AI-Agents for Retail working with Pipefy

The easy button for processes and workflows Easily organize and run all your processes in one place, leaving the inefficient patchwork of apps, forms, spreadsheets and e-mail threads forever in the past

Send Mail Merge

Email selected shoppers a personalized campaign and report contacts missed.

Your mail merge goes to eligible contacts from your campaign mailbox, with a tally of sends and contacts needing attention.

Works with41 tools
Draft Security Incident Reports

Summarize store security incidents and flag unanswered questions.

Get a clear security incident report from a guard's form, with witness accounts and open questions ready for your review.

Works with36 tools
Email Leave Corrections

Send store employees a correction list for incomplete leave forms.

Your employees get a clear list of missing leave answers and a link to submit again. Your intake team can keep incomplete requests out of manager review.

Works with42 tools
Draft Image Editing Prompts

Prepare product photo edit prompts for a reviewer to check.

Get an image editing prompt that spells out the requested change and what stays untouched, ready for your reviewer to check before retouching.

Works with30 tools
Attach Campaign Drafts

Place promotion drafts on the tasks where teams review them.

Your reviewers find campaign drafts right on their review tasks. A comment shows which version came from email.

Works with12 tools
Published by Campaigns Essentials
Prepare Campaign Approvals

Turn retail campaign requests into approval tasks before launch.

Your marketing reviewer gets a campaign approval task with the proposed launch date and creative file together, ready for a decision.

Works with12 tools
Published by Campaigns Essentials
Return Incomplete Contract Requests

Return merchandise supplier contract requests missing a W-9.

Your requesters get a clear W-9 correction email. Their contract tasks wait in your needs-documents section with a comment.

Works with26 tools
Assign Campaign Revisions

Turn promotion feedback emails into creator revision tasks.

Your campaign creators get revision tasks linked to reviewer emails, so you can follow up on changes without chasing handoffs.

Works with10 tools
Published by Campaigns Essentials
Request Page Post Approval

Preview store page posts for owners and report unanswered requests.

Get the page owner's approval or revision notes by email, with a notice when your post review deadline passes unanswered.

Works with7 tools
Alert Asset Owners

Flag promotion asset reviews that lack time before their new deadlines.

See when a changed review deadline leaves little room on a reviewer’s calendar. Your asset owner gets a direct heads-up and can confirm capacity.

Works with17 tools
Make Instagram Reels

Make Reels from approved merchandise clips for promotion review.

Get an Instagram Reel for business ready to review from your campaign brief and footage. Find the MP4 link in your request thread.

Works with9 tools
Post Asset Review Digest

Share due reviews for promotional assets with the launch team.

Your launch team sees reviews due soon, what is blocked, and who needs to act next, together in chat before the launch window.

Works with12 tools
Published by Campaigns Essentials
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