Pipefy
Last Updated on: Dec 2, 2025
Pipefy
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No-Code & Low-Code
AI Workflow Management
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AI Project Management
AI Knowledge Management
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What is Pipefy?
Pipefy is an AI-powered workflow management and process orchestration platform designed to help organisations streamline, automate, and scale their business processes without heavy developer intervention. The platform offers a no-code/low-code experience enabling teams to build custom workflows, forms, portals and AI agents that oversee process execution, approvals, decision logic, and integration across systems. Its value lies in enabling business users to rapidly design workflows and deploy “AI Agents” that execute tasks, monitor statuses, extract data, and embed into existing operational systems. It supports wide enterprise uses — from HR onboarding, procurement and finance operations to customer service workflows and legal automation — with a focus on agility, visibility, and governance.
Who can use Pipefy & how?
  • Finance / Procurement / HR Departments: Functional units that run volumes of requests, approvals, onboarding, and need standardisation and automation.
  • Enterprise Business Units: Organisations with complex, cross-department workflows seeking visibility, modular automation, and audit governance.
  • Legal / Compliance Teams: Those needing process standardisation, rule-based routing, tracking of approvals, audit trails and risk mitigation.
  • Scaling Start-ups and Mid-Size Companies: Growing businesses needing to formalise processes, reduce ad-hoc operations, and get structure without heavy custom development.

How to Use It?
  • Sign Up and Onboard: Create an account, define user roles, and map key processes you want to digitize.
  • Build or Select Templates: Use pre-built workflow templates (e.g., onboarding, procurement, contract approval) or build custom flows via the visual canvas.
  • Configure Forms and Automations: Define input forms, fields, conditional logic, automation rules, triggers and routing steps to match your workflow.
  • Integrate Systems & Data: Connect to other applications (CRM, ERP, email, databases) and enable data flows between tasks, systems and notifications.
  • Deploy & Execute: Launch the workflow, begin capturing tasks and track progress through stages, cards or “pipes” representing process flow.
  • Monitor & Optimize: Use dashboards, analytics and reports to track cycle times, bottlenecks, automation impact, and refine the process design.
What's so unique or special about Pipefy?
  • No-Code Workflow Automation with AI Agents: The platform combines visual workflow design with AI-Driven agents that can execute tasks, make decisions, and manage processes at scale.
  • Wide Enterprise Process Coverage: It supports a broad range of operational scenarios across departments rather than just one functional area, enabling entire business units to adopt.
  • Flexible and Scalable Architecture: Designed to allow unlimited processes, user-roles, and integration possibilities with enterprise-grade security and governance controls.
  • Pre-Built Templates and Rapid Time-to-Value: Offers ready-to-use process templates and rapid deployment so organisations can get started quickly and scale.
  • Strong Visibility and Oversight: Enables tracking of processes, audit trails, decision logic, and metrics — helpful for compliance, process improvement and governance.
Things We Like
  • Universal applicability across many departments and industries
  • No-code/low-code design enabling business users to build workflows
  • AI-Powered agents for automation and decision support
  • Strong visibility into process performance, bottlenecks and optimisation
  • Good support for integration with existing systems and enterprise architecture
  • Ready templates that reduce setup time and effort
Things We Don't Like
  • While designed for no-code, advanced workflows and integrations may still require technical resources and expertise
  • Reporting and analytics may be less deep compared with specialised BI tools, according to some user feedback
  • Pricing may become significant for larger or highly specialised deployments of many users/processes
  • For very simple projects or very small teams, the platform may be more than what’s needed over lightweight workflow tools
  • Some users report that certain mobile or advanced features are still evolving
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Enterprise

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Unlimited

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Popular Mention

FAQs


Yes — it enables users without heavy coding to build workflows, forms, approvals, automations and deploy them.

Yes — the platform supports integrations and automation that connect tasks, forms and data across systems.

It is designed to scale across sizes — from small teams using basic workflows up to large enterprises

Yes — users can track cycle times, bottlenecks, task completion, process health and use dashboards to monitor.

With its no-code design and templates, workflows can often be built and deployed within days rather than weeks.

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This page was researched and written by the ATB Editorial Team. Our team researches each AI tool by reviewing its official website, testing features, exploring real use cases, and considering user feedback. Every page is fact-checked and regularly updated to ensure the information stays accurate, neutral, and useful for our readers.

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