Guides
How Pipefy Helps Shared Services Centers (SSCs) Capture Efficiency in the New Wave of Technology
For Shared Services Centers (SSCs), scaling operations while maintaining strict governance and eliminating rework is a persistent challenge. This guide explores how to accelerate cycles, mitigate risks, and maximize efficiency across critical SSC processes through no-code workflows, integrations, and AI Agents.
AI Infrastructure starts with Workflows: How Pipefy connects systems, people, and agents with efficiency, security, and scale
Find out why durable workflows are becoming the new operational foundation for enterprise AI — and how Pipefy orchestrates and unifies processes, systems, and intelligent agents to deliver scalable, governed execution.
Financial Services Outlook 2025: Trends Reshaping the Industry and an Action Plan for Leaders
The financial services industry is entering a new era. Artificial Intelligence, automation, Open Finance, and intelligent ERP integrations are transforming how institutions operate, compete, and deliver value. In this report, you’ll understand the shifts redefining finance and the steps leaders must take to stay ahead.
AI Trends in Process Automation: Everything You Need to Know
Automation is entering a new era: the era of AI Agents — and companies adopting this technology are already pulling ahead. In this free report, explore the top AI trends that are reshaping operations and driving smarter, faster, and more scalable processes.
Automation with AI Agents: the complete guide to transforming your processes
Are you ready to take the next step in business automation? With this exclusive guide, discover how to apply intelligent agents to reduce bottlenecks, increase efficiency, and boost productivity with decisions based on real data.
2024 Automation Trends Report
See how teams like IT, Finance, and HR are using automation to drive growth and contain costs and what to expect from BPA tools in the future.
2023 Leader Survey on AI & Process Automation
See what business and IT leaders say about the benefits and efficency gains of AI, no-code, and process automation.
IT Guide to Workflow Management
Be the IT hero your business needs. Learn how to build, optimize, and manage any type of process or workflow.
No-code Automation: Good for Business, Great for IT
No-code automation delivers crucial benefits for IT and business teams, and accelerates time to deployment. Learn more.
Buyers Guide to Automation Platforms
Explore the different types of automation to see which one is right for your business. Learn about BPA, RPA, and more.
Definitive Guide to BPA
Learn about business process automation (BPA), its benefits, and how it's used to automate any type of process.
Why Businesses Choose BPA
Discover why more businesses choose business process automation to optimize costs and achieve stack extensibility.
Definitive Guide to P2P Optimization
Procurement processes play a critical role in business strategy. Learn how to easily build an efficient, error-free P2P process.
Definitive Guide to HR Workflow Management
HR teams need workflows that deliver exceptional employee experiences, every step of the way. This guide shows you how,
Crash Course in Workflow Management
Need to become an workflow management expert overnight? This guide is for you.
Essential Elements of P2P Process Optimization
Your reference guide to everything it takes to optimize your P2P process.
Essential Elements of Workflow Management
Become the workflow manager your team needs with this workflow management cheat sheet.
Essential Elements of BPM
Learn everything there is to know about BPM with this infographic.
