AI-Agents for Software 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

Post Asset Review Summary

Flag due and blocked reviews for launch campaign assets.

Your launch team sees the asset reviews that need attention today on the campaign board, with direct links to the work.

Works with8 tools
Add Leads to Campaigns

Turn product inquiries into checked campaign leads with first-email drafts.

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools
Check Contact Form Emails

Check product inquiry emails before a sales rep follows up.

Get a clear pass or review result for contact form leads before sales follows up, with a reason for addresses that need a closer look.

Works with33 tools
Create Help Desk Tickets

Open categorized tickets for employee access and tool issues.

Your team gets support requests sorted by your rules, and employees get ticket numbers they can use to follow up.

Works with18 tools
Draft RFP Answers

Draft cited answers to buyers' software capability questions.

Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.

Works with9 tools
Escalate Support Requests

Assign escalated product tickets with customer replies and files.

Your escalated support requests reach a named person with the conversation, available files, and a clear next step.

Works with13 tools
Send Missing Date Reminders

Remind release owners to date their review cards before handoff.

Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.

Works with10 tools
Reopen Campaign Reviews

Reopen launch campaign reviews after approved copy or dates change.

Your campaign review process keeps changed copy or dates on hold until the coordinator can review a request linked to the earlier decision.

Works with7 tools
Publish App Changelog

Publish approved product changes in a dated public changelog.

Your app changelog gets a dated customer update when a release goes live. Your product owner gets the public link on the release card.

Works with4 tools
Log Outreach Emails

Match software prospecting emails to approved copy and flag changes.

Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.

Works with5 tools
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