What's New at Pipefy

Rethinking IT Governance with AI: Real Takeaways from Our CoE Webinar ⚙️📊 Can IT governance and agility coexist? That was the big question in our recent webinar, “Governance and Agility: How AI Transforms Automation in Centers of Excellence.” And the answer? A resounding yes—with the right framework and AI strategy in place.Let’s break down the key ideas for anyone managing a Center of Excellence or looking to implement one:🔍 The Problem: IT teams often face a tough balance—either they’re overwhelmed with requests and lose speed, or business teams run rogue automations that compromise governance. Sound familiar?🧩 The Framework: We introduced a structured model that centralizes governance but decentralizes development. Think of it as giving teams the freedom to innovate—without sacrificing control.📌 Roles That Matter:System Admins 👩‍💻 for access, billing, and user management   IT Business Partners 🤝 to gather business needs   Implementation Leads 🛠️ to drive delivery   Solution

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 CopilotJust 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 suppliersSet up automations where AI reviews options based on:Delivery deadlines   Average pricing   Overall evaluation scoreIt then suggests the best supplier, pre-fills your form with the reasoning, and reduces manual decision-making.💬 3. Empower requesters with AI AgentsInstead of chasing updates, let users ask questions like “Wha

How AI with Pipefy is Enabling Smarter, Faster HR Operations 🧠 In our recent Masterclass, “AI with Pipefy,” we dove into the transformative potential of artificial intelligence in Human Resources — showcasing how organizations can optimize recruitment, employee services, and administrative tasks through automation and AI-driven insights.Here’s what we covered:🚩 Why many AI initiatives in HR fail — and how to ensure successDespite growing interest, research shows that 52% of AI projects never make it to production. Our experts discussed how to overcome common pitfalls by starting with proven use cases, collaborating across teams, and selecting intuitive, easy-to-adopt tools.⚙️ How Pipefy’s AI suite transforms HR processesAI Automation Engine: Automatically extracts and processes candidate data from resumes, validates information, and accelerates decision-making.   AI Co-pilot: Builds recruitment workflows through simple prompts, eliminating manual setup and ensuring best-practice desi

How to Use Pipefy AI to Automate Image and Document Workflows If your processes rely on uploaded files, Pipefy AI can help you move faster—with better accuracy and less effort.Here’s how to use it in practice:📥 1. File reading & data extractionPipefy AI reads PDFs, images, and Word documents and:Extracts relevant data (e.g., names, dates, ID numbers)   Automatically fills out the correct fields in the form   Detects missing or mismatched information🔍 2. Cross-validation between files and form dataSet prompts to compare what’s in the document to what the user submitted. The AI flags inconsistencies and stores the reasoning.🚫 3. Rejection or approval automationOnce validated, you can trigger instant approvals—or generate rejection messages with full explanations, all handled by AI.🧠 4. Image interpretationUpload a photo of damage or ID, and Pipefy AI will analyze it, categorize the content, and initiate the next step in the flow.✅ Benefits to expect:Up to 80% faster file processi

How Finance Teams Are Using Pipefy AI to Automate, Analyze, and Optimize Workflows — Lessons from the Masterclass The pressure on finance teams is growing. From invoice validation to budget tracking, finance professionals face increasing demands to execute with speed, accuracy, and insight — all while managing high volumes of repetitive tasks. The Pipefy AI for Finance Masterclass brought a clear message: artificial intelligence isn’t a luxury for finance anymore — it’s essential.Here’s how Pipefy AI is helping teams redefine their operations with automation and intelligence. 🔍 The Challenge: Repetition, Errors, and Lack of Visibility Many finance teams are stuck in inefficient cycles. They manually validate receipts, check compliance, update spreadsheets, and respond to status inquiries from employees. These tasks aren’t just time-consuming — they’re prone to human error and slow down the entire organization.During the session, Pipefy’s product experts highlighted exactly how these i

How AI with Pipefy is Enabling a New Era of Efficiency for Business Teams 🧠 In our recent Masterclass, “AI with Pipefy,” we shared the practical side of artificial intelligence and how it’s enabling real transformation inside organizations — from universities to telecom giants.Here’s what we covered:Why most AI projects fail — and what it takes to succeed.   How Pipefy’s AI Automation Engine analyzes tickets, reads receipts, and suggests next steps automatically.   The power of AI Co-pilot in building processes and identifying bottlenecks, all through simple prompts.   The AI Agent that brings next-level support to Slack, Teams, and Portals — no more clunky chatbots.  Real-world results:📉 5-day processes reduced to 1 minute👥 38-person workflows streamlined to teams of 5🔁 Manual data entry and email triaging replaced by intelligent automations💡 Whether you're in operations, customer service, finance, or HR — Pipefy AI is designed to simplify your day-to-day and boost strategic impa

Looking Back on Champions Academy Chicago: A Full Day of Innovation, Insights, and AI in Action 🇺🇸✨  Earlier this month, we hosted a special in-person edition of Pipefy Champions Academy in Chicago, and even two weeks later, we’re still feeling the energy from that day. From meaningful conversations to real-world AI demos and powerful customer stories, it was a full and inspiring experience for everyone involved.The event was built around a simple idea: give people space to connect, learn from each other, and explore how intelligent automation is shaping the future of work. Instead of focusing on features, we focused on outcomes. We talked about what it really looks like to apply AI in everyday operations, and what kind of impact that can have across teams and industries.Here’s a recap of the day and what made it such a standout moment for the community. ☕ Breakfast and Hands-On Activities We kicked things off with a casual breakfast and some light hands-on activities to get everyone

Pipesign: How Pipefy’s Native Digital Signature Solution is Transforming Process Management At the start of 2025, Pipefy officially launched Pipesign, its native digital signature solution. In an exclusive masterclass, product experts showcased how Pipesign is transforming process management by enabling seamless, secure, and fully integrated document signing directly within Pipefy workflows.The release of Pipesign is more than a new feature—it represents a strategic evolution towards more efficient, secure, and fully digital processes. With this solution, organizations can eliminate manual, bureaucratic steps, accelerating workflows that previously depended on printing, mailing, or third-party signature systems. Fully embedded within Pipefy, Pipesign offers a fluid and centralized experience aligned with the needs of modern businesses. 📝 Key Takeaways from the MasterclassIntegrated and Seamless: Attendees saw firsthand how document signatures can be collected directly within Pipefy pr

Discover the New Pipefy Portal: How to Centralize and Optimize Processes – Pipefy Masterclass 🌐 Centralizing and optimizing communication between internal teams and external stakeholders is essential for ensuring agility and transparency in corporate processes. But how can companies structure this effectively without creating operational bottlenecks?That was the focus of the Pipefy Masterclass: Discover the New Portal, an event dedicated to showcasing the latest innovations in the Pipefy platform that facilitate the creation of personalized and centralized communication channels. The challenge: managing multiple requests and processes 🔍Many companies struggle to manage requests and communications efficiently, often relying on scattered tools such as emails, spreadsheets, or complex ticketing systems. This fragmentation leads to delays, lack of visibility, and increased risk of errors.The new Pipefy Portal addresses these challenges by offering a centralized, customizable interface wh

The Agents Era: How AI is Transforming Pipefy's Platform and Operations Discover how Pipefy is leveraging AI agents to revolutionize process automation and operations. Explore key takeaways from the latest Pipefy Masterclass on AI integration. Introduction: The Rise of AI in Business Process Automation 🔍 Artificial Intelligence (AI) is a game changer—not just in our personal lives, but significantly in the way organizations operate. In the recent Pipefy Masterclass: The Agents Era, Fernanda Cuna, Global Product Trainer at Pipefy, explored how AI is transforming Pipefy's platform, making processes smarter, more efficient, and adaptive. Why AI is a Game Changer for Pipefy Fernanda began the session by emphasizing AI’s transformative impact on Pipefy operations. By embedding AI agents into workflows, Pipefy is enabling companies to:Automate routine tasks   Enhance decision-making capabilities   Improve overall operational efficiencyThe integration of AI is not just a technological upgrad

What’s New in Automations: How to Optimize Workflows with Efficiency⚡ Process automation is one of the core pillars of digital transformation within companies, ensuring agility, standardization, and error reduction. But how can organizations evolve their use of these tools and explore the latest innovations?That was the goal of the Pipefy Masterclass: What’s New in Automations, an event dedicated to presenting the most recent advancements in the platform and demonstrating how they can be applied to further streamline workflows. The challenge: making automation even more efficient 🔍 Many companies have already taken the first step toward digitalization, but still face challenges in extracting the full potential of automation. The masterclass addressed common pain points related to the manual management of processes and how Pipefy’s new features can help overcome them.One of the key highlights was the evolution of connected cards automation. While some updates remain under confidentiali

New Webinar on Pipefy AI for Image and Document Analysis now available in our Academy! ✨We’re delighted to announce our newest webinar on utilizing Pipefy AI to revolutionize legal processes, now available on Pipefy Academy: Access the Webinar here. This event offers practical strategies for harnessing AI to make your operations more efficient and effective. Hope to see you all in our next event! [PT-BR] ⬇ Novo Webinar sobre Pipefy AI para Leitura e Análise de Imagens e Documentos disponível em nossa Academy! ✨Estamos felizes em anunciar nosso mais recente webinar sobre como utilizar o Pipefy AI para ler e analisar imagens e documentos, agora disponível na Pipefy Academy: Acesse o Webinar aqui. Este evento oferece estratégias práticas para aproveitar a IA e tornar suas operações mais eficientes e eficazes. Esperamos vê-los em nosso próximo evento!

Hi, everyone! 👋We’re thrilled to announce the launch of Automated Tasks, a new feature that enhances the integration of automated tasks within Pipefy’s core journey features, making task management even more seamless and intuitive! This feature eliminates the need to create email templates for task submission, streamlining the process and reducing setup time.What to expect?📝 Simplified Task Submission: No more email templates! Now you can submit tasks with a single action, saving time and reducing complexity.🤝 Seamless Integration with Request Experience: The feature is fully integrated with the Request Experience, providing a smooth and cohesive journey from task creation to completion.📊 Task Tracking and Visibility: Automated tasks are assigned and tracked automatically, enhancing visibility and accountability throughout your process steps.Why it matters: With Automated Tasks, we’re strengthening task automation, making Pipefy even more robust for our users and transforming the t

Como a IA Está Transformando Empresas: Pipefy AI Immersive Experience 🚀 Nosso último evento Pipefy AI Immersive Experience reuniu públicos presenciais e online para falar sobre como a inteligência artificial está transformando a forma como trabalhamos, otimizando processos, empoderando equipes e aumentando a produtividade.  Tivemos a honra de contar com a presença da especialista em IA Martha Gabriel, PhD, como nossa palestrante principal. Também tivemos a chance de ouvir Felipe Fávero, Head de Desenvolvimento de Produto da CI&T; Pedro Leal Noce, Chief Innovation Officer da Itaú Veículos; e Karina Lima, Head de Startups da AWS, que compartilharam suas experiências sobre como a IA está revolucionando suas empresas e setores.  Nossa equipe do Pipefy também fez sua parte, mostrando como estamos usando a IA para impulsionar a eficiência e a produtividade. Um super agradecimento a Alessio Alionco, Sobhan Daliry, Fernanda Cunha, Rodrigo Subirá e Rayra Costa, que mostraram na prática com

New Webinar: AI for Image and Document Reading and Analysis 👏Are you interested in how AI can revolutionize sectors like insurance and healthcare? Don’t miss our upcoming event: November 13th (Wednesday) | 9 AM PST (14h BRT) | Online Event Exploring the potential of AI in claims analysis in insurance and processes in healthcare:🔹 Discover how AI is transforming claims analysis in the insurance sector🔹 Explore AI applications in optimizing processes in healthcare🔹 Learn how to implement these technologies to boost efficiency and accuracy🔹 Understand the main challenges and solutions in integrating AI for image and document reading and analysisGet ready to discover how Artificial Intelligence can transform the efficiency and accuracy of claims analysis in the insurance sector, as well as simplify complex processes in healthcare. Register now to enjoy this incredible opportunity for learning and innovation! 🚀

🎓 New Webinars Posted on Pipefy AcademyRecordings and Certificates focused on exploring the capabilities of Pipefy AI to optimize various business and IT processes. Dive into the world of AI with our webinars: Access here:Pipefy AI for IT Centers of Excellence Identifying Opportunities for Pipefy AI Implementation [PT-BR] ⬇🎓 Novos Webinars Disponíveis na Pipefy AcademyGravações e Certificados focados em explorar as capacidades da Pipefy AI para otimizar diversos processos empresariais e de TI. Mergulhe no mundo da IA com nossos webinars: Acesse aqui:Pipefy AI para Centros de Excelência em TI Identificando Oportunidades para Implementação de Pipefy AI