Pipefy AI is composed of different layers that range from simple task automation to complex process orchestration with corporate governance. This guide maps these features to help you choose the ideal tool for each business need.
What this solves
Productivity: Automating repetitive tasks and data extraction.
Scalability: Orchestrating complex workflows without manual intervention.
Governance: Total control over AI models and reasoning transparency.
1. Workflow Execution: Agents, Automation, and Integration
To allow AI to perform actions directly in your process, Pipefy offers three levels of autonomy:
AI Automation
Focused on solving "one decision, one action" contextual tasks to analyze data and fill fields automatically.
Profile: Invisible and fast (Black Box).
Ideal Use: Extracting data from one field to fill another, immediate triaging, and categorization.
Reference: Creating and AI automation.
AI Agents (Reasoning and Orchestration)
Autonomous entities that navigate ambiguous situations, plan steps, and execute multiple actions in sequence to solve complex cases.
Profile: Transparent and traceable (Glass Box). Offers detailed reasoning logs.
Capabilities: The agent can consult the Knowledge Base to read documents via Intelligent Document Processing (IDP), search for information in other Pipes, or perform web searches.
Dive Deeper: Creating and configuring AI Agents.
AI Pieces (Integration and Transformation)
Granular AI steps within the automation flow for specific data transformations or intelligent API calls.
2. User Support and Governance
AI Assistant
While Agents "do" the work, the Assistant helps users navigate information through a chat interface, answering questions about processes and policies.
BYO-LLM (Governance and Security)
For companies requiring total control, Pipefy allows you to use your own models (OpenAI, Azure, Google Vertex, etc.).
Benefits: Data privacy, IT compliance, and centralized cost management.
Configuration: Bring Your Own AI in Pipefy.
3. Technical Limits & Behaviors
To ensure the best performance, please observe the following technical parameters:
Instructions (Prompt): Supports up to 10,000 characters. Tips for effective instructions.
Data Input: You can select up to 30 card fields to provide context to the AI.
Documents (PDF): The AI processes files up to 30 pages. Larger documents may result in truncated reading.
Comparative Summary
Feature | Primary Goal | Visibility | Help Link |
AI Automation | Analyze and fill fields | Black Box | |
AI Agent | Orchestrate complex flows | Glass Box | |
BYO-LLM | Security and Governance | Setup |