Industries
Pipefy Products
Navigate the Pipefy product ecosystem to orchestrate processes with automation, AI, and no-code workflows across multiple industries and departments.
Studios
P2P AI Studio
Orchestrate and automate your purchasing process, from request to payment, with AI Agents in low-code workflows integrated with your ERP and legacy systems.
CRM AI Studio
Build pipelines, automations, and AI agents that connect Marketing, Sales, and Customer Success into a single end-to-end flow—with WhatsApp, email, voice, and integrated portals, plus real-time visibility across the entire customer journey.
Financial Services
Customer Onboarding
Centralize communications, automate workflows, and elevate the customer experience with no-code flows and intelligent AI agents.
Crédito
Credit Decisioning
Accelerate financial decisions and eliminate bottlenecks with no-code workflows and AI Agents that automate screenings, validations, and contracts with end-to-end governance and traceability.
Contas a Pagar e a Receber
Accounts Payable
Automate your accounts payable cycle with AI Agents, workflows, and a no-code platform that integrates systems and eliminates rework.
Compras
Procurement
Centralize requests, policies, and approvals with AI Agents, workflows, and a no-code platform that connects your entire procurement operation.
Retail
Returns Processing
Structure your process with AI Agents, automated workflows, and a no-code platform for fast, accurate decision-making.
Manufacturing
Recruitment
Structure no-code recruitment and selection workflows with intelligent automation and AI Agents that eliminate manual screening and accelerate hiring.
Dealer Relationship Management
Dealer Performance Monitoring
Real Estate
Cost Approach Appraisal
Income Approach Appraisal
Comparative Market Analysis (CMA)
Utilities Management and Optimization
Tenant Relationship and Communication
Utilities
Recruitment
Structure no-code recruitment and selection workflows with intelligent automation and AI Agents that eliminate manual screening and accelerate hiring.
Information Technology
Terceirização de Suporte Técnico
Ticket Management
AI Agents analyze, categorize, and accelerate tickets within no-code workflows.
Suporte ao cliente
Issue Resolution
AI Agents classify urgency, apply business rules, and automate responses—accelerating your entire Customer Success & Support operation.
Multi-Industry
Contract Review
Our AI Agents turn contract drafting and approval into a 100% digital, no-code process with no rework.
Customer Onboarding
Centralize communications, automate workflows, and elevate the customer experience with no-code flows and intelligent AI agents.
Recrutamento e Seleção
Employee Onboarding
Standardize and automate your onboarding process with AI Agents and no-code workflows that ensure speed, traceability, and a seamless experience for new employees.
Recruitment
Structure no-code recruitment and selection workflows with intelligent automation and AI Agents that eliminate manual screening and accelerate hiring.
Customer Order Management
Smart intake, automated payment validation, and no-code workflows to accelerate customer operations.
Conflict of Interest
Automate intake, risk assessment, and compliance with AI Agents, forms, and no-code workflows.
Terceirização de Suporte Técnico
Ticket Management
AI Agents analyze, categorize, and accelerate tickets within no-code workflows.
Coordenação de viagens
Corporate Travel Request
AI Agents analyze policies, validate itineraries, and automate decisions within no-code workflows for HR.
Suporte ao cliente
Issue Resolution
AI Agents classify urgency, apply business rules, and automate responses—accelerating your entire Customer Success & Support operation.
Entrega de Serviços de RH
Employee Self-Service Portal
Automate questions, triage, and responses with AI Agents, intelligent workflows, and a no-code approach.
Energy
Recruitment
Structure no-code recruitment and selection workflows with intelligent automation and AI Agents that eliminate manual screening and accelerate hiring.
Grid Maintenance and Modernization
Fuel Acquisition and Management
Shared Services Center
Conflict of Interest
Automate intake, risk assessment, and compliance with AI Agents, forms, and no-code workflows.
Coordenação de viagens
Corporate Travel Request
AI Agents analyze policies, validate itineraries, and automate decisions within no-code workflows for HR.
Entrega de Serviços de RH
Employee Self-Service Portal
Automate questions, triage, and responses with AI Agents, intelligent workflows, and a no-code approach.
Gestão de Contratos
Contract Renewal
Centralize your renewals and let AI Agents handle the heavy lifting—summarizing contracts, sending alerts, and moving the process forward for you within a no-code workflow.
Treinamento e Desenvolvimento
Employee Development Plans
Use AI Agents, no-code workflows, and smart forms to structure employee development in HR for financial services, technology, retail companies, and more.
Contas a Pagar e a Receber
Accounts Payable
Automate your accounts payable cycle with AI Agents, workflows, and a no-code platform that integrates systems and eliminates rework.
CSC Suite
Education
Student Guidance and Support
Financial Aid and Scholarship Processing
Leisure
Housekeeping and Turndown Service Management
Inventory Control and Replenishment
Reservations
Finance
Crédito
Credit Decisioning
Accelerate financial decisions and eliminate bottlenecks with no-code workflows and AI Agents that automate screenings, validations, and contracts with end-to-end governance and traceability.
Lead Generation
Lead Qualification
AI Agents automate lead triage, qualification, and lead scoring within a unified workflow—helping teams prioritize high-intent leads and shorten time-to-lead across the funnel.
Contas a Pagar e a Receber
Accounts Payable
Automate your accounts payable cycle with AI Agents, workflows, and a no-code platform that integrates systems and eliminates rework.
Risk Assessment
Risk & Compliance
Crédito
Credit Decisioning
Accelerate financial decisions and eliminate bottlenecks with no-code workflows and AI Agents that automate screenings, validations, and contracts with end-to-end governance and traceability.
Marketing & Sales
Relações Públicas
Event Management
AI Agents sugerem ações inteligentes enquanto workflows no-code organizam planejamento, comunicação e logística de ponta a ponta.
Content Marketing
Content Creation & Curation
With AI Agents, briefing analysis, content generation, and review coordination happen in minutes.
Lead Generation
Lead Qualification
AI Agents automate lead triage, qualification, and lead scoring within a unified workflow—helping teams prioritize high-intent leads and shorten time-to-lead across the funnel.
Inside Sales
Sales pipeline
Build and customize your CRM with your existing tools, unify customer engagement channels, and use AI Agents to automate proposals and accelerate deal closures.
Resource and Tool Management
Human Resources
Recrutamento e Seleção
Employee Onboarding
Standardize and automate your onboarding process with AI Agents and no-code workflows that ensure speed, traceability, and a seamless experience for new employees.
Recruitment
Structure no-code recruitment and selection workflows with intelligent automation and AI Agents that eliminate manual screening and accelerate hiring.
Entrega de Serviços de RH
Employee Self-Service Portal
Automate questions, triage, and responses with AI Agents, intelligent workflows, and a no-code approach.
Coordenação de viagens
Corporate Travel Request
AI Agents analyze policies, validate itineraries, and automate decisions within no-code workflows for HR.
Treinamento e Desenvolvimento
Employee Development Plans
Use AI Agents, no-code workflows, and smart forms to structure employee development in HR for financial services, technology, retail companies, and more.
Feedback Training
Performance Review
IT
Terceirização de Suporte Técnico
Ticket Management
AI Agents analyze, categorize, and accelerate tickets within no-code workflows.
Certification Management
Testing & QA
Software Release Management
Procurement
Compras
Procurement
Centralize requests, policies, and approvals with AI Agents, workflows, and a no-code platform that connects your entire procurement operation.
Fuel Acquisition and Management
Logistics & Supply Chain
Returns Processing
Structure your process with AI Agents, automated workflows, and a no-code platform for fast, accurate decision-making.
Receiving and Storage
Packaging Execution Process
Customer Service & Support
Customer Onboarding
Centralize communications, automate workflows, and elevate the customer experience with no-code flows and intelligent AI agents.
Customer Order Management
Smart intake, automated payment validation, and no-code workflows to accelerate customer operations.
Terceirização de Suporte Técnico
Ticket Management
AI Agents analyze, categorize, and accelerate tickets within no-code workflows.
Suporte ao cliente
Issue Resolution
AI Agents classify urgency, apply business rules, and automate responses—accelerating your entire Customer Success & Support operation.
Satisfaction Survey
NPS and Feedback Collection
Client Advocacy Program
Business Operations
Inventory Level Monitoring
Capacity Planning Resource Allocation
Project Knowledge and Best Practice Management
Legal
Contract Review
Our AI Agents turn contract drafting and approval into a 100% digital, no-code process with no rework.
Conflict of Interest
Automate intake, risk assessment, and compliance with AI Agents, forms, and no-code workflows.
Gestão de Contratos
Contract Renewal
Centralize your renewals and let AI Agents handle the heavy lifting—summarizing contracts, sending alerts, and moving the process forward for you within a no-code workflow.
Quality Assurance
Testing & QA
Software Release Management
Facilities & Real Estate
Coordenação de viagens
Corporate Travel Request
AI Agents analyze policies, validate itineraries, and automate decisions within no-code workflows for HR.
Income Approach Appraisal
Cost Approach Appraisal
Comparative Market Analysis (CMA)
Utilities Management and Optimization
Tenant Relationship and Communication
Artificial intelligence becoming a reality in your everyday tasks
Only Pipefy combines ease of installation with hundreds of integrations, governance certifications, and incredible usability for your company’s employees. All this without overloading your technical team.
