AI-Agents for Evidence Gathering working with Pipefy

Attach invoices, collect vendor forms, request missing proof. Every one is ready to run, and you can adjust it in plain language.

Find Shared Files

Your coworkers get a file link on their request, even with only a topic or project. Unclear matches come back with a question.

Works with10 tools
Draft Nursing Incident Report

Get a nursing incident report draft that puts the nurse's account in order and flags what your charge nurse still needs to confirm.

Works with18 tools
Attach Campaign Briefs

Your artwork reviewers see campaign goals beside the asset. They can open the full brief before making a decision.

Works with7 tools
Attach Late Packet Files

Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.

Works with8 tools
Attach Campaign Drafts

Your reviewers can open the latest campaign draft on the card where they make a decision, with a note naming the version.

Works with8 tools
Published by Campaigns Essentials
Assign Missing I-9 Tasks

Your onboarding coordinator gets a clear task when a hire approval lacks I-9 evidence. They can see the missing item and the hire packet link.

Works with17 tools
Create Purchase Approval Tasks

Your budget owners get the purchase details and quote link together in an assigned task, ready to review.

Works with20 tools
Published by Before We Buy
Assign Proof Signoffs

Your reviewers get a clear task for the proof decision, with the link and due date from the meeting action item.

Works with9 tools
Attach Proof Links

Your reviewers can open the approval task and find the proof your maker shared in chat, with its revision label beside it.

Works with13 tools
Close Purchase Signature Steps

Your purchase task list catches up with signed agreements each business morning, so completed signatures no longer sit open.

Works with10 tools
Complete Purchase Signature Task

Your purchase task shows the signed agreement as complete, so a finished signature no longer leaves the purchase looking stalled.

Works with9 tools
Prepare Intake Approvals

Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.

Works with11 tools
Published by Approvals Essentials
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