Pipefy: Process Orchestration and Workflow Automation
Pipefy helps business owners and operations managers digitize manual processes. It is designed for teams that need to connect different departments through a unified orchestration layer without writing code.
At a glance
- Category
- Browse Operations tools
- Best for
- Small businesses, Mid-market companies, Enterprise operations teams, Non-technical managers
- Pricing
- Pipefy offers a Free plan. Business and Enterprise plans require contacting sales for pricing. A special discounted plan is available for companies with 11-200 employees.
- Key use cases
- HR Process Management, Finance and Procurement, Legal Contract Tracking, Customer Service Operations, Risk and Compliance
- Integrations
- Slack, Microsoft Teams, WhatsApp, Zapier, GitHub
- Official website
- Visit Pipefy official website
Pipefy is a process orchestration and automation platform designed to move business workflows from manual spreadsheets or paper into a digital environment. It allows users to build custom workflows and deploy AI Agents to handle repetitive tasks through a no-code interface.
The tool supports a range of business sizes, from small teams to enterprise companies, particularly those in HR, Finance, Legal, and Procurement. It provides a way to standardize how requests are handled and tracked across an organization.
Buyers can use the platform to build service portals, create public forms for intake, and set up automation rules for emails and database updates. It is designed to function as a system of engagement over existing core systems like ERPs or CRMs.
Before choosing Pipefy, buyers should confirm their specific needs regarding user counts and process limits, as capacity varies between the free and paid tiers.
Key Features
AI Agents
Automated agents designed to handle repetitive tasks and process execution.
No-code Workflows
A visual builder that allows users to create and modify business processes without coding skills.
Forms and Portals
Custom interfaces and public forms to standardize how information is collected from stakeholders.
Email Automation
Rules-based automation for sending emails and updating records based on workflow triggers.
Data Analytics
Dashboards and metrics to monitor process performance and lead times.
Enterprise Messaging Integration
Connects workflows with communication tools such as Slack, Microsoft Teams, and WhatsApp.
Use Cases
HR Process Management
Supports workflows from recruitment and hiring to employee onboarding and offboarding.
Finance and Procurement
Helps manage accounts payable, vendor onboarding, and purchase request approvals.
Legal Contract Tracking
Supports the creation, review, and renewal tracking of business contracts.
Customer Service Operations
Helps organize ticket management and automate steps in the customer support journey.
Risk and Compliance
Uses AI Agents to support identity checks, credit analysis, and regulatory monitoring.
Best For
- Small businesses
- Mid-market companies
- Enterprise operations teams
- Non-technical managers
Integrations
- Slack
- Microsoft Teams
- Zapier
- GitHub
- BitBucket
- Google Hangouts
Pricing
Pipefy offers a Free plan. Business and Enterprise plans require contacting sales for pricing. A special discounted plan is available for companies with 11-200 employees.
FAQ
Do I need technical skills to use Pipefy?
- No, the platform is designed to be no-code, which allows business users to configure processes and workflows without advanced technical skills.
Is there a free version of Pipefy?
- Yes, there is a free plan that supports up to 5 processes and 10 users.
How does Pipefy handle AI credits?
- Each plan includes 1,000 single-use AI credits. Once these are used, additional credits may be purchased as add-ons.
Does Pipefy integrate with other software?
- Yes, it offers native integrations with tools like Slack and Teams, and connectivity via Zapier and API.
Source category: Operations
Source subcategory: Workflow Automation
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Categories
Software Type
How AI is used
Pipefy provides no-code workflows and AI Agents to help automate repetitive operations in HR, Finance, and Legal departments. AI functionality is managed through a credit system.
Pros & Cons
Pros
- No-code interface allows business users to build workflows without constant IT dependence.
- Includes security certifications such as SOC2 and ISO 27001.
- Offers a free tier for very small teams to get started.
- Includes a discounted plan option for companies with 11-200 employees.
Cons
- The free plan is limited to 5 processes and 10 users.
- Features like Single Sign-On and Two-factor authentication are reserved for the Enterprise plan.
- AI functionality is based on a credit system, with additional credits available as add-ons.
