AI-Agents for Government 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 budget balances on public agency 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
Prepare Bill Review Tasks

Prepare agency supplier bill reviews with exact order differences.

Your reviewer gets the invoice, purchase order, and exact differences in a task that's ready for a decision.

Works with10 tools
Published by Accounts Payable Essentials
Request Invoice Evidence

Record missing purchase references on bills awaiting agency approval.

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 reasons before public purchases move to approval.

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
Send Purchase Orders

Send approved agency purchase orders to suppliers with the final PDF.

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
Prepare Document Reviews

Link current application files before agency review.

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 agency form decisions into the next staff task.

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
Compare Promotion Pay

Bring approved pay ranges into promotion reviews for public employees.

See proposed promotion pay beside the approved band, so your compensation reviewer has the context to decide.

Works with7 tools
Published by Approvals Essentials
Flag Purchase Exceptions

Mark purchasing exceptions for the policy owner to review.

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

Works with9 tools
Published by Approvals Essentials
Check Purchase Request Details

Name missing answers on agency purchase requests before approval.

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

Works with5 tools
Published by Approvals Essentials
Prepare Intake Approvals

Turn complete agency requests into approvals with due dates.

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
Create Purchase Approval Tasks

Turn agency purchase forms and quotes into approval tasks.

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
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