Agentic AI: strategic impact on managing corporate travel compliance analysis

Use case: corporate travel compliance analysis

Unstructured

12 days
(96 h)
  • Requests by email and incomplete data
  • Lack of visibility into the travel policy
  • Delays in approvals and high rework
0 %

Structured

5 days
(40 h)
  • Standardized forms and initial centralization
  • Checklists applied by HR
  • More organized approvals
58 %

Automated

1 day
(8 h)
  • Automated notifications and transitions
  • Basic eligibility rules
  • Significant reduction in manual triage
85 %

Agentic

Minutes
  • Automatic trip summary
  • Intelligent travel policy validation
  • Automated decision: approve, reject, or request review

Meet the AI Agents powering corporate travel compliance analysis

AI Agents reduce manual work, ensure policy adherence, and speed up HR approvals.

Trip Summary Agent

Automatically turns the employee request into a clear, standardized summary ready for review.

Automated activities:

  • Identifies the key trip details.
  • Organizes information into an executive summary.
  • Prepares the card for policy review.

Compliance Analysis Agent

Compares the itinerary and trip data against the internal policy, flagging risks, exceptions, and inconsistencies.

Automated activities:

  • Automatically validates requests based on company policy.
  • Identifies risks, exceptions, and key considerations.
  • Flags questions or inconsistencies in the itinerary.

Decision Agent

Automatically determines whether the trip should be approved, rejected, or sent for human review, ensuring governance and speed.

Automated activities:

  • Automated verdict (approve/reject/review).
  • Logs the AI reasoning for audits.
  • Automatically moves the request through the Pipefy workflow.

See how Pipefy turns corporate travel compliance analysis into an intelligent workflow.

Step
Pain points
Automated activities
AI Agents
Step 1: Trip request

Pain points

Incomplete information

High rework for HR

Lack of standardization

Automated activities

Standardized form

Automatic card creation

Initial validation of required fields

Step 2: Automated request summary

Pain points

Time lost consolidating data

Inconsistent formats across requests

Automated activities

Trip summary generation

Structuring information for review

Trip Summary Agent
Step 3: Compliance analysis

Pain points

Manual policy checks

Undetected risks

Inconsistent approvals across managers

Automated activities

Detailed check against internal policy

Flagging risks and exceptions

Automatic explanation of the AI reasoning

Compliance Analysis Agent
Step 4: Smart approval

Pain points

Delays in getting back to employees

Lack of standardization in decisions

Automated activities

Automatic approval based on criteria

Routing to human review when needed

Logging the criteria used for audits

Decision Agent

99% reduction in review time

Agentic automation accelerates the process from days to minutes, ensuring fast responses to employees.

80% less rework for the travel team

Standardization and automatic validation reduce back-and-forth and eliminate policy application errors.

100% documented compliance

AI reasoning logs every review and decision, strengthening governance and audit readiness.

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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 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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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.

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

Join conversations, share best practices, and discover new ways to get more value from your processes.

Access Pipefy Community

Frequently asked questions

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

How does AI ensure compliance in corporate travel reviews?
AI Agents automatically compare each request against the company policy, highlighting risks, exceptions, and inconsistencies.
Can the process be customized for specific HR policies?
Yes. The workflow and agent rules can be configured based on internal policies and approval levels.
Do we need IT involvement to get started?
No. Pipefy is no-code, so HR can set everything up without relying on technical development.
How does the employee submit the request?
Through a standardized form available via a portal, link, or QR code.
Does AI log the reasoning used in decisions?
Yes. Every review is automatically documented, ensuring transparency and auditability.
Can a manager review the decisions?
Yes. When needed, the flow automatically routes the request to human review.
Can I integrate the flow with external systems (ERP, T&E, HRIS)?
Yes. Pipefy offers native integrations, an API, and connectors for a wide range of systems.
Can I limit who can approve trips?
Yes. Permission and approval rules can be defined based on reporting levels.
How is the employee notified about approval or rejection?
By email or automated notifications sent directly by Pipefy.
How long does it take to implement Pipefy’s AI Agents for corporate travel compliance analysis 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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