Shadow AI consists of AI solutions that are not known or controlled by a company's IT department. Read the content to learn more!| Pipefy
Discover how intelligent document processing (IDP) improves accuracy and process efficiency. Explore benefits, applications, and challenges.| Pipefy
HRM automation creates better employee experiences by standardizing processes and giving you more face time with employees and candidates.| Pipefy
Digital transformation KPIs are metrics used to assess a company's digital transformation success. Keep reading to learn more about key KPIs.| Pipefy
Use Pipefy’s business process management (BPM) software to track, manage, and improve your daily workflows and processes.| Pipefy
Whatever your department, deliver demands faster and ensure client's satisfaction.| Pipefy
The procure-to-pay process is a structured workflow that involves receiving goods and services and issuing payments. Learn more.| Pipefy
Improve your process efficiency with our guide, covering everything from key processes to using the right tools and maintaining efficient process over time.| Pipefy
Dive into the world of no-code automation. Discover its benefits, capabilities, and practical applications for enhanced process efficiency.| Pipefy
Learn what is business processes, how they are created, and examples of common business processes.| Pipefy
Business process optimization is a method used to redesign the procedures of processes to improve productivity and efficiency. Read to learn more!| Pipefy
Click to learn more about what bottlenecks in business are and how process management software can help eliminate them and improve workflows.| Pipefy
Task automation makes work easier and faster by reducing the time and effort you spend on tasks & processes.| Pipefy
A purchase order process is the end-to-end system of creating, tracking, and resolving purchase orders to acquire goods and services.| Pipefy
Process Automation has pros and cons - learn all about them, and how Pipefy can help automate your process with all pros and no cons! Check it out!| Pipefy
Wondering how to get started with process mapping? Read this article and learn how automated workflows and AI can help.| Pipefy
See every flowchart symbol you need to map processes and workflows. This quick reference guide illustrates each symbol and explains its use.| Pipefy
Understand what digital process automation (DPA) is and its benefits with well-explained examples. Access the content to learn more!| Pipefy
Citizen automation enables digital transformation driven by employees without coding skills. Learn more about this emerging trend.| Pipefy
The benefits of business process automation go beyond efficiency. See how BPA tools help businesses reduce risk, scale operations, and more.| Pipefy
In a world where operational speed, accuracy, and adaptability define competitive advantage, enterprises are increasingly turning to BPA and AI as twin enablers of transformation. Business Process Automation (BPA) has long played a role in reducing manual tasks and increasing workflow reliability. However, when combined with Artificial Intelligence (AI) — particularly AI Agents, and intelligent […] The post How BPA and AI Combine to Maximize Operational Efficiency appeared first on Pipefy.| Pipefy
In today’s multi-application business environment, iPaaS (Integration Platform as a Service) has emerged as a critical enabler of digital transformation. Organizations across industries face challenges related to system integration, workflow automation, and maintaining data consistency across an increasingly complex technology stack. Without a unified approach, manual data transfers, communication silos, and disconnected applications limit productivity […] The post What is iPaaS and What ...| Pipefy
Managing insurance broker data can be a complex, time-consuming task. From client information and broker details to policy documentation, brokers often face manual processes that slow down efficiency and increase the risk of errors. To solve this challenge, we’re introducing the Agent – Insurance Broker Registry Free Template — a smart, AI-driven solution designed to […] The post [Free Template] See how AI automates and makes insurance broker workflows more efficient appeared first on...| Pipefy
Pipefy received Capterra’s 2025 Best Ease of Use award in IT Management. See why global teams trust the platform to simplify workflows and boost efficiency.| Pipefy
The Personalized Product Recommendations template is ideal for sales teams, customer relations departments, and business analysts who seek to enhance their customer engagement strategies. Sales teams can greatly benefit from the AI-driven insights to tailor their pitches more effectively, while customer relations departments can use the data to foster stronger client relationships through personalized interactions. Business analysts will find the automated data analysis valuable for strategic...| Pipefy
The Agentic – Internal communication template is ideal for organizations of all sizes looking to enhance their internal communication processes. Human Resources teams can efficiently manage policy updates and announcements, while event coordinators can streamline invitations and alerts. This template is a game-changer for any group seeking to reduce communication bottlenecks and increase productivity, offering particular advantages for teams that operate in multilingual environments.| Pipefy
Organizations across industries face relentless pressure to accelerate execution, reduce costs, and strengthen compliance. Manual processes remain a major obstacle, slowing teams and exposing operations to errors and inefficiencies. According to Thomson Reuters, 65% of organizations agree that streamlining and automating manual processes would reduce the complexity and cost of risk and compliance efforts. This […] The post How Pipefy’s Native RPA Powers Task Automation appeared first on P...| Pipefy
In today’s financial landscape, risk profiling is no longer a manual back-office task. Institutions across banking, insurance, and consumer finance face stricter regulations, rising fraud attempts, and a growing need for precise customer assessments. Yet, many organizations still rely on spreadsheets or fragmented tools to manage risk. This approach slows down credit decisions, creates compliance […] The post [Free Template] Risk Profiling Automated with AI Agents appeared first on Pipefy.| Pipefy
In today’s corporate landscape, the pressure for efficiency, scalability and security is increasingly larger. Organizations need to deal with complex processes, multiple systems, and high volumes of real-time data. In this context, Business Orchestration and Automation Technologies (BOAT), an ecosystem that combines process orchestration and intelligent automation to drive tangible results. The BOAT concept goes […] The post BOAT Platforms: The Future of Business Efficiency is Already Amo...| Pipefy
Managing large-scale investments in the energy sector demands precision, agility, and visibility. Teams often struggle with scattered approvals, delayed decisions, and lack of standardized processes. That’s where a structured CAPEX workflow—powered by platforms like Pipefy and enhanced with AI Agents—transforms the way energy companies plan, approve, and scale projects. It’s no coincidence that the Global […] The post Energy Teams: How to Create an Automated and Intelligent CAPEX Wo...| Pipefy
Discover how Pipefy’s Agentic AI Internal Communication template improves clarity, speed, and efficiency in your team’s internal communications.| Pipefy
FNOL reporting (the First Notice of Loss process) is one of the most critical and time-sensitive workflows in the insurance industry. However, it remains one of the most inconsistent. From disconnected communication channels to manual data entry and unstructured documentation, traditional insurance claim intake often turns into a bottleneck that impacts customer satisfaction, compliance, and […] The post How to Make FNOL Reporting Easier with Digital Forms appeared first on Pipefy.| Pipefy
Cut delays in Hire in Manufacturing HR with Pipefy. Learn how Low-Code, Embedded AI, and automation reduce time-to-hire in manufacturing.| Pipefy
Pipefy enables you to build no-code forms that turn submissions into workflows, and do it for free. Manage requests, orders, and applications at scale.| Pipefy
This template is ideal for financial analysts, accountants, and business managers seeking to enhance their workflow efficiency when dealing with financial data. It offers specific advantages to each group, such as reducing manual comparison tasks for analysts, ensuring accuracy for accountants, and providing clear insights for business managers to aid in strategic decision-making.| Pipefy
We live in an era where time is one of the most valuable assets within any organization. Learn how AI Agents are reshaping businesses.| Pipefy
A lot of companies are still relying on outdated tools that struggle to keep up with today’s pace. Learn how automation can help yours.| Pipefy
Discover how AI Agents can power smart product recommendations to boost sales and enhance customer experience. Start with this free template.| Pipefy
Compare financial reports faster and with fewer errors using AI Agents. Start now with Pipefy’s free no-code template.| Pipefy
Through Pipefy you can start using AI Agents without coding skills. Learn more about the benefits of implementing them in your business.| Pipefy
Smart procurement is the use of technology to improve efficiency and help build more agile procurement processes. Learn about the benefits and how to get started.| Pipefy
Choosing the Right AI Agent Can Make or Break Your Automation Strategy. Learn how to pick the correct one in this post.| Pipefy
Digital transformation isn’t just a buzzword anymore, it’s happening right now. Discover how Pipefy can take your business to the next level.| Pipefy
Streamline operations with digital lean procure-to-pay and see how a real-life scenario could eliminate 48 hours from the P2P cycle.| Pipefy
Discover how a No-Code Workflow can bring clarity to CapEx renovations using BPM, BPA, and AI Agents to streamline processes and maximize ROI| Pipefy
Artificial Intelligence (AI) automation refers to technologies capable of automating business processes using techniques like machine learning.| Pipefy
Do you know what workflow management is - and why it's so important to ensure your company's success? Acess and learn all about it!| Pipefy
Master Process Improvement in 2023: your comprehensive guide to streamlining for success and make improvements that deliver true value.| Pipefy
Operational efficiency is a top priority for businesses that need to do more with less and stay competitive during times of uncertainty. Learn more.| Pipefy
Business Process Management (BPM) is the discipline of identifying, evaluating, and optimizing processes to achieve business goals.| Pipefy
Business Process Automation (BPA) is software that standardizes and automates processes to improve consistency and scalability. Learn more.| Pipefy
Automate any manual process with this 8 step guide. Learn how to identify, plan, and execute automations for any workflow or process.| Pipefy
Discover how no-code agent development empowers business teams to build and manage AI agents without relying on IT.| Pipefy
AI Business Process Automation is here. And if you're using or considering Pipefy, this transformation is more accessible than ever.| Pipefy
You can find the digital solution your company needs at Pipefy! Find out how you can join the transformation and maximize your resources.| Pipefy
Learn how Samsonite built an error-proof purchasing process.| Pipefy
With this feature you can integrate Pipefy with 500+ web apps to unlock a seamless and reliable operation.| Pipefy
Workflow automation is a way to organize and streamline the tasks and activities that make up a workflow. Learn more about automating workflows.| Pipefy
AI opens the door to new possibilities in business process management. Learn more and see examples of AI in BPM.| Pipefy
Discover how intelligent process automation (IPA) is transforming businesses. Explore its benefits, challenges, and implementation strategies.| Pipefy
Pipefy AI: an AI-powered Business Automation Platform. Streamline processes, boost efficiency, and drive results with advanced AI technology.| Pipefy
Stay on the leading edge of business process automation with Pipefy. Learn more about low-code, citizen development, and process optimization.| Pipefy
See what’s possible with Pipefy. Schedule your demo to see the impact Pipefy can make for your business.| Pipefy
Get started at Pipefy for free. Automate and innovate your workflows and processes. No credit card required.| Pipefy
Pipefy is a no-code business process management (BPM) platform that makes it easy to quickly launch complex, scalable, and automated workflows.| Pipefy
Improvements to procurement processes are as time-sensitive as ever. Learn about the trends shaping 2024 and how teams can level up as strategic partners.| Pipefy
Operational excellence is a strategy and culture that drives continuous improvement. Learn more in this complete guide.| Pipefy