Agentic AI: strategic impact on processes

Use case: Procurement process

Unstructured

15 days
(360 hours)
  • Purchase requests via email and spreadsheets.
  • Decentralized approvals with no traceability.
  • Typos and constant rework.
47%

Structured

8 days
(192 hours)
  • Standardized forms and clear approval flows.
  • Centralized information with an auditable history.
  • First business rules implemented manually.
62%

Automated

3 days
(72 hours)
  • Automatic approvals by purchase value and category.
  • Instant notifications and integrations with Finance and ERP.
  • Status updates and automatic decision logging.
92%

Agentic

6 hours
  • AI Agents automatically analyze purchasing policies, values, and budgets.
  • Vendor validation and approval limits in seconds.
  • Real-time integration with financial systems and ERPs.

Example of an orchestrated procurement workflow with AI Agents

Stage
Pain points
Automated activities
AI Agents
Request approval

Pain points

Lack of visibility and request prioritization.

Automated activities

Automatic notifications sent to managers.

Automatic approval based on company policies.

Adjustments

Pain points

Excessive back-and-forth and rework between requester and buyer.

Automated activities

Automatic follow-up to the requester with the requested changes.

Immediate update of the request status in Pipefy.

Quotation

Pain points

Slow turnaround for sending RFQs.

Lack of standardization in supplier communication.

Automated activities

Automatic RFQs sent to approved suppliers.

Centralized logging of responses in Pipefy.

Supplier selection

Pain points

Risk of bias and poorly supported decisions.

Automated activities

The Proposal Analysis Agent automatically reads the documents sent by suppliers.

Creates a comparison table across proposals based on configured criteria (price, lead time, quality, and history).

Recommends the ideal supplier in an impartial, auditable way.

Proposal Analysis Agent
Purchase order (PO)

Pain points

Delays in issuing the order and lack of integration with Finance.

Automated activities

Automatic PO generation after selection.

Integration with financial systems and status updates sent to the supplier and requester.

Meet the AI Agent that transforms your procurement workflow

The Proposal Analysis Agent uses AI to compare quotes and recommend the ideal supplier—eliminating bias and rework.

Proposal Analysis Agent

Reads quote documents, interprets data, and automatically recommends the best supplier based on configurable criteria.

Automated activities:

  • Reading and interpreting submitted proposals
  • Creating a comparison table for price, lead time, and quality
  • Recommending the ideal supplier in an auditable, unbiased way
  • Logging decisions on the card for final approval

60% less procurement approval time

Approval-rule automation and intelligent triage cut decision cycles from days to hours, accelerating support for requesting teams.

1,200 hours saved per year

Centralized requests, fewer spreadsheets/emails, and automatic updates free your team for strategic work.

100% compliance with purchasing policies

AI Agents apply purchasing policies and approval limits in real time, blocking unjustified exceptions and ensuring full governance.

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Become a Pipefy expert: master building AI agents and take your processes to the next level.

Learn hands-on how to create, automate, and scale your end-to-end processes in 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 all 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 improve your operation

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

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Learn to use Pipefy strategically, build your first agent from scratch, and gain the autonomy to scale your workflows—and gain the autonomy to scale your workflows.

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Get your questions answered, learn more, and connect with other experts.

Join conversations, share best practices, and discover new ways to boost your processes.

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Frequently asked questions

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

How does Pipefy help automate the procurement process?
Pipefy centralizes all requests, policies, and approvals in a single workflow. AI Agents categorize requests, apply business rules, and validate budgets automatically—eliminating spreadsheets and cutting approval time by up to 60%.
Does Pipefy integrate with ERP systems and suppliers?
Yes. The platform offers native integrations and API-based connections with systems like SAP, Oracle, TOTVS, and supplier marketplaces. This allows purchasing and approval data to flow automatically, without manual data entry.
Can we customize approval rules and limits?
Yes. Pipefy lets you configure approval rules by value, category, supplier, and cost center. Changes can be made by the Procurement team itself, without relying on IT.
How does Pipefy ensure compliance and auditability in procurement?
Every decision is logged automatically, with a complete audit trail. AI Agents apply purchasing policies in real time, ensuring 100% compliance and preventing out-of-policy approvals.
What happens if a request is rejected?
The employee automatically receives the reason for rejection and can resubmit a corrected request. The full history stays saved in Pipefy, ensuring end-to-end traceability and transparency.
How long does it take to implement Procurement AI Agents and see results?
On average, Pipefy agents are configured 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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