How Pipefy’s Native RPA Powers Task Automation

Organizations across industries face relentless pressure to accelerate execution, reduce costs, and strengthen compliance. Manual processes remain a major obstacle, slowing teams and exposing operations to errors and inefficiencies. According to Thomson Reuters, 65% of organizations agree that streamlining and automating manual processes would reduce the complexity and cost of risk and compliance efforts. This is why Robotic Process Automation (RPA) has become essential for CIOs, CFOs, and heads of operations.

The challenge is that many RPA solutions are complex, costly to deploy, and often demand specialized IT resources. Pipefy addresses this barrier with a native RPA capability, fully embedded into its low-code/no-code platform. By combining task automation, workflow automation, and end-to-end orchestration, Pipefy enables companies to scale automation securely and efficiently without depending on fragmented systems.

What Makes Pipefy’s Native RPA Different?

Not all automation platforms are equal. Traditional RPA tools often require long implementation cycles, specialized coding skills, and high maintenance. Pipefy’s native RPA offers a distinct approach:

Embedded in the platform: Unlike external RPA tools, Pipefy integrates automation directly into workflows, eliminating dependency on third-party connectors
Low-code/No-code: Business and operations leaders can configure automations without IT bottlenecks, making it accessible to non-technical users
End-to-end orchestration: Automation is not limited to isolated tasks. It spans entire workflows, from intake to execution, ensuring data consistency and auditability
Scalability and compliance: Designed for enterprise-grade requirements, it scales while ensuring regulatory adherence across industries

This design empowers executives to pursue efficiency and governance simultaneously, aligning with their strategic priorities.

How Pipefy’s RPA Works for Task Automation

Pipefy’s Robotic Process Automation executes repetitive, rule-based tasks within workflows. These include:

Data entry and validation: Automatically populating and verifying fields from multiple systems
Document management: Collecting, classifying, and routing files according to compliance rules
Approvals and notifications: Triggering decision points, sending alerts, and escalating pending actions
System integration: Connecting processes across CRM, ERP, and HR systems without manual intervention

Executives gain visibility when task automation ensures accuracy and faster execution in daily operations

Example in Action

Let’s consider a mid-sized insurance company that receives thousands of claims each month. Before automation, claims analysts manually reviewed forms, cross-checked compliance documents, and updated records in multiple systems. With Pipefy’s native RPA, the workflow could be redesigned:

Claims are submitted through a standardized digital form
The RPA bot validates information against compliance rules automatically
Documents are classified and stored in the right repository
The workflow routes the claim to the approver only if exceptions are detected

In this sample case, cycle times could drop by 40%, while error rates could significantly decrease.

Key Benefits of Native RPA for Enterprises

The impact of Pipefy’s task automation goes beyond efficiency. Executives gain tangible results across cost, compliance, and scalability.

Benefit	How Pipefy Delivers It
Cost Reduction	Automates manual tasks, lowering operational expenses
Compliance	Ensures regulatory steps are embedded in workflows and fully auditable
Productivity	Frees up employees for higher-value work, increasing throughput across departments
Scalability	Extends automation from individual tasks to complex workflows without coding
Governance	Centralized orchestration guarantees visibility and control over every automated process

These outcomes position automation not just as an IT initiative but as a business transformation strategy.

Common Challenges When Implementing RPA

Despite its advantages, enterprises still face hurdles when adopting RPA. The most frequent challenges include:

Legacy systems: Older infrastructures are often hard to integrate with modern automation
Change management: Employees accustomed to manual tasks may resist automation
Data quality: Inconsistent or incomplete information can limit automation accuracy
Over-complexity: Deploying too many tools without orchestration leads to fragmented ecosystems

Pipefy addresses these risks with its low-code/no-code design, which enables smoother adoption. Automation is embedded in structured workflows, reducing complexity while aligning with compliance requirements.

Metrics to Evaluate Success with Pipefy’s RPA

For decision-makers, ROI must be measured. Executives can assess automation success through metrics such as:

Cycle time reduction: Time saved in completing processes end-to-end
Error rate decrease: Fewer manual mistakes in compliance or reporting
Operational cost savings: Reduction in hours spent on repetitive tasks
Compliance accuracy: Percentage of workflows passing audit without rework
Scalability index: Number of automated workflows running without IT dependency

Tracking these indicators demonstrates not only operational gains but also strategic value in compliance and risk reduction.

Native RPA in Pipefy simplifies monitoring and approvals directly in digital workflows, even across multiple systems

How Native RPA Supports Industry-Specific Needs

Financial Services

Banks and fintechs face strict regulatory frameworks and complex onboarding requirements. With workflow automation, Pipefy helps automate KYC checks, credit approvals, and compliance reporting. For example, in a fictitious scenario, a bank could use RPA bots to pre-validate client documents, reducing approval time from one week to two days.

Insurance

Insurers deal with high volumes of claims and fraud risks. Pipefy’s end-to-end orchestration supports automated document classification, fraud flagging, and policy issuance. This boosts customer satisfaction and reduces compliance risks.

Consumer Goods

Large consumer goods companies manage complex HR and procurement workflows. With low-code/no-code RPA, HR teams could automate onboarding tasks, while procurement automates vendor approvals. This supports both efficiency and scalability.

Future Trends in Robotic Process Automation

As automation matures, Robotic Process Automation is evolving toward intelligent orchestration. The key trends include:

AI-enhanced RPA: Integration with AI Agents for predictive and adaptive workflows
Hyperautomation: Expanding beyond tasks into full operational ecosystems
Scalable governance: Embedding compliance and security checks into every layer of automation
Citizen automation: Empowering non-technical teams to scale automation independently

According to Gartner, by 2026, more than 80% of enterprises will use Generative AI-powered APIs or models, reflecting the shift toward integrated automation ecosystems that combine RPA, AI, and low-code orchestration.

Why Choose Pipefy for Native RPA?

Pipefy positions itself as an AI Enabler for enterprises. By combining native RPA, workflow automation, and low-code/no-code orchestration, it provides autonomy for business teams, governance for executives, and security for IT leaders.

With Pipefy, companies gain: