Pipefy

What Pipefy is

Pipefy is a no-code platform for building and running business processes, with AI agents on top of the workflow layer. The company's site calls it a unified platform for process orchestration and automation, and says it is recognized by Gartner for its no-code agent builder capabilities. It is written for operations teams and business owners who want to automate their own work without a dedicated technical team. The about page tells the origin story that way: automating a workflow used to mean "months of projects and high costs", and Pipefy moved decision-making power to "the end user". The about page says Alessio Alionço founded the company in 2015, that Pipefy now serves companies in over 100 countries, including IBM, Volvo and Itaú, and names Trinity Ventures, Openview, Founders Fund, Redpoint, Valor Capital and Insight Partners as investors. The site footer gives the company as Pipefy Inc.

What you build and how

The home page lists the building blocks in one line: "AI Agents, workflows, forms, portals, apps, emails, data, analytics, and integrations", all meant to let you "design, automate, and launch agile, high-impact processes in minutes."

A workflow is the core object. Work arrives as a card, which is the unit the pricing page counts, and moves through the process you define. Forms handle intake, and the pricing page lists "mass card creation with spreadsheet imports" for bulk loading. Interfaces are counted per tier in the pricing table, and the products page shows a portal use case in which AI Agents, intelligent workflows and a no-code approach automate "questions, triage, and responses". A built-in database holds records, and the table limits them per tier. Workflows can be linked to one another through a feature the table calls connections between workflows.

The AI layer is where the site now puts most of its energy. AI Agents are described as agents "that analyze, optimize, and continuously evolve your processes." The AI page names three kinds of AI help that draw on a pool of credits. The Copilot builds workflows and analyzes process performance. AI agents do work such as contract analyses and data extractions, for example extracting invoice data for a finance team. The AI Assistant answers employee questions and creates tickets, with examples such as HR answering PTO and benefits questions and an IT department processing service requests. That last piece is the chatbot-style surface of the product: the AI page says the assistant answers common questions, helps users find documents and policies, opens cards and tracks the status of requests through a conversational interface, and that it is available in channels such as Slack, Teams and Pipefy portals. The home page adds enterprise messaging that brings WhatsApp, Teams and Slack directly into workflows. Configuration is gated: only pipe administrators set up AI agents, only super administrators configure the AI Assistant, and the Copilot is on by default for every member of the organization. The AI page says Pipefy AI uses OpenAI's GPT-4 API and Pinecone vector databases for retrieval augmented generation.

Pipefy also sells ready-made starting points. Its AI Studios are packaged solutions with names that say what they cover: SRM for procurement, compliance and finance, Background Check for due diligence with a consolidated Trust Score, P2P for end-to-end procurement with ERP, CRM for centralizing a sales process, Quotation, Onboarding to validate data and risks, Credit Decisioning, and Claims for validation, fraud detection and settlement. The products page lists ready-to-use use cases by industry. In financial services these include contract review, customer onboarding and credit decisioning. Others are customer order management ("smart intake, automated payment validation"), contract renewal, where AI Agents summarize contracts and send alerts, and employee development plans for HR. The home page adds claims processing for insurance, consumer goods operations, accounts payable and vendor onboarding for finance, and hiring through offboarding for HR. The site's industry pages also cover retail, manufacturing, real estate and information technology.

On integration, the pricing page lists native integrations, a Zapier integration and custom integrations, and its FAQ says there are "5 ways to integrate Pipefy with your favorite tools": custom integrations with any software you need, native integrations with Slack, GitHub, BitBucket and Google Hangouts, the API, HTTP requests and Zapier. The site menu points developers to API and webhooks. The home page also says you keep "the freedom to operate on any LLM and cloud platform".

What the pages state

The pricing page has three plans. Starter is "Free" with "No credit card required" and is pitched at small teams, startups, freelancers and students; it includes Pipefy AI, process templates, basic automations, a request tracker and visual customization. Business, marked most popular, is for mid-market teams and adds the API, role-based access, private processes, conditional logic, data recovery, electronic signature and standard support. Enterprise adds multiple automations, integrations, two-factor authentication, Single Sign-On, a custom email domain, white label, support from Pipefy's team and higher database and storage limits. Business and Enterprise are "Contact Sales", so no dollar prices are printed. The comparison table gives these limits, Starter first.

• Workflows: up to 5 in the first tier, unlimited in the other two.
• Users, billed per user: up to 10 in the first tier, unlimited after that.
• Cards created: up to 50 a month in the first tier, unlimited after that.
• Guest users: none in the first tier, up to 100 in the second, unlimited in the third.
• Interfaces: 2, then 20, then 100.
• Database records: up to 500, then up to 10,000, then custom.
• Storage: up to 2GB, then up to 20GB, then custom.
• Automation jobs per month: 15, then 300, then 2,000.
• API calls per month: 205, then 500, then 10,000.
• Connections between workflows: up to 1 in the first tier, unlimited after that.

The table also shows a "possibility of hiring professional services". For billing, the FAQ says contracts "can be monthly or yearly", that you can start, stop or change a plan at any time, and that "we won't give refunds for cancellation or plan downgrades". New users cost the same per user as the existing members of the plan. A separate offer for small businesses, valid for companies with 11 to 200 employees under conditions, is a fixed-price package with up to 90% discount, integration with over 500 other tools, expert support and platform training.

AI is metered in credits. The pricing page says "Each plan includes 1,000 single-use AI credits" and that more can be bought as add-ons, while the AI page says credits are "available on a monthly basis and do not roll over". It gives a worked example for 500 AI credits: about 100 workflows built with the Copilot, 100 process performance analyses, 250 contract analyses, 250 data extractions, 500 employee questions answered by the AI Assistant and 500 tickets created by it. A plan with higher credit limits that extend over an annual period goes through the sales team as an Enterprise AI offering.

On security, the home page says "enterprise-grade security", and the AI page lists "SOC1 II, SOC2 II, ISO, GDPR", encryption in transit (TLS 1.2 and higher) and at rest, data processing agreements and a zero data retention policy under which customer data is never used for training. The pricing table adds private workflows, users restricted to their own cards and data recovery of the last 90 days. The home page cites an independent Total Economic Impact study by Forrester that it says found a 260% return on investment and a payback period under 6 months.

Who it suits

Pipefy suits an operations or shared-services team that wants intake, approvals and hand-offs in one tool, and wants an AI agent doing the reading and checking in the middle. HR onboarding, contract review, procurement requests, credit or claims intake and IT service requests are the shapes it shows.

A small team can start on the free Starter plan and judge whether 5 workflows and 50 cards a month are a trial or a working size. A growing team will care about guest users, interfaces and automation jobs, because those caps move the most from tier to tier. The first tier's API ceiling of 205 calls a month is low for any integration-heavy design.

It is a weaker choice if you want a public-facing app or storefront, or if you want to compare paid prices before talking to sales. Records here belong to processes, and database limits are counted in thousands.