Pipefy Team

Product Team

Natália Manffré

Susane Lenz

Get to know everything about AI features on Pipefy

Pipefy AI

Pipefy is fully committed to protecting the privacy and data of all its customers, in strict compliance with global data protection laws such as LGPD (General Data Protection Law -…

Our Commitment to Privacy and the Right to Be Forgotten

Connect and Manage Multiple AI Models within Pipefy and AI Agents.

Bring Your Own Models (BYOM)

Implementing 'Human In The Loop' in Critical Automations

Our Commitment to the Ethical and Secure Use of Artificial Intelligence

Pipefy AI Governance and Operational Architecture

Learn how to take control of AI in your processes

AI Governance

Learn how to create an AI Agent step-by-step: set up a knowledge and behaviors to build digital workers that automate your processes.

AI Agents: Creating the new AI Agent

Learn how to write clear, contextual, and effective instructions to get reliable and powerful results from your AI Agents.

Creating effective instructions for AI Agents

Creating an AI Automation

See more about our newest Pipefy AI Models, and credits billing

New Pipefy AI Models and Pricing

How to configure AI Agent Knowledge Base in Pipefy

Using Intelligent Document Processing in Pipefy AI Agents

How to track the execution and history of AI Agents

Logs for AI Agents

Learn how to enable internet search so your AI agents can consult external information in real-time, enriching your agents with context.

How to use Web Search in AI Agents

MCP: The universal standard for powering up your AI Agents

Learn about Pipefy’s AI ecosystem: discover how to orchestrate complex workflows with agents, automate simple tasks, and maintain full control over your data.

General guide: Pipefy AI Ecosystem

General Guide: AI Agent Skills

How to use Calculations & Analysis in Pipefy AI Agents

AI Agents: Optimize Complex Workflows with Max Effort (Beta)

Documents regarding best practices while creating AI Agents

AI Agents - Best Practices

What is the AI Assistant? (Beta)

This guide will teach you how to configure both functions and write a robust prompt that unifies them, preventing "hallucinations" and ensuring excellent performance and high reliability.

Preventing AI Hallucinations in Critical Contexts

How to Extract Insights with Pipefy AI Analytics

Getting Started with Auto-generated AI Assistants (Beta)

AI Assistants - Best Practices

Academy

Community

Developers Hub

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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