AI-Agents for Consumer Packaged Goods 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 Campaign Drafts

Your brand reviewer gets the current campaign draft and the decision needed together on the review task.

Works with14 tools
Published by Approvals Essentials
Copy Content Decisions

Your publisher can see the review decision on the scheduled entry, with a link to the approval task before taking action.

Works with14 tools
Published by Approvals Essentials
Start Supplier Setup

Your onboarding team gets a clear next task, with the purchase approval and supplier documents close at hand.

Works with9 tools
Published by Before We Buy
File Purchase Packets

Your finance team gets the approved order and signed supplier terms together, ready to review when an invoice arrives.

Works with8 tools
Published by Before We Buy
Flag Purchase Exceptions

Your policy owner gets a private alert when a purchase request breaks your spend rules, so they can choose the next reviewer.

Works with10 tools
Published by Approvals Essentials
Send Purchase Orders

Your suppliers get the purchase orders they need to start work, and your team has a sent copy to track what went out.

Works with23 tools
Published by Before We Buy
Surface Purchase Changes

Your reviewers see what changed since the last approval and get the revised order for a fresh decision.

Works with4 tools
Published by Approvals Essentials
Return Incomplete Supplier Forms

Suppliers get a clear list of missing answers or documents, so your team can move complete onboarding forms forward.

Works with
Published by Before We Buy
Compare Bills With Orders

Your approver sees the purchase order link and line differences on the bill before making a decision.

Works with7 tools
Published by Approvals Essentials
Attach Creative Briefs

Your reviewers see the brief beside the asset, with the brand decision they need to make clearly stated.

Works with13 tools
Published by Approvals Essentials
Check Approval File Versions

Your reviewers can decide on the intended creative file. The Agent flags outdated versions and asks the owner for the current one.

Works with4 tools
Published by Approvals Essentials
Copy Rejection Notes

Your designer gets the changes reviewers requested, tied to the rejected file version, with a link back to the approval.

Works with22 tools
Published by Approvals Essentials
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