Pain points
Manual data entry and incomplete forms
Lack of traceability and return history
Automated activities
Standardized digital form
Automatic card creation in the pipe
Immediate notification to the responsible team
Agentic AI: strategic impact
Use case: Claim Analysis
Unstructured
5 days
(40 h)
- Manual invoice reading and analysis of scattered data
- Time-consuming validation with no standardized criteria
- Lack of visibility and communication across teams
0 %
Structured
2 days
(16 h)
- Standardized forms and data centralized in the pipe
- Less rework and standardized triage
- Improved request traceability
-70 %
Automated
8 hours
(8 h)
- Automated integrations and instant notifications
- Automatic validation of data and return policies
- Fewer manual errors and higher consistency
-85 %
Agentic
Minutes
- Autonomous processes with intelligent AI Agents
- Automatic reading and validation of the invoice and order
- Real-time decisions and automatic customer communication
Meet the AI Agents that power your returns analysis process
See how Pipefy’s autonomous agents speed up decisions, remove bottlenecks, and ensure a more reliable process.
Invoice Reader
Automates document reading and extracts relevant tax information in seconds.
Automated activities:
- Reads and interprets attached invoices.
- Extracts order data, amounts, and codes.
- Automatically updates form fields.
Request Validator
Applies internal company rules to validate return requests automatically.
Automated activities:
- Analyzes request data and compares it to return policies.
- Pre-approves based on defined criteria.
- Routes complex cases to human review.
Final Claims Evaluator
Performs root-cause analysis and oversees final decisions in critical cases.
Automated activities:
- Generates automatic recurrence reports.
- Identifies patterns and anomalies in the data.
- Assists the human employee in the final decision.
See how Pipefy turns returns analysis into an intelligent workflow.
Stage
Pain points
Automated activities
AI Agents
95% less time to resolve returns
A drastic reduction in average time from request to final decision.
80% increase in operational efficiency
Automated processes reduce errors and rework in returns analysis.
Higher customer satisfaction
Faster, more transparent decisions increase customer trust and loyalty.
Become a Pipefy expert: master AI Agent creation and take your processes to the next level.
Learn hands-on how to build, automate, and scale your processes end to end 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 tasks 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 automation, 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.
Start the Process Manager course now
Learn to use Pipefy strategically, build your first agent from scratch, and gain autonomy to scale your workflows—and gain autonomy to scale your workflows.
Access the courseGet answers, learn more, and connect with other specialists.
Join conversations, share best practices, and discover new ways to supercharge your processes.
Access Pipefy CommunityFrequently asked questions
If you need help, we’re here to guide you and provide full support
How does Pipefy automate returns analysis?
AI Agents read documents, validate requests, and auto pre-approve—cutting analysis time by up to 95%.
Can I tailor the rules for return validation?
Yes. Decision policies and criteria are 100% configurable in Pipefy, with no code required.
Can I integrate the workflow with my ERP?
Yes. Pipefy connects to systems like SAP, Oracle, and Totvs through native integrations or via API.
Does final approval still require human intervention?
Yes. In critical or out-of-policy cases, an employee reviews the AI recommendation before the customer is notified.
How do AI Agents ensure accuracy when reading invoices?
They use advanced OCR and NLP to interpret tax fields, minimizing typing errors and manual reading issues.
How long does it take to implement the Returns Analysis process in Pipefy?
Full implementation—including customization and training—typically takes 15 to 21 days, depending on workflow complexity and integrations.
The platform global leaders trust to innovate and scale
Pipefy is one of the market’s most respected platforms, recognized by leaders for its innovation, robustness, and operational impact.
With Pipefy, your data security is a priority.
Pipefy is the only platform that combines process automation with built-in governance and enterprise-grade security—delivering compliance, full auditability, and precise control over AI and sensitive data.
Artificial intelligence, made real in your daily work
Only Pipefy combines simple setup, hundreds of integrations, governance certifications, and an incredible user experience for your teams. All without overloading your technical team.
