How to Use Pipefy AI to Automate Image and Document Workflows

If your processes rely on uploaded files, Pipefy AI can help you move faster—with better accuracy and less effort.

Here’s how to use it in practice:

📥 1. File reading & data extraction
Pipefy AI reads PDFs, images, and Word documents and:

• Extracts relevant data (e.g., names, dates, ID numbers)
   
• Automatically fills out the correct fields in the form
   
• Detects missing or mismatched information

🔍 2. Cross-validation between files and form data
Set prompts to compare what’s in the document to what the user submitted. The AI flags inconsistencies and stores the reasoning.

🚫 3. Rejection or approval automation
Once validated, you can trigger instant approvals—or generate rejection messages with full explanations, all handled by AI.

🧠 4. Image interpretation
Upload a photo of damage or ID, and Pipefy AI will analyze it, categorize the content, and initiate the next step in the flow.

✅ Benefits to expect:

• Up to 80% faster file processing
   
• Fewer manual errors
   
• Clear justifications and compliance-friendly logs
   
• Less time on admin, more time on strategy

Watch the recording here

🎯 Start applying it today: Pipefy Academy & Help Center