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Automation

WORKFLOW

Pipefy Recognized with Capterra’s 2025 “Best Ease of Use – IT Management”

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AUTOMATION
Business professional working on laptop representing RPA and task automation with Pipefy

How Pipefy’s Native RPA Powers Task Automation

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AI AGENTS
Business professional using laptop to manage risk profiling workflows in a modern office

[Free Template] Risk Profiling Automated with AI Agents

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AUTOMATION
Business professional using a laptop in office environment, illustrating efficiency gains with digital forms in FNOL reporting

How to Make FNOL Reporting Easier with Digital Forms

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SALES & CRM
A sales leader presenting data on the impact of automated commercial offer creation on business growth

[Template] Automate Commercial Offer Creation with AI

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AUTOMATION
A successful real estate closing with keys being exchanged over a desk with blueprints and a contract, the result of a streamlined property intake

Speed Up Your Property Intake with Smart Workflows

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AI AGENTS
A person viewing AI product recommendations on a smartphone for a personalized mobile shopping experience

[Template] Boost Sales with AI Product Recommendations

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AI AGENTS
A person in a suit managing tasks on multiple devices, showing the measurable benefits of AI Agents through digital icons of automated business processes

Beyond the Hype: The Measurable Benefits of AI Agents

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AI AGENTS
Tablet displaying charts and graphs used to compare financial reports across business units

[Template] Compare Financial Reports with AI Agents

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AUTOMATION
Couple reviewing lease documents with a property manager during the tenant onboarding process

Tenant Onboarding 2.0: Turning Requests into Renewals

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P2P
Professionals reviewing procure-to-pay performance data on a tablet and printed reports

Digital Lean: 48-Hour P2P Cycle Time Reduction

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LOW-CODE

Low-Code Underwriting: Build vs. Buy for Mid-Tier Carriers

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AI AGENTS
Permission-to-work

Permit-to-Work 2025: Shrinking Shutdowns, Elevating Compliance

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WORKFLOW
Capex workflow

From CapEx Chaos to Clarity: Tracking Renovations with a No-Code Workflow

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AI AGENTS
Supplier Scorecards_02

Supplier Scorecards 101: The Hidden Lever to Protect Gross Margin

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WORKFLOW
Team analyzing claims process data on a laptop, with digital interface icons representing FNOL automation, compliance, and workflow efficiency

Claims Journey: What Changes After FNOL Automation?

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AUTOMATION
O2C

Cut DSO by 12 Days: Order-to-Cash at Lightspeed for Beverage Brands

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AI AGENTS
Profissional interagindo com elementos visuais em um painel transparente, ilustrando o conceito de desenvolvimento de agentes de IA no-code em um ambiente de trabalho colaborativo

No-code AI Agents Development: What Your Company Needs to Know

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CS
Customer support agents wearing headsets and working on laptops in a service operations room

How to Boost Customer Support Speed 3x

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HR
Employee using AI tool on a laptop for internal feedback and coaching tasks

AI Agents for Internal Feedback and Employee Coaching

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HR
Professional using an employee portal on a laptop at a desk, surrounded by notebooks and a coffee cup

Employee Portal: How to Increase Adoption?

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PM
Employees reviewing a workload planning dashboard to improve FTE performance using digital task tracking.

FTE Performance: 3 Simple Steps for Real Impact

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AUTOMAçãO
Micromanagement technology

Get rid of micromanagement: 5 easy tips for team efficiency

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Reading Robots for Documents: Automate What No One Wants to Do

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Advanced Financial Automation — Why go beyond traditional systems?

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BPA

Business Automation in 2025: What Every Manager Needs to Know

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DIGITAL WORKFLOW

Discover How Insurance Policy Automation Boosts Retention Rate

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BPA

KYC Automation: Simplify Validation for Insurance Customers

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BPA
RPA Vs BPA

RPA vs. BPA: Which Automation Tool is Right for You?

HR
automation in HR

HRM Automation: Making HR More Human, Not Less

HR

Why You Should Connect Your Human Resources and IT Operations

MKT
AB testing template

Make Accurate Marketing Decisions with A/B Testing

PM

Using Automation to Avoid Routine Mistakes