are incomplete, and HR ends up chasing information.
With Pipefy AI Agents: Employees just say “submit medical certificate” to the AI in a personalized portal. The AI agent collects the data, uploads the document, updates the system, and notifies the HR team instantly.
Finance
3 – Process: Purchase Requests
Manual process: When purchase requests happen via email, spreadsheets, or scattered messages, the result is disorganization and rework. Requests get lost, approvals are delayed, and documents fall through the cracks.
With Pipefy AI Agents: Requests are submitted in a structured, customized portal. The AI agent gathers all required information, understands the purchase context, and automatically triggers approval workflows. Communication across teams becomes seamless, with smart notifications, full visibility of request status, and the procurement team receiving everything ready to go.
4 – Process: Expense Reimbursements
Manual process: Employees send emails, attach receipts, and fill out inconsistent forms. Finance then has to validate every expense, check compliance, and chase approvals — causing slowdowns and frequent errors.
With Pipefy AI Agents: Employees request reimbursements through a friendly AI portal. The AI agent collects receipts, automatically categorizes expenses, checks compliance with company policy, and sends items for approval if needed. The whole process is secure, traceable, and optimized in real time.
Marketing
5 – Process: Campaign Requests
Manual process: Running a campaign used to mean filling out manual forms (when people remembered), sending briefings by email, and endless back-and-forth with Marketing. The result? Delays, confusion, and lost information.
With Pipefy AI Agents: The process now starts with an AI-powered smart form. The AI agent understands the campaign type, checks available budget, validates details, and even suggests improvements to the briefing. Instead of landing in someone’s inbox, the request enters an automated flow with clear responsibilities and deadlines.
Legal
6 – Process: Contract Review
Manual process: Reviewing a contract meant reading line by line, checking specific clauses, ensuring compliance with internal standards, and sometimes cross-referencing other contracts — a process that could take hours or even days.
With Pipefy AI Agents: AI agents identify standard clauses, flag gaps, and suggest adjustments based on company policies. Instead of reading everything manually, the legal team receives a summary highlighting key risks and points of attention. The result? Faster, standardized reviews with fewer human errors.
Customer Support
7 – Process: Ticket Resolution
Manual process: Support teams often face hundreds of tickets daily. They need to read, classify, assign, and respond — often from scratch, with lots of repetitive work. Status updates also had to be made manually, slowing communication with customers.
With Pipefy AI Agents: Tickets are automatically classified and routed to the right person in seconds. The AI can also suggest or even draft initial responses based on ticket history. As the case progresses, it updates statuses, logs interactions, and anticipates customer questions. Result: faster responses, less rework, and a smoother customer experience.
Further reading: BOAT Platforms: The Future of Business Efficiency is Already Among Us
Sales
8 – Process: Follow-Up Automation
Manual process: Sales reps struggled to remember all deadlines and follow-ups. Even with calendars, sticky notes, and CRM reminders, many responses came too late. On top of that, sending personalized follow-up emails manually was time-consuming and error-prone.
With Pipefy AI Agents: The AI agent tracks response times, detects long silences, and automatically sends personalized follow-up emails at the right moment. If a prospect hasn’t replied in three days, the AI sends a friendly reminder. If still no response, it tries again with a new approach — learning from past interactions. This frees up reps to focus on complex negotiations while AI handles the basics.
9 – Process: Sales Funnel Organization
Manual process: Reps had to manually update spreadsheets, CRMs, and reports to track leads. Moving a prospect between stages meant dragging cards, updating fields, or sending emails — all while chasing monthly targets.
With Pipefy AI Agents: The AI automatically detects lead progress based on actions like opening emails, filling forms, or booking calls. It updates the funnel in real time, flags stalled leads, and can reclassify them into “nurture” or “review” categories. Everything stays visible, organized, and always up to date.
IT & Operations
10 – Process: Ticket Management
Manual process: IT tickets were often vague, sent via email or basic forms. Analysts had to manually interpret, classify, prioritize, and route each one — creating bottlenecks and delays, especially when misrouted.
With Pipefy AI Agents: Tickets are instantly analyzed and classified by the AI, which sets priorities and routes them to the right team. For routine requests (like password resets), the AI solves them directly without human intervention. The result: fewer backlogs, faster service, and IT teams free to focus on high-impact tasks.
After these 10 examples, what are you waiting for to let Pipefy’s AI agents take over the tasks you’ve been handling manually? Click the button below, schedule a demo, and start seeing results in just 15 days!
