How Pipefy AI Supercharges Procurement Teams: Practical Use Cases to Start Now 🤖📈
Looking to scale your procurement efficiency—without adding complexity? In our Pipefy AI for Procurement masterclass, we demonstrated how native AI tools in Pipefy are transforming how teams automate, analyze, and collaborate.
Here’s how you can apply those features in your day-to-day:
🔧 1. Build entire procurement workflows with Copilot
Just type what you need—e.g., “Create a 7-step purchasing process with supplier evaluation in the middle”—and Copilot builds it instantly, including phases, forms, and fields. No technical skills required.
🤖 2. Use AI Automations to evaluate suppliers
Set up automations where AI reviews options based on:
- Delivery deadlines
- Average pricing
- Overall evaluation score
It then suggests the best supplier, pre-fills your form with the reasoning, and reduces manual decision-making.
💬 3. Empower requesters with AI Agents
Instead of chasing updates, let users ask questions like “What’s the status of my order?” directly in a chatbot—via your portal, Slack, or MS Teams. No manual replies needed.
📊 4. Turn data into insights with AI Analytics
Ask natural-language questions like:
- “What’s the average time to complete a request?”
- “How many POs were approved last month?”
Get instant answers. No data exports. No manual reports.
🔁 Pro tip: Clone an existing process, run test automations, and go live with confidence.
You’ll see measurable time savings and smarter decisions from day one.
Watch the recording here!
Ready to start automating smarter? With Pipefy AI, your procurement team becomes a hub of intelligent automation and strategic insight.
