Real-Life Example + Prompt Template + FAQ
Intelligent automation powered by AI is already a reality inside Pipefy — and our recent AI Assistant webinar showed exactly how you can bring it to life, from concept to execution.
If you’re looking to turn your assistant into a true partner for employees, internal teams, or external customers, you’re in the right place!
📌 Real-Life Applications: AI in Critical Workflows
During the session, we showcased two real-world examples of how AI is already creating value:
1. Healthcare Reimbursements 🏥
The AI reads medical receipts, cross-checks them against internal policies, and automatically returns an approval (or denial) directly in Pipefy — filling out all relevant fields.
2. Auto Insurance Claims 🚗
Documents like driver’s licenses, vehicle photos, and service orders are reviewed to ensure consistency between the request and the work delivered — with fully automated field population.
These workflows become faster, more secure, and highly scalable — no code required, just smart value.
🧠 Suggested Prompt to Create Your AI Assistant
Use this template as a starting point to design your own virtual assistant inside Pipefy:
Welcome Message:
“Hi! I’m [name], your virtual assistant for [topic]. I’m here to help you with questions, guidance, and requests in our portal. Just let me know what you need!”
Prompt Guidelines:
Adopt a friendly, supportive, and approachable tone.
Use simple, clear, and accessible language.
Act as a proactive and curious assistant — before responding, always seek to understand the user’s actual need.
Instead of giving generic answers, offer smart options:
– “Would you like to review the policy or submit a request?”
– “Do you want to know the deadlines or learn how to make the request?”
– “Are you referring to the process for full-time employees or contractors?”
Guide the conversation based on the user’s answers. Validate key information before triggering any automation.
If the assistant doesn't know something, explain it clearly and suggest opening a request with the appropriate team.
✍️ Pro Tip: What Makes a Great Prompt?
An effective prompt should include:
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Step-by-step instructions
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Well-defined dynamic fields
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Specific validation criteria
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Expected response format
💡 Example from the webinar:
Ask the AI to generate a technical summary of at least 100 words for an analyzed claim.
The result? Detailed, traceable, and actionable information.
🤖 FAQ – Everything You Need to Know About Pipefy’s AI Assistant
1. Are there examples of using the AI Assistant for recruitment and selection?
Yes! We shared a real use case in the webinar. The AI can help screen resumes, schedule interviews, and much more.
2. Can it be used in the energy sector, like for customer migrations?
Absolutely. The AI can fully automate these processes, ensuring speed and compliance.
3. Can the AI Assistant help configure processes in Pipefy?
Not fully yet — but it’s evolving. For now, it already helps with field suggestions, rules, and automation setups via prompts.
4. Can I integrate the AI Assistant with NetSuite?
Yes, through our API. If your Pipefy account is already integrated with NetSuite, the AI can read or update data as configured.
5. Does it work with Google Chat?
Yes, using automation tools like Zapier or Make to build integration flows.
6. Can any user create assistants?
Only administrators and super administrators have permission to create assistants.
7. Is the AI Assistant available on all Pipefy plans?
No. It’s a feature exclusive to paid plans.
8. I can’t find the AI Assistant in my account. What could be the issue?
Please check:
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Are you an admin in your organization?
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Are you using a free plan? (The assistant is only available for paid plans)
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Is your account a Single Tenant setup? (This may affect access)
9. Does the AI validate the identity of the user asking the question?
Not automatically. We recommend setting up validation rules directly within your workflows for added security.
10. Can I ask the assistant to confirm certain info before responding?
Yes! You can include validation steps in the prompt itself.
Example: “Before responding, ask for the order number.”
11. Is the AI Assistant secure?
Yes. It’s fully compliant with LGPD and GDPR and respects Pipefy’s access control permissions.
12. Is there supporting content to help me learn more?
Definitely! Check out our resources:
13. Can I use the prompt shared during the event?
Yes — and for best results, we recommend adapting it to your specific context.
14. Can I auto-fill fields using spreadsheets?
Not directly via AI, but it’s possible through API integrations or custom scripts.
15. How is the AI Assistant billed?
Usage is based on monthly credits, which are consumed with each interaction.
16. Does conversational mode also use credits?
Yes. Each interaction, including chat-based ones, consumes credits.
17. What is the Pipefy Community?
It’s our collaborative hub where customers, partners, and Pipefy teams share knowledge, learn, and grow together → community.pipefy.com
💼 Ready to Experience Pipefy’s AI in Action?
Explore all the possibilities and see how artificial intelligence can drive real efficiency in your operation.
👉 Click here to try the AI Assistant
Missed the live event?
Watch it now on Pipefy Academy and get your certificate.
👉 Click here to start
