Pipefy – Workflow Automation Made Simple

Pipefy is a powerful no-code/low-code workflow management platform that enables businesses to automate and streamline operations across departments—without requiring deep technical skills. Founded in 2015, Pipefy provides a flexible and scalable system for managing everything from employee onboarding and procurement approvals to customer support and IT requests. The core idea is to give teams the power to design and control their own workflows through a visual, Kanban-style interface enriched with automation, form builders, AI, and real-time analytics.

Whether you're a startup seeking structure or an enterprise needing standardization, Pipefy brings clarity, consistency, and speed to business processes while reducing manual work and improving team productivity.

Key Features

1. Visual Workflow Builder
Pipefy uses a drag-and-drop Kanban board system where users create "pipes" (processes), "phases" (stages), and "cards" (tasks). This visual approach simplifies even complex workflows and keeps processes organized. Each card can contain forms, comments, files, deadlines, and automation rules.

2. No-Code Automation
Users can automate repetitive actions with simple rules and triggers—such as moving cards, sending notifications, or assigning tasks—without writing a single line of code. This feature reduces human error and accelerates task completion.

3. AI Co-pilot & Agents
Pipefy's AI Co-pilot lets users describe workflows in plain language and receive automated process setups or insights. AI agents can independently manage tasks like email replies, form validation, or ticket routing—working around the clock.

4. Built-in Forms and Portals
You can collect structured data using custom forms that feed directly into workflows. These forms can be embedded in websites or shared as public links, making intake seamless.

5. Integrations & API Access
Pipefy integrates with over 300 tools like Slack, Salesforce, SAP, and email platforms. For custom setups, it provides a developer-friendly GraphQL API and secure service account tokens.

6. Analytics and Reports
Real-time dashboards and customizable reports help users track KPIs, detect bottlenecks, and improve decision-making. Insights are generated automatically from workflow activity.

Use Case Highlights

• HR: Automate onboarding and offboarding with self-service forms and approval flows.

• Finance: Standardize purchase orders, expense reimbursements, and budget approvals.

• Customer Support: Centralize tickets, apply SLA rules, and escalate issues automatically.

• IT Operations: Triage incidents, enforce compliance, and track resolution times.

• Marketing: Manage campaign requests and approval chains with transparency.

Benefits

• Speed & Simplicity: Launch new processes in hours, not weeks.

• Cross-team Collaboration: Shared visibility and coordination across departments.

• Error Reduction: Automations and validations reduce manual mistakes.

• Scalability: Grows with your business needs, from 5 to 5,000 users.

• Compliance & Security: GDPR, SOC 2, ISO certifications ensure enterprise-grade data safety.

• Cost Efficiency: Forrester reports 260% ROI and payback in less than 6 months.

User Experience
Pipefy stands out for its intuitive interface, even for non-technical users. The platform requires minimal training thanks to its visual builder, clean design, and in-platform help. Users appreciate the drag-and-drop editing, clear automation logic, and seamless form integration. The AI co-pilot adds a modern touch, allowing faster workflow setup and data-driven improvements. With mobile-friendly access and centralized notifications, teams stay informed and in control—wherever they are.

Overall, Pipefy offers a balance of customization and ease-of-use that makes it a top choice for process automation across business sizes and industries.

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