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How to use Pipefy's artificial intelligence to create the perfect processes for you
How to use Pipefy's artificial intelligence to create the perfect processes for you

Pipefy's artificial intelligence tool can help you create processes from scratch and recommend workflow optimizations.

Ian Castelli avatar
Written by Ian Castelli
Updated over 2 months ago

🔐 Available for all plans.

👤 For all users except company and external guests.

🎯 For those who want to create custom processes and receive best practice tips.

Pipefy AI is here to help you get the most out of our platform with the help of fast and efficient artificial intelligence at no additional cost. This way, you can speed up the operation, say goodbye to manual tasks, and thus focus on more valuable day-to-day activities.

Currently, Pipefy AI can assist you in a few different scenarios:

  • Creation of customized processes: Developing processes from scratch, tailored to your specific needs.

  • In-depth analysis: Conducting comprehensive analyses, providing clear insights and actionable metrics to enhance your processes.

  • Automation of manual processes: Structuring unstructured data such as emails, documents, and more. We automate data extraction from PDFs, image interpretation, feedback analysis, and other tasks.

  • AI-powered assistance: Our AI agents address requesters' inquiries, helping them create new requests and providing status updates on previous ones.

How to Track Pipefy AI Usage?

Pipefy AI features will be measured using AI Credits and each Pipefy plan includes an initial allocation of monthly AI Credits [for more details, you can visit our pricing page].

AI Credits can be used for building workflows, performing process analyses, contract analyses, data extraction, and answering employee questions.

Super administrators can monitor the usage of AI Credits within the organization through the Admin Panel:


In the Admin Panel, select "Usage Stats" and then click on "AI Credits.":



🔔 Attention: Pipefy AI is in its early stages, so some inconsistencies may happen. Pipefy AI is constantly improving to provide better answers and experiences for you.


Check out the links below to learn how to use each of Pipefy AI's features:

Link 2: Copilot Analytics

Link 3: AI Agents

🎓 Learn to do much more with free Pipefy Academy courses!

🌎 Join the Pipefy Community to ask questions, share suggestions, stay up to date on events and releases, and share your knowledge with people worldwide!

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