Pipefy

New hire data is submitted via a Start Form.

Pipefy AI assigns tasks to IT for laptop provisioning.

Automation triggers a Slack notification to the manager.

Document collection is managed via automated email requests.

Vendor emails invoice to the Shared Mailbox.

Pipefy creates a card and extracts data via OCR integration.

Conditional logic routes approval to the specific department head based on amount.

Approved invoices are pushed to the ERP via API.

Users submit tickets through a logic-based Service Portal.

Automations categorize the ticket by severity and type.

AI suggests resolution steps to the agent based on past data.

SLA timer monitors resolution speed and escalates overdue tickets.

Purchase request is initiated via a mobile-friendly form.

Process Connections link the request to a pre-approved vendor database.

Workflow ensures legal and compliance review is completed before PO generation.

Dashboard tracks total spend by department in real-time.

Salesforce integration triggers a new card when a deal is 'Closed-Won'.

The onboarding pipe automatically populates with account history data.

Tasks are assigned to the Success Manager based on customer segment.

Automatic weekly progress reports are sent to the client via email.

Contracts are uploaded to a secure legal pipe.

Automations notify the relevant attorney based on contract type (NDA vs MSA).

Internal comments on the card track changes without leaving the platform.

Integration with DocuSign triggers once the final version is approved.

Stakeholders use a structured form to submit campaign briefs.

Form logic ensures all assets (images, copy) are attached before submission.

Pipefy AI organizes the calendar view based on launch dates.

Dashboards show the team's capacity and throughput per month.