AI-Agents for Project Coordinators in Project Management 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

Prepare Document Reviews

Attach current project files before handing packets to reviewers.

Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.

Works with11 tools
Published by Approvals Essentials
Copy Form Decisions

Carry project approval decisions into assigned follow-up tasks.

Your task owner sees the form decision and next step in their task, with a link back to the original submission.

Works with29 tools
Published by Approvals Essentials
Prepare Intake Approvals

Route complete project requests to named reviewers.

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

Works with14 tools
Published by Approvals Essentials
Flag Missing Reviewers

Flag project assets ready for review without a named reviewer.

Your campaign owners see a blocker on the task when an asset reaches Ready for review without a named reviewer.

Works with4 tools
Published by Campaigns Essentials
Flag Undated Review Cards

Prompt card owners for dates when campaign reviews lack a deadline.

Your card owner sees a missing review deadline on the campaign card before anyone asks the reviewer to weigh in.

Works with6 tools
Published by Campaigns Essentials
Return Rejected Proofs

Move rejected proof cards to their makers' rework lists with the reason.

Your makers find rejected proofs in their rework list. The reviewed version and reason stay visible on the card.

Works with6 tools
Published by Creative Review Essentials
1–6 of 6