AI-Agents for Financial Services 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
Link current client documents to packets for internal review.
Your internal reviewer sees current packet files alongside the form answers, while your team can resolve missing files before sign-off.
11 toolsFlag missing agreement files before contract review resumes.
Your requester sees exactly which contract files are missing, while the approval stays in correction for follow-up.
12 toolsPut reviewed request decisions in the next owner's task.
Your task owner sees the form decision and next step in their task, with a link back to the original submission.
29 toolsRoute complete exception requests to authorized reviewers.
Complete requests reach your reviewer as approval tasks with the evidence and decision due date they need to act.
14 toolsConfirm the authorized reviewer for employee role changes.
Your People Ops team gets a clear next step on the role change request, whether that means the required reviewer or a gap to resolve.
4 toolsRoute hires beyond approved headcount to the assigned reviewer.
Your hiring team sees exactly how a request differs from plan and who reviews it before recruiting proceeds.
4 tools