Agentic AI: strategic impact on managing conflicts of interest

Use case: conflicts of interest

Unstructured

10 days
(80 hours)
  • Fully manual triage
  • Documents sent by email and out of standard
  • Slow process, prone to errors and information loss

Structured

5 days
(40 hours)
  • Standardized forms for case reporting
  • Evidence centralized in a single workflow
  • Legal checklists for internal validation
50%

Automated

1 day
(8 hours)
  • Fast triage with automations
  • Standardized preliminary assessments
  • Automatic handoffs between teams
80%

Agentic

Minutes
  • AI automatically identifies signals of conflict
  • Risk scoring from 0 to 10
  • Automatic closure when there’s no conflict

Meet the AI Agents powering conflicts of interest triage

AI analyzes evidence, identifies potential conflicts, and prioritizes resolution based on risk.

Conflict Triage Agent

Automatically analyzes each report, identifies potential conflicts, and recommends the right next step with detailed justification.

Automated activities:

  • Automatic conflict assessment based on submitted information and evidence
  • Preliminary compliance analysis with decision rationale
  • Risk scoring from 0 to 10 to prioritize cases

See how Pipefy turns conflicts of interest into an intelligent workflow.

Step
Pain points
Automated activities
AI Agents
Step 1 – Case submission

Pain points

Incomplete reports

No standard for evidence

Information lost in email threads

Automated activities

Standardized form with structured data capture

Secure evidence storage

Automatic record creation in the Pipe by the requester

Step 2 – Automated triage

Pain points

Slow manual triage

High subjectivity in analysis

Risk of errors and inconsistencies

Automated activities

AI Agent automatically triages the case

Identification of potential conflict

Automatic generation of justification and recommendation

Risk score assignment (0 to 10)

Conflict Triage Agent
Step 3 – Human validation

Pain points

Dependence on multiple emails

Slow approvals

Lack of legal traceability

Automated activities

Automatic routing to the compliance manager

Organized evidence and AI analysis

Automatic logging of decisions and comments

Step 4 – Final report and communication

Pain points

Rework to create reports

Lack of transparency for the requester

Decentralized archiving

Automated activities

Final report generated by the analyst

Automatic notification to the requester

Standardized archiving for audits

Significant reduction in triage time

Reviews that used to take days now happen in minutes with automated triage.

Less legal rework

Structured reports and automated analysis reduce inconsistencies and follow-up reviews.

More accurate compliance decisions

Automated assessment and risk scoring improve precision when prioritizing cases.

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Learn hands-on how to build, automate, and scale your end-to-end processes with Pipefy Academy.

What you’ll learn:

Build and organize your processes

Create forms and portals to centralize requests. Structure pipes and cards to track work with clarity and control.

Manage information with ease

Build custom databases and keep your team’s data always up to date and connected.

Automate and accelerate results

Eliminate manual tasks with automations, AI Agents, and email tools that work for you.

Analyze and optimize your operation

Build reports, interfaces, and dashboards to visualize metrics, spot bottlenecks, and make data-driven decisions.

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Frequently asked questions

If you need help, we’re here to guide you and provide full support

How does AI identify potential conflicts of interest?
The agent analyzes submitted information, compares patterns, and applies compliance rules to identify potential conflicts.
Can I customize the AI evaluation criteria?
Yes. The legal team can adjust policies, evaluation parameters, and risk scores as needed.
Does the process work for different types of conflicts?
Yes. The flow can be adapted for family relationships, suppliers, gifts, equity ownership, and more.
Does Pipefy provide traceability for audits?
Every analysis, decision, and justification is automatically logged, ensuring full auditability.
Can I integrate the process with internal legal systems?
Yes. Pipefy offers native integrations and an API for legal systems, ERPs, and internal tools.
Does AI replace the legal decision?
No. AI speeds up triage and prioritization, but the final decision always remains with the legal team.
Is it safe to store sensitive information in Pipefy?
Yes. The platform includes enterprise-grade governance, encryption, and access controls.
Does the process support attachments and multiple pieces of evidence?
Yes. The form and card support multiple document and evidence types.
Can I track the review status in real time?
Yes. The requester and the legal team have full visibility into every step of the process.
How long does it take to implement Pipefy’s AI Agents for conflicts of interest and see results?
On average, Pipefy agents are set up in minutes, and use cases—regardless of focus—deliver results in up to 20 days. That makes Pipefy the fastest no-code AI solution on the market.

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