Tactical Guide: How to Spot and Automate High-Value Steps with Pipefy AI 🔍💡
Ready to make AI a functional part of your team? Here's how to turn what you learned in our webinar into results—fast.
💼 Use AI where it matters most:
- Screening forms for compliance and accuracy
- Reading receipts, PDFs, and extracting key fields
- Making decisions based on embedded logic and policies
- Generating rejection emails or approval summaries in real-time
📥 Optimize with these AI features:
- AI Automation – Triggered at key stages like form submission or phase transition. Add prompts to guide actions.
- Document Intelligence – Let AI read attachments and extract structured data into fields.
- AI Decisioning – Compare user input to policies and decide what’s approved or rejected.
- AI Reasoning Logs – Store AI’s decision logic in a field for transparency and auditing.
🚀 Benefits you can unlock:
- Dramatically cut processing time ⏱️
- Eliminate error-prone steps ✖️
- Align every decision with company policies ✅
- Free your team to focus on strategy, not forms 🔄
Watch the recording here
Want more personalized suggestions? Pipefy’s AI already has the answers — just ask.