AI-Agents for Department Managers 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

Attach Budget Figures

Show remaining budget beside your team's purchase requests.

Your finance reviewer can see the current budget balance beside a purchase request, without hunting through a separate sheet.

Works with9 tools
Published by Approvals Essentials
Request Invoice Evidence

Show why a team bill is held before an approval decision.

Your requester knows exactly what to add, and your approver can see why the bill is waiting.

Works with32 tools
Published by Approvals Essentials
Request Purchase Evidence

Request missing proof before approving team purchases.

Your requesters know what to add to their original purchase forms, while the approval waits for a reviewer.

Works with33 tools
Published by Approvals Essentials
Remind Leave Reviewers

Remind you when a team member's leave request needs your decision.

Your current reviewer gets a timely reminder before a leave decision is due, with the request link close at hand.

Works with23 tools
Published by Approvals Essentials
Check Purchase Request Details

Return incomplete team requests before you review spending.

Your requesters see the fixes their purchase requests need before managers spend time reviewing them.

Works with5 tools
Published by Approvals Essentials
Create Purchase Approval Tasks

Review purchase requests with the supplier quote in one task.

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

Works with26 tools
Published by Before We Buy
Add Vendor Forms

Show vendor forms beside purchases awaiting department approval.

Your reviewers get the vendor packet beside high-value purchase requests, or a clear list of what's missing before they decide.

Works with5 tools
Published by Approvals Essentials
Check Purchase Requests

Show the missing facts on requests awaiting your approval.

Your requester sees a clear list of missing details on the purchase request, ready to fix before manager review.

Works with
Published by Approvals Essentials
Remind Purchase Reviewers

Send the purchase link before your review deadline.

Your current reviewer receives a timely card link before a purchase request is due. Your team can see when the reminder went out.

Works with10 tools
Published by Approvals Essentials
Return Incomplete Leave Forms

Review complete leave forms after employees fill in missing details.

Your managers see leave requests with the details they need, while employees get a clear request for any missing answer.

Works with4 tools
Published by Approvals Essentials
Return Incomplete Purchase Requests

Ask your team for missing purchase details before approval.

Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.

Works with5 tools
Published by Before We Buy
Route Off-Plan Hires

Show where your proposed hire differs from approved headcount.

Your hiring team sees exactly how a request differs from plan and who reviews it before recruiting proceeds.

Works with4 tools
Published by Approvals Essentials
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