https://pipefy.com

Pipefy: AI-Powered Business Process Automation SoftwarePipefy is an AI-powered no-code business process automation software that helps HR, Procurement, CS & teams manage and automate workflows.Pipefy: AI-Powered Business Process Automation Software Pipefy AI Products HR Service Delivery Craft exceptional employee experiences Procure-to-Pay Streamline the procurement lifecycle Custom Workflows Bridge processes, teams and tools Platform What is Pipefy AI business process automation Enterprise Workflow Platform For enterprises across all segments Integrations Integrate your tech stack Pipefy for SMBs Automation that scales with your business Platform Overview Fast-track digital transformation No-code Build powerful workflows without any code Automation Extend your workflow efficiency Resources Success Stories Why companies around the world trust Pipefy Events and Webinars Live events, Q&A sessions, and webinars Blog Expert-written content and best practices Guides and E-books Industry trends, guidelines, and helpful how-to's Pipefy Academy Pipefy Community Developer Hub Help Center Pricing Log in Start for free AI-PoweredBusiness Process AutomationSeamlessly build, optimize, and manage any process with  intuitive AI and no-codeBuild your first workflow in 5 minBook a demoAutomateExtract invoice data and compare with payment recordsAutomateExtract and classify customer feedback from e-mailsAutomateCategorize billing queries from support tickets and assign to teamsOptimizeWhat are the most frequent expense categories?OptimizeAnalyze supplier performance to identify the best vendorsDeployCreate a process for client onboarding: contract signing, project kickoff, resource allocationAutomateRead receipt, sum values, and exclude alcoholic itemsAutomateCategorize legal documents from emails and assign them to respective casesAutomateAnalyze access requests and analyze required permission levelsDeployDeploy a workflow for tracking network maintenance: scheduling, assignment, completion verificationOptimizeAnalyze maintenance request data to identify bottlenecksDeployCreate a process for new service installations: order processing, technician dispatch, service activationOptimizeAnalyze the most common customer issues and suggest proactive measuresAutomateAnswer questions about IT security policy and best practices for data protectionOptimizeWhat are the most common reasons for customer returns?AutomateAnswer questions about PTO policyDeployCreate a workflow for managing contract approvals: submission, review, final approvalAutomateRead ID and bank statements, extract loan application data and verify eligibilityOptimizeIdentify trends in employee leave requests and suggest improvementsOptimizeWhat are the most common tax deduction errors?AutomateExtract information from claims reports and classify issuesDeployDeploy a workflow for tracking accounts receivable, following best practicesOptimizeWhat are the main reasons for claim rejections?AutomateExtract data from monthly energy usage reports and fill out fieldsOptimizeWhat are the main reasons for delayed payments?OptimizeWhat are the most common compliance issues?OptimizeIdentify trends in customer returns and suggest process improvementsDeployCreate a process for handling legal disputes: documentation, assigning counsel, tracking progressAutomateCategorize maintenance requests from emails and schedule repairsDeployCreate a process for patient onboarding: document collection, consultations, medical history recordingDeployCreate a process for managing loan applications, following best practicesAutomateExtract invoice data and compare with payment recordsAutomateExtract and classify customer feedback from e-mailsAutomateCategorize billing queries from support tickets and assign to teamsOptimizeWhat are the most frequent expense categories?OptimizeAnalyze supplier performance to identify the best vendorsDeployCreate a process for client onboarding: contract signing, project kickoff, resource allocationAutomateRead receipt, sum values, and exclude alcoholic itemsAutomateCategorize legal documents from emails and assign them to respective casesAutomateAnalyze access requests and analyze required permission levelsDeployDeploy a workflow for tracking network maintenance: scheduling, assignment, completion verificationOptimizeAnalyze maintenance request data to identify bottlenecksDeployCreate a process for new service installations: order processing, technician dispatch, service activationOptimizeAnalyze the most common customer issues and suggest proactive measuresAutomateAnswer questions about IT security policy and best practices for data protectionOptimizeWhat are the most common reasons for customer returns?AutomateAnswer questions about PTO policyDeployCreate a workflow for managing contract approvals: submission, review, final approvalAutomateRead ID and bank statements, extract loan application data and verify eligibilityOptimizeIdentify trends in employee leave requests and suggest improvementsOptimizeWhat are the most common tax deduction errors?AutomateExtract information from claims reports and classify issuesDeployDeploy a workflow for tracking accounts receivable, following best practicesOptimizeWhat are the main reasons for claim rejections?AutomateExtract data from monthly energy usage reports and fill out fieldsOptimizeWhat are the main reasons for delayed payments?OptimizeWhat are the most common compliance issues?OptimizeIdentify trends in customer returns and suggest process improvementsDeployCreate a process for handling legal disputes: documentation, assigning counsel, tracking progressAutomateCategorize maintenance requests from emails and schedule repairsDeployCreate a process for patient onboarding: document collection, consultations, medical history recordingDeployCreate a process for managing loan applications, following best practicesAutomateRead invoices & POs files and perform 2-way matchingDeployCreate a process for patient onboarding: documentation, consultation, medical history collectionDeployDeploy a process for handling returns: authorization, processing, restockingOptimizeWhat is the average response time for maintenance requests?OptimizeWhat is the average time to onboard a new employee?DeployDeploy a workflow for tracking investment portfolios: performance monitoring, rebalancing, reportingOptimizeIdentify the bottlenecks in support ticket handling processesAutomateCategorize employee feedback from surveys and assign to relevant departmentsDeployCreate a process for handling leave requests: submission, approval, and balance updatesOptimizeIdentify bottlenecks in the support ticket processAutomateCategorize customer feedback and calculate satisfaction scoresAutomateAnswer questions about the code of conduct and provide examples of acceptable behaviorOptimizeWhat is the average approval time for loan applications?DeployDeploy a process for tracking expenses: submission, approval, reimbursementAutomateExtract issue descriptions from support tickets and suggest solutionsAutomateAnswer inquiries about facility access proceduresOptimizeWhat are the main reasons for product launch delays?OptimizeIdentify trends in patient feedback and suggest service enhancementsDeployCreate a process for underwriting policies: risk assessment, approval, documentationAutomateExtract key skills from resume files and match with job requirementsDeployDeploy a process for medical billing: claim submission, insurance verification, payment processingAutomateCategorize billing discrepancies and calculate adjustmentsAutomateExtract key terms from NDAs and classify clausesDeployCreate a process for onboarding employees: setting up accounts, issuing equipment, trainingDeployDeploy a workflow for tracking billable hours: time entry, approval, invoicingOptimizeAnalyze loan application data to identify trends and suggest improvementsOptimizeWhat are the most common billing discrepancies?DeployDeploy a workflow for handling insurance claims: submission, assessment, resolutionOptimizeWhat is the compliance rate of suppliers with contracts?OptimizeExamine legal dispute resolutions and suggest efficiency improvementsOptimizeExamine expense reports and suggest cost-saving opportunitiesAutomateRead invoices & POs files and perform 2-way matchingDeployCreate a process for patient onboarding: documentation, consultation, medical history collectionDeployDeploy a process for handling returns: authorization, processing, restockingOptimizeWhat is the average response time for maintenance requests?OptimizeWhat is the average time to onboard a new employee?DeployDeploy a workflow for tracking investment portfolios: performance monitoring, rebalancing, reportingOptimizeIdentify the bottlenecks in support ticket handling processesAutomateCategorize employee feedback from surveys and assign to relevant departmentsDeployCreate a process for handling leave requests: submission, approval, and balance updatesOptimizeIdentify bottlenecks in the support ticket processAutomateCategorize customer feedback and calculate satisfaction scoresAutomateAnswer questions about the code of conduct and provide examples of acceptable behaviorOptimizeWhat is the average approval time for loan applications?DeployDeploy a process for tracking expenses: submission, approval, reimbursementAutomateExtract issue descriptions from support tickets and suggest solutionsAutomateAnswer inquiries about facility access proceduresOptimizeWhat are the main reasons for product launch delays?OptimizeIdentify trends in patient feedback and suggest service enhancementsDeployCreate a process for underwriting policies: risk assessment, approval, documentationAutomateExtract key skills from resume files and match with job requirementsDeployDeploy a process for medical billing: claim submission, insurance verification, payment processingAutomateCategorize billing discrepancies and calculate adjustmentsAutomateExtract key terms from NDAs and classify clausesDeployCreate a process for onboarding employees: setting up accounts, issuing equipment, trainingDeployDeploy a workflow for tracking billable hours: time entry, approval, invoicingOptimizeAnalyze loan application data to identify trends and suggest improvementsOptimizeWhat are the most common billing discrepancies?DeployDeploy a workflow for handling insurance claims: submission, assessment, resolutionOptimizeWhat is the compliance rate of suppliers with contracts?OptimizeExamine legal dispute resolutions and suggest efficiency improvementsOptimizeExamine expense reports and suggest cost-saving opportunitiesDeployCreate a process for coordinating shipments: scheduling, tracking, delivery confirmationDeployCreate a workflow for managing maintenance requests: submission, assignment, trackingOptimizeWhat are the most common IT issues reported?AutomateAnalyze support tickets and assign agents based on region and severityDeployDeploy a process for software asset management: tracking licenses, renewal notifications, compliance checksAutomateAnswer inquiries about travel reimbursement policy and the process for submitting requestsDeployCreate a process for product testing: planning, execution, results analysisOptimizeAnalyze compliance rates and suggest risk mitigation measuresOptimizeIdentify trends in accounts receivable and suggest collection improvementsAutomateCategorize financial transactions and identify potential fraudsDeployCreate a process for tax compliance audits: scheduling, preparation, reportingAutomateAnalyze loan application documents and classify by approval statusAutomateAnalyze equipment photos and identify maintenance needsOptimizeEvaluate billable hours data and suggest optimizationsOptimizeWhat are my top SLA offenders?AutomateReview contract files and highlight critical clauses & potential compliance risksOptimizeIdentify trends in new service installations and suggest optimizationsDeployDeploy a process for tracking customer feedback: collecting, analyzing, generating reportsDeployCreate a process for managing promotional campaigns: planning, execution, performance analysisDeployCreate a process for managing accounts payable: invoice verification, approval, scheduling transfersDeployDeploy a workflow for tracking tax deductions: documentation, approval, filingOptimizeWhat is the average processing time for insurance claims?AutomateVVerify regulatory documents and PDFs and identify necessary actionsDeployCreate a process for content creation: planning, production, approvalOptimizeWhat are the main factors affecting client satisfaction?OptimizeWhat is the average processing time for invoices?OptimizeAnalyze billing data to identify discrepancies and suggest measuresOptimizeWhat are the average sales per product category?OptimizeEvaluate claims processing times and identify bottlenecksAutomateAnalyze bank reconciliation statements and identify discrepanciesOptimizeIdentify trends in product defects and suggest quality improvementsDeployCreate a process for coordinating shipments: scheduling, tracking, delivery confirmationDeployCreate a workflow for managing maintenance requests: submission, assignment, trackingOptimizeWhat are the most common IT issues reported?AutomateAnalyze support tickets and assign agents based on region and severityDeployDeploy a process for software asset management: tracking licenses, renewal notifications, compliance checksAutomateAnswer inquiries about travel reimbursement policy and the process for submitting requestsDeployCreate a process for product testing: planning, execution, results analysisOptimizeAnalyze compliance rates and suggest risk mitigation measuresOptimizeIdentify trends in accounts receivable and suggest collection improvementsAutomateCategorize financial transactions and identify potential fraudsDeployCreate a process for tax compliance audits: scheduling, preparation, reportingAutomateAnalyze loan application documents and classify by approval statusAutomateAnalyze equipment photos and identify maintenance needsOptimizeEvaluate billable hours data and suggest optimizationsOptimizeWhat are my top SLA offenders?AutomateReview contract files and highlight critical clauses & potential compliance risksOptimizeIdentify trends in new service installations and suggest optimizationsDeployDeploy a process for tracking customer feedback: collecting, analyzing, generating reportsDeployCreate a process for managing promotional campaigns: planning, execution, performance analysisDeployCreate a process for managing accounts payable: invoice verification, approval, scheduling transfersDeployDeploy a workflow for tracking tax deductions: documentation, approval, filingOptimizeWhat is the average processing time for insurance claims?AutomateVVerify regulatory documents and PDFs and identify necessary actionsDeployCreate a process for content creation: planning, production, approvalOptimizeWhat are the main factors affecting client satisfaction?OptimizeWhat is the average processing time for invoices?OptimizeAnalyze billing data to identify discrepancies and suggest measuresOptimizeWhat are the average sales per product category?OptimizeEvaluate claims processing times and identify bottlenecksAutomateAnalyze bank reconciliation statements and identify discrepanciesOptimizeIdentify trends in product defects and suggest quality improvements The award-winning platform trusted by more than 4,000 companies Everything IT teams need.
Everything business teams want.Just a prompt away. Build any workflow in minutes with AIBuild, automate, and manage every workflow with a single tool built for business teams.Coding → Low/No-code → TypingIt doesn’t get any easier than this. AI creates workflows using natural language, prompts, and an intuitive user interface. Expedited customizationBusiness teams and non-technical users can quickly edit and customize workflows with an IT-approved solution that’s secure and easy-to-use. 2X faster implementationPipefy implements in days and weeks, not months. That means teams can start building workflows – and seeing results – faster. Automate and deliver more, faster than everAvoid errors, cut lead times, and reduce manual work by 40% with process automation and AI.Automate awayAI automates repetitive manual tasks including data extraction, image recognition, emails, status updates, invoice matching, approvals, and more.Deliver exceptional serviceFrom intake to approval, AI improves user experiences by answering common questions, centralizing documents and information, and helping users submit and track their requests.Conserve resourcesAutomation enables business teams to make better use of their time. And when business teams build more of their own workflows – up to 85% of them – IT has more time for strategy, security, and innovation. Evolve at the speed your business demandsStay agile with tools that make it easy to measure performance – and even easier to pivot.Continuous optimizationUse AI to monitor workflows, analyze performance, and track KPIs. Real-time data and deeper insights enable better (and faster) decision-making.Data-driven decisionsInstantly identify root causes, spot trends, and discover new ways to improve any workflow or process.Rapid prototypingStay agile and keep pace with evolving business needs. With AI, go from concept to deployment in a fraction of the time vs. hand coding. Pipefy is recognized as the industry leader Used and loved by citizen developers and admins.2X faster to deploy, for 1/2 the cost vs.  incumbent solutions.Go from concept to production in 1 week. We promise. Discover the next frontier of process automation – deploy faster, automate even more, and deliver exceptional experiences. Easily build any workflow with Pipefy AIFinance OperationsCentralize all procure-to-pay workflows – purchasing, payment, approvals, and more – and connect all stakeholders in a single, unified process ecosystem. HR OperationsAutomate and orchestrate HR processes. Centralize employee requests, performance management, leave and attendance tracking and more.Custom WorkflowsSimply define the starting point, phases, and necessary integrations to create the most efficient version of any process you can imagine. See how companiessucceed with PipefyExplore all success storiesHow ZEISS used automation to boost productivity and process visibilityHow ZEISS increased productivity and process visibility through automationHow Globalfy Delivered 172,000 Services Without Increasing IT DependenceGlobalfy simplifies the entrepreneurial journey for international business ownersHow Capgemini automated order-to-cash processes for a multinational beverage corporation with PipefyHow Pipefy is making a difference for CapgeminiHow ONE Ocean Network Express standardized accounts payable across 4 continents with PipefyHow Pipefy is making a difference for ONE Build a unified ecosystemSeamlessly integrate with your tech stackOut-of-the-box connectors, open API and HTTP requests make it easy to build a cohesive ecosystemExplore all integrations300+ ready-to-use connectorsPipefy integrates with ERPs, databases, and vertical solutions stored in private cloud or on-premise systems.No-code frameworkIT teams can quickly establish and manage integrations without intricate coding or development work, reducing technical requirements.Real-time data visibilityAccess comprehensive, up-to-date data when you need it. Pipefy integrations dissolve silos and unify data sources. Welcome to the next no-code frontierGet startedBook a demo Book a Demo Embrace AI-driven efficiency Company About us Careers Partners Newsroom Success stories Ethics and Compliance Products HR Service Delivery Procure-to-Pay Custom Workflows Platform What is Pipefy Enterprise Pipefy for SMBs Pricing What's new Pipefy AI Security Business Solutions Process Management Service Management ITSM Help & Support Help Center Pipefy Academy Pipefy Community Get Started Developer Hub Resources Blog Templates Guides and E-books Events and Webinars BPM Guide BPA Guide Process Improvement 101 Português English 2024 - Pipefy Inc. All rights reserved. Privacy Policy Terms & Conditions Privacy Policy Terms & Conditions 2024 - Pipefy Inc. All rights reserved. Português Español Englishenusen-US1729086481https://pipefy.com

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