Pipefy
AI-powered platform streamlining workflows with no-code automation.
Key Takeaways
- What it is
- AI-powered platform streamlining workflows with no-code automation.
- Pricing
- Freemium
- Best for
- AI-Driven Automation
- No-Code Workflow Creation
- Integration Capabilities
- Rating
- 4.6/5
What is Pipefy?
Pipefy is an innovative AI-powered business process automation platform designed to streamline and enhance operational workflows across various sectors. Whether you're managing HR tasks, financial processes, or custom workflows, Pipefy offers a robust solution that simplifies complex business operations. From automating repetitive tasks to providing real-time data insights, Pipefy is crafted for enterprises and SMBs looking to accelerate digital transformation and improve efficiency.
Pipefy stands out with its AI-driven approach to business process automation, enabling organizations to build, automate, and manage workflows with ease. Its no-code framework democratizes workflow creation, allowing business teams to take charge without heavy IT reliance. The platform's ability to provide real-time data insights and facilitate rapid prototyping further distinguishes it in the market.
Pipefy offers a comprehensive solution for businesses aiming to streamline operations and enhance productivity through automation. Its AI capabilities and no-code approach empower teams to efficiently manage workflows, reduce manual errors, and make data-driven decisions. With Pipefy, organizations can not only save time and costs but also establish a scalable and adaptable process management system.
Who is Using Pipefy?
HR Departments
Automating employee onboarding, performance management, and leave tracking.
Financial Services
Streamlining procurement-to-pay processes and financial audits.
Insurance Companies
Utilizing AI agents for claims processing and compliance checks.
IT Teams
Managing service requests and network maintenance workflows.
Educational institutions using it to streamline administrative processes.
Law firms adopting it for managing legal documentation and compliance.
Key Features
Rating Breakdown
Pricing Plans
Free Tier
Free
- Experience Pipefy with a free trial
Enterprise Plan
- Contact sales for custom pricing
Which Pipefy plan should you pick?
Start with Starter for small teams testing basic process automation, then upgrade to Business for scale and API access or Enterprise for SSO and advanced governance.
Starter
Good for small teams, startups, freelancers, and students who need basic process organization and automation.
Business
Good for mid-market teams needing unlimited processes, unlimited users, API access, private processes, and role-based access.
Enterprise
Good for organizations needing advanced security, SSO, multiple automations, integrations, higher limits, and enterprise support.
Pipefy Use Cases
Employee onboarding
Connect hiring, onboarding, and related employee processes in a structured workflow.
Outcome: More consistent employee transitions and process visibility.
Procurement management
Collect purchasing requests, coordinate approvals, and manage supplier-related information.
Outcome: Fewer purchasing errors and more organized procurement operations.
IT request management
Centralize service requests, equipment information, and software-related demands.
Outcome: Better request visibility and reduced manual problem-solving.
Recruiting
Centralize candidate records and move applicants through recruiting stages.
Outcome: More controlled recruiting workflows and updated candidate information.
Accounts payable
Connect purchasing, accounts payable, approvals, and related operational processes.
Outcome: Greater process consistency and reduced operational silos.
Workflow Ideas with Pipefy
Employee onboarding workflow
- 1Create a recruiting or onboarding pipe from a template or from scratch
- 2Invite HR and hiring stakeholders with appropriate permissions
- 3Move employee cards through onboarding phases and automate follow-up actions
Procurement approval workflow
- 1Collect purchasing requests through a start form
- 2Route requests through review and approval phases
- 3Connect external tools and automate actions using triggers and integrations
IT service request workflow
- 1Centralize requests in an IT service-management pipe
- 2Assign members and permissions for request handling
- 3Track cards through phases, dashboards, automations, and reports
How Pipefy fits into your stack
Browser
Pipefy is used as a web-based process-management workspace for creating pipes, forms, cards, databases, dashboards, and interfaces.
Automation and APIs
Teams automate multi-step workflows with native integrations, hundreds of connectors, webhooks, HTTP requests, Zapier, and the Pipefy GraphQL API.
Knowledge and files
Users attach documents and images to cards or AI agents for knowledge grounding, OCR, extraction, and document understanding.
Team chat and tickets
Pipefy can publish AI assistants to Slack and Microsoft Teams and centralize requests, tickets, and approvals in process workflows.
Pros
- +Time Efficiency: Implementations are up to 2x faster than traditional solutions, allowing teams to see results quickly.
- +Cost-Effective: Reduces operational costs by automating repetitive tasks and minimizing manual errors.
- +User-Friendly Interface: The intuitive design ensures that even non-technical users can navigate and utilize the platform effectively.
- +Scalability: Easily scales with business growth, making it suitable for both small and large enterprises.
Cons
- −Initial Learning Curve: While the interface is user-friendly, understanding all features may require some initial training.
- −Limited Offline Functionality: Some features may not be accessible without an internet connection.
Limitations & when to consider alternatives
Known limitations
- Free-plan limits. The Free/Starter plan supports up to 5 processes, 10 users, 50 cards per month, 2 GB of storage, and limited automation/API capacity.
- Role-based permissions require paid plans. Pipe-level permission levels are documented as available for Business and Enterprise plans.
- AI credit limits. Each plan includes 1,000 one-time AI credits; additional credits may require add-on purchases.
- File-processing limits for AI Agents. AI Agent document and image processing has limits such as 30-page PDFs, 30 images, and file-size limits for structured data.
How to Use Pipefy
- 1
Choose a template or create a pipe
Start from Pipefy’s Template Gallery, build a process from scratch, or use Pipefy AI to generate the initial workflow.
- 2
Define phases and fields
Break the process into phases and add fields that collect the information needed for each stage.
- 3
Invite collaborators
Add team members to the pipe and assign administrator, member, restricted-view, or read-only permissions.
- 4
Add cards or forms
Create cards directly or publish a start form so internal or external requesters can submit work.
- 5
Automate the process
Configure automation rules, conditions, integrations, triggers, and actions to reduce manual work.
- 6
Measure and improve
Use dashboards, reports, activity logs, and integration execution logs to monitor process performance.
Who is Pipefy For?
Human resources teams
Pipefy supports recruiting, onboarding, vacation requests, candidate records, and employee-related workflows.
Procurement teams
Procurement teams can manage purchasing flows, supplier records, approvals, and financial supply-chain processes.
IT teams
IT teams can centralize service requests, equipment records, software inventories, and request prioritization.
Finance teams
Finance teams can manage reimbursement requests, approvals, supplier information, and reporting.
Business operations teams
Operations teams can design, automate, integrate, and measure cross-department business processes.
Frequently Asked Questions
Does Pipefy offer a free plan?
Yes. The Starter plan is free, requires no credit card, and includes up to five processes and ten users.
Does Pipefy provide an API?
Yes. Pipefy provides a GraphQL API with documented endpoints, queries, mutations, and token-based authentication.
Can Pipefy automate integrations?
Yes. Pipefy supports triggers, actions, connectors, HTTP requests, webhooks, and integrations across external systems.
Can Pipefy support team collaboration?
Yes. Teams can invite members to pipes and assign administrator, member, restricted-view, or read-only permissions.
Can Pipefy process uploaded files?
Yes. Users can upload documents, spreadsheets, PDFs, images, and other attachments; AI Agents can interpret supported files.
Does Pipefy have mobile apps?
Yes. Pipefy provides dedicated iOS and Android applications for managing processes and tasks.
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