AI for Image and Document Analysis

Automating What Slows You Down: AI and File-Heavy Workflows

Does your team handle reimbursements, claims, or approvals based on PDFs and photos? If so, this session is for you.

In the masterclass AI for Image and Document Analysis, we explored how Pipefy AI can fully automate the reading, validation, and decision-making process behind image- and document-based workflows.

📂 The pain point:
Time wasted manually scanning files, verifying information, comparing fields, and writing follow-ups.

⚙️ What we covered:

• How to set up AI prompts to extract data from attachments
   
• How to configure automations that reject or approve requests based on rules
   
• How to generate audit-ready justifications for each AI-driven action
   
• How to read and process images like driver’s licenses and damage photos

📊 Why it works:
Pipefy’s AI is designed for real processes, with secure, no-retention logic, ISO compliance, and no need for code or external AI providers.

🚀 Teams that adopted these features shared:

• A drop in processing time from hours to minutes
   
• Fewer errors and clearer traceability
   
• Better service quality with less manual effort

🎓 Learn more on Pipefy Academy & Help Center