How to Simplify Artificial Intelligence in Companies: Practical Guide from the Pipefy Masterclass 🤖
Artificial intelligence (AI) is increasingly present in corporate environments, transforming processes, optimizing tasks, and boosting results. But how can companies simplify AI adoption and integrate it effectively?
That was the focus of the Pipefy Masterclass: Simplifying AI, an event that demystified concepts and presented clear paths for adopting AI in everyday business operations.
The challenge: integrating AI in a simple and effective way 🔍
Many companies know they need to invest in process automation and AI, but they struggle to figure out where to start. The main recommendation from the experts was clear: before AI, digitize your processes. Only then should you apply intelligent automations.
It makes no sense to create AI agents or automated workflows if information is still trapped in spreadsheets, emails, or manual processes. Mapping and digitizing processes is the essential foundation for any digital transformation project involving AI. Without this groundwork, automation loses efficiency and the benefits of AI are not fully realized.
During the masterclass, the difference between traditional AI usage and integrated AI agents was explained. Traditionally, with tools like ChatGPT, you start a conversation, interpret the response, and then execute an action. But with AI agents integrated into Pipefy workflows, the entire flow is automated: data input, interpretation, and subsequent action occur without human intervention.
How AI can transform business processes ⚙️
The masterclass featured several examples of how AI can support process automation. For instance, data reading and extraction allow documents such as invoices and contracts to be automatically analyzed, extracting key information to feed internal systems—reducing human error and increasing efficiency.
Additionally, AI "skills" can compare extracted data with internal policies and procedures, ensuring security and standardization in decision-making. In areas like customer support or finance, AI can automatically categorize tickets, direct them to the appropriate team, and even generate automated responses, ensuring agility and consistency in communication.
Key applications of AI in business processes:
✅ Automated reading and data extraction.
✅ Comparison of data with internal policies.
✅ Automatic classification, routing, and response generation.
These are practical examples of how AI can support various stages, from operational tasks to more strategic decisions.
Training: the first step for successful AI adoption 🎓
Successful AI adoption requires training and capacity building. Employees need to understand and trust the tools, identifying opportunities for improvement in their workflows. The organizational culture must foster continuous learning and the pursuit of innovative solutions.
Platforms like Pipefy offer the flexibility needed to implement AI-driven automations, but it is people’s attitude that truly drives digital transformation. Encouraging individual initiatives for process improvement is essential not only for the company's efficiency but also for employees' career development.
The importance of crafting effective AI prompts ✍️
One of the highlights of the masterclass was the emphasis on the quality of prompts. If you know how to ask, AI knows how to deliver. A well-crafted prompt is essential for obtaining useful and precise responses. The more specific the prompt, the better the AI's output.
How to create an effective prompt:
✅ Clearly define your goal.
✅ Explain how you want the response presented.
✅ Anticipate risks or limitations.
✅ Provide maximum context and information.
Before deploying any automation in production, it is highly recommended to run tests. This prevents failures and ensures the integration between AI and processes occurs safely and efficiently.
Advantages of testing AI agents:
✅ Reduces risks to real processes.
✅ Provides a safe space for adjustments and refinements.
✅ Saves resources by avoiding production errors.
Pipefy also offers a gallery of AI agent templates that can be easily adapted for different departments, such as Human Resources, Finance, or Customer Support. This accelerates solution implementation and helps visualize AI's potential in various business areas.
Conclusion: the journey begins with small steps
The Pipefy Masterclass proved that simplifying artificial intelligence is entirely possible. You don’t need to be a tech expert to transform your workflow with AI. With well-mapped processes, the right tools, and an innovation-oriented culture, your company can:
✅ Automate repetitive tasks.
✅ Increase operational efficiency.
✅ Enhance customer experience.
✅ Empower teams with greater autonomy.
Artificial intelligence is a powerful ally, not a replacement. Humans will always be the central element in decision-making and strategic process management.
Want to learn even more about how to simplify and integrate AI into your company's processes? 🎥✨ Watch the full recording of the masterclass "Simplifying AI" and discover all the practical tips, real-world examples, and insights to help you transform your workflows with intelligent automation!