Pipefy

• Pipefy AI Agents for automating manual tasks, interpreting information, and executing actions within business processes.
• AI Copilot for creating workflows, generating process configurations, and obtaining process and data insights through natural language.
• AI Assistant for answering questions, centralizing information, executing tasks, and helping requesters track demands conversationally.
• No-code workflow builder for creating and customizing business processes without requiring advanced programming skills.
• Intelligent Document Processing for reading, interpreting, extracting, and organizing information from documents and images.
• 300+ native connectors and API capabilities for connecting workflows with business applications, databases, and external systems.
• Forms, portals, interfaces, and request tracking for collecting information and managing internal and external process requests.
• Workflow automation with triggers, conditional logic, notifications, SLA controls, scheduled activities, and automated actions.
• Process analytics and dashboards for monitoring workflow activity, performance, lead times, and operational data.
• Enterprise governance with role-based access control, SSO, MFA, audit logs, security controls, and configurable permissions.

Pipefy is an AI-powered process orchestration and business automation platform designed to help organizations build, automate, integrate, and measure operational workflows. The platform combines AI agents with no-code workflow development, forms, portals, applications, emails, data, analytics, and integrations. Pipefy states that its platform is used by more than 3,700 brands across more than 150 countries and is designed to give business teams greater autonomy over process creation and automation.

The platform’s current AI capabilities are centered around Pipefy AI Agents. These agents can automate tasks within configured business processes, including reading documents, extracting information, organizing data, and executing actions. Agents can be configured around process events, natural-language instructions, business rules, and data-access limits. This allows AI actions to operate within the structure of an existing workflow rather than functioning as a standalone chatbot.

Pipefy AI also includes AI Copilot functionality for creating workflows and obtaining process insights through natural-language interaction. Users can describe the process they want to build and use AI to generate a workflow configuration. The platform also provides AI-powered analysis capabilities for examining process data and identifying information that can help teams understand workflow performance.

AI Assistant provides a conversational interface for process-related requests. It can answer frequently asked questions, centralize relevant information, execute configured tasks, and help requesters track the status of their demands. This capability can be incorporated into service-oriented processes where employees or other requesters need a simpler way to interact with operational workflows.

Intelligent Document Processing expands the platform’s automation capabilities to unstructured information. Pipefy AI can read and interpret documents and images and extract relevant information for use within workflows. This can support processes involving invoices, claims, verification activities, registrations, document summaries, and other tasks where information would otherwise need to be manually reviewed and entered.

The workflow builder provides a no-code environment for creating and modifying business processes. Users can start with a blank workflow, customize an existing template, or use Pipefy AI to generate a process. Conditional logic, automated actions, notifications, SLA controls, forms, and other process components can be configured according to operational requirements.

Pipefy supports a broad integration ecosystem for connecting workflows with existing business technology. The platform currently advertises more than 300 native connectors and API integration capabilities. Integrations can connect Pipefy processes with external applications and data sources, allowing information to move between systems instead of remaining isolated within individual departments.

Forms and portals provide structured ways to collect requests and information. Organizations can use these interfaces to receive service requests, procurement requests, employee-related requests, and other operational submissions. Request tracking allows users to follow the progress of submitted demands without necessarily requiring full access to the underlying workflow.

Process analytics and dashboards provide visibility into operational activity. Teams can monitor process data, lead times, workflow activity, and other performance information. Pipefy also supports combining and exporting data from multiple processes, giving organizations additional options for reviewing operational information outside individual workflows.

Enterprise governance is integrated into the platform. Available controls include role-based access, permissions, audit logs, single sign-on, multifactor authentication, private processes, and data recovery features depending on the selected plan. These controls are intended to help organizations maintain oversight as business teams create and manage more workflows.

Pipefy’s pricing structure includes a free Starter plan with up to five processes and ten users. Paid Business, Enterprise, and Unlimited plans provide progressively broader process, automation, integration, security, and support capabilities. Each plan includes a set amount of one-time AI credits, while additional AI credits can be purchased when required.

The platform has continued expanding its AI capabilities. Pipefy introduced its initial generative AI features in 2024, including AI Automation, AI Agents, and AI Copilot. In November 2025, it launched AI Agents 2.0 and Intelligent Document Processing. In 2026, Pipefy expanded its AI architecture further, including capabilities that allow external AI assistants such as Claude, Codex, Gemini, and Copilot to initiate and execute governed business processes through Pipefy.

Frequently Asked Questions

What is Pipefy?

Pipefy is an AI-powered process orchestration platform for building, automating, integrating, and measuring business workflows.

Is Pipefy free?

Yes, Pipefy offers a free Starter plan with up to five processes and ten users, alongside paid Business, Enterprise, and Unlimited plans.

What are Pipefy AI Agents?

Pipefy AI Agents automate tasks within business processes by responding to configured triggers and instructions and performing actions using available process data and tools.

What is Pipefy AI Copilot?

Pipefy AI Copilot uses natural language to help users create workflows and generate insights from process and operational data.

Can Pipefy process documents?

Yes, Pipefy provides Intelligent Document Processing capabilities that can read documents and images, extract information, and use the results within automated workflows.

Does Pipefy integrate with other applications?

Yes, Pipefy supports more than 300 native connectors as well as APIs and other integration methods for connecting workflows with external systems.

Does Pipefy require coding?

No, Pipefy provides a no-code workflow environment that allows business users to create and customize processes without advanced programming skills.

What security features does Pipefy provide?

Pipefy provides security and governance capabilities including role-based access control, SSO, multifactor authentication, audit logs, permissions, encryption, and data recovery features depending on the plan.

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