Pipefy

What is Pipefy?

Pipefy is a cloud-based business process management solution designed to help companies of all sizes build, automate, and optimize workflows without code. Its mission is to empower teams to manage, standardize, and scale processes like procurement, HR, customer service, and request management efficiently. With a user-friendly interface and deep integration capabilities, Pipefy enables users to set up workflows, leverage pre-built templates, and use AI for analytics and process creation. The platform facilitates rapid implementation, minimizing onboarding time and delivering faster ROI. Offering multiple pricing tiers, including a free Starter plan with essential features, Pipefy serves both small teams and large enterprises by supporting transparency, compliance, and flexibility in operations. AI augmentation helps users analyze data and automate repetitive tasks, freeing teams to focus on innovation and high-value activities.

How to use Pipefy?

To use Pipefy, sign up for an account and select the most suitable plan for your needs. Begin by choosing or customizing process templates, setting up workflows, and assigning tasks to team members. Integrate Pipefy with your existing software stack through built-in connectors or APIs, then use automation features—such as triggers and conditional logic—alongside AI to build, monitor, and optimize processes. Track progress, leverage analytics, and refine workflows as your requirements evolve, taking advantage of mobile apps and customizable portals for team or client requests.

Pipefy's Core Features

• No-code workflow automation for teams and individuals.

• AI-powered process building and data analysis.

• Pre-built and customizable process templates.

• Seamless integration with 300+ other platforms and APIs.

• Role-based permissions and private workflows for security.

• SLA alerts, notifications, and conditional logic.

• Customizable service portals and shareable forms.

• Advanced reporting and actionable dashboards.

• Mobile app support for on-the-go management.

• Automation jobs and credits for recurring tasks.

• Flexible pricing tiers including a free starter plan.

• White-labeling and custom branding options for enterprises.

• Guest user management for external collaboration.

• Data encryption and compliance-focused safeguards.

Pipefy's Use Cases

• #1

  Automate employee onboarding and offboarding.

• #2

  Streamline procurement request and approval workflows.

• #3

  Centralize and manage IT support or service requests.

• #4

  Enhance HR processes like vacation or expense approvals.

• #5

  Collaborate on cross-departmental projects with transparent task tracking.

• #6

  Standardize customer service intake and response.

• #7

  Implement SLA monitoring and alerts for business processes.

• #8

  Facilitate compliance documentation and change management.

• #9

  Use AI agents to automate repetitive tasks like data entry.