Use Pipefy with AI Agents

Pipefy helps teams streamline complex business processes—but what if your workflow management got even smarter? By connecting Pipefy to Runbear’s AI agent platform, your team can handle tasks, answer questions, and automate collaboration inside your favorite chat tools like Slack or Microsoft Teams. Discover how this integration transforms everyday Pipefy workflows into seamless, AI-powered team experiences.

About Pipefy

Pipefy is a leading cloud-based process management and workflow automation tool empowering business teams to design, run, and optimize their own processes. With drag-and-drop templates, customizable pipelines, and integrations with hundreds of other apps, Pipefy is used by teams in HR, finance, sales, and more to manage approvals, requests, onboarding, and operational workflows. Its visual approach allows non-technical users to craft sophisticated workflows, making it especially attractive to companies seeking to reduce bottlenecks and streamline collaboration across departments. Pipefy’s strong automation features position it as a market favorite for teams striving for operational excellence without deep technical investment or IT dependency. Every team aiming for organizational agility and standardized business processes benefits from the clarity and control Pipefy provides.

Use Cases in Practice

Let’s dive deeper into how integrating Pipefy with a Runbear AI agent elevates daily team operations. Imagine team members requesting new workflow cards, project updates, or Pipefy analytics simply by chatting in Slack. The AI agent fields these requests, manages routine manual tasks, and pulls up live insights from Pipefy—making complex teamwork simple and fast. For example, a sales manager can ask, “What’s the status of Q2 deals in Pipefy?” and instantly get an AI-generated summary. Daily pipeline summaries, presented directly in your team chat as clear charts, streamline standups and decision-making. Ongoing conversations that surface new action items can immediately become Pipefy tasks, eliminating follow-up delays. Teams already benefiting from AI-powered data queries—such as those detailed in Instantly Query Excel Reports in Slack—No More Manual Data Checks—will feel right at home bringing the same natural language superpowers to their Pipefy workflows. The value? Less context-switching, happier teams, and more work done, faster.

Pipefy vs Pipefy + AI Agent: Key Differences

Combining Pipefy with Runbear transforms manual, siloed workflows into seamless, AI-automated collaboration. Runbear’s AI agent enables team members to interact with Pipefy through natural chat, schedule automated reports, and access Pipefy data in real time—features that fundamentally change how teams engage with and extract value from their workflow platform.

Implementation Considerations

Successfully integrating Pipefy with an AI agent platform like Runbear requires thoughtful planning. Teams should ensure they have permission to connect Pipefy with external apps and set up secure API access. Training is essential: team members need to understand how to interact with the AI agent in natural language and trust it for workflow actions. Teams will want to manage change carefully—introducing new ways of working in chat may require clear adoption plans and ongoing support. Additionally, reviewing the cost-benefit ratio is key, as teams should anticipate efficiency gains but also budget for integration and training time. Data governance is critical: teams must verify that AI agents access only the necessary Pipefy data and follow compliance standards. By proactively addressing these factors, organizations can unlock the full potential of AI automation without disruption.

Get Started Today

Integrating Pipefy with a Runbear AI agent transforms not only how your team manages workflows but also how team members communicate and collaborate. While setup and adoption require planning, the result is a dramatic cut in manual effort, instant access to insights, and smart automation that keeps every team running at peak performance. It’s time to experience workflow automation in a whole new way—try Pipefy and Runbear together and unlock your team’s next level of productivity today. Ready to see it in action? Start your AI agent journey with Runbear now.