Pipefy: work management features and setup

Overview

Pipefy focuses on the path a request follows within an organization: who receives it, what information is required, who approves it, and what triggers the next step. It is useful when several departments participate in the same work and passing a message in chat is not enough. You can connect processes and add automations, but it is important to keep responsibility clear even when an agent performs some steps. Success is measured by completing the request with the right information, not just by moving between statuses.

Features

• Define rules and connect workflows
• Automate requests and approvals across departments
• Build AI agents as part of a managed business process

Business uses

• Onboard a new supplier with detail checks and internal approval
• Route an employee request to the responsible department and track it through completion

Getting started

• Choose one request type and map the roles involved.
• Define which information must be present at each transition.
• Run one approved request and one rejected request, then check the follow-up messages.

What to check

• Check how users, automations, and agent actions are measured in your plan.
• Define an exception path for cases where an automated step cannot be completed.