Does the Pipefy agent actually execute work?

Yes. It does not just suggest steps. It performs the actions in Pipefy and connected apps based on your instructions.

Is this different from native Pipefy automations?

Yes. Native automations require manual setup of rules. DoMyWork uses AI to understand your intent and execute complex, multi-step tasks in plain English.

How does this compare to Zapier for Pipefy?

Zapier requires building workflows node by node. DoMyWork lets you describe the outcome, and the AI agent handles the execution across Pipefy and other apps.

Can the agent monitor my Pipefy cards?

Yes. You can set up agents on autopilot to watch for new cards or phase changes and act instantly, such as routing or flagging tasks.

Is my Pipefy data safe?

Yes. We use secure integrations and your data is processed only to execute the tasks you explicitly authorise.

Can the agent connect Pipefy to other apps?

Yes. It works with Pipefy and 1,500+ other apps, allowing you to sync data between your CRM, helpdesk, and project tools.

AI Agent for Pipefy

Move cards, update fields, and trigger cross-app actions automatically. DoMyWork AI agents work with Pipefy and 1,500+ apps to keep your processes moving.

Find all cards in 'Pending' and move them to 'Review'

Update the 'Due Date' field for all cards in 'Sales'

Summarise the last 5 cards moved to 'Done'

Create a new card for every row in my sheet

Flag cards that haven't moved in over a week

Send an email update when a card enters 'Approval'

Agent for

Pipefy

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your process bottlenecks into completed results

Move stalled cards, update field data, notify team members, and sync records across your apps.

12 cards moved to Review

Clear the cards that have been stuck for over a week

"Find all cards in my 'Operations' pipe that haven't moved in 7 days, check their status, and post a summary to Slack for the team to address."

Send Message

Update field values across multiple cards

"Find all cards in the 'Procurement' pipe with status 'Pending' and update the 'Priority' field to 'High'."

Send Message

Sync card data to Google Sheets for reporting

"Export all active cards from the 'Logistics' pipe to a new row in my 'Monthly Report' Google Sheet."

Send Message

Identify cards missing required information

"Review cards in 'New Requests' and flag any that are missing a 'Description' or 'Attachment' field."

Send Message

Notify stakeholders of card status changes

"Send a summary email via Gmail for all cards moved to 'Completed' in the last 24 hours."

Send Message

Got a different task in mind? Describe it

Send Message

Move candidate cards through the hiring stages

"Move all cards in 'Interview' to 'Offer' for candidates who have a 'Score' field above 80."

Send Message

Send welcome emails for new hire cards

"Check cards in 'Onboarding' and send a welcome email via Gmail to the email address listed in the card."

Send Message

Update employee records based on card data

"Take the 'Start Date' from cards in 'Hired' and update the employee database in my CRM."

Send Message

Flag incomplete onboarding tasks

"Find onboarding cards missing a 'Signed Contract' attachment and notify the HR manager."

Send Message

Archive old recruitment cards

"Move all cards in the 'Rejected' stage to 'Archive' to keep the pipe clean."

Send Message

Got a different task in mind? Describe it

Send Message

Reconcile invoice cards with bank data

"Compare invoice amounts in Pipefy cards against my bank statement and flag discrepancies."

Send Message

Update payment status fields

"Find cards in 'Payment Pending' and update the 'Status' field based on the latest transaction report."

Send Message

Send payment reminders for overdue cards

"Identify cards in 'Awaiting Payment' past the due date and email a reminder to the client."

Send Message

Generate expense reports from card data

"Aggregate expense values from all 'Approved' cards and create a summary report in Google Sheets."

Send Message

Flag high-value invoice cards for review

"Identify any cards with an 'Amount' field over $5,000 and alert the Finance Manager via Slack."

Send Message

Got a different task in mind? Describe it

Send Message

Triage urgent support cards

"Find cards in 'Support' with 'Urgent' priority and notify the lead agent via Slack immediately."

Send Message

Update customer health scores

"Take the 'Usage' data from cards and update the customer health score in my CRM."

Send Message

Follow up on inactive customer cards

"Find cards in 'Renewal' that haven't been touched in 14 days and draft a follow-up email."

Send Message

Consolidate customer feedback cards

"Extract all feedback from cards in 'Customer Voice' and create a weekly summary document."

Send Message

Archive resolved support cards

"Move all cards in 'Resolved' to 'Archive' and send a satisfaction survey email."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Pipefy AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Pipefy AI Agent

🛸 Autopilot

Act on your process updates the moment they happen — with agents on autopilot

The agents work across your apps 24/7.

They catch new card activity, validate data, and trigger follow-up actions before you even notice.

Setting up an autopilot is too easy

New card is created in Pipefy

Describe...

1. Route new requests to the right team member

WhenNew card is created in Pipefy

Then

Read the card content, classify the request type, and assign the card to the appropriate team member based on their current workload.

Put on Autopilot

2. Flag cards missing critical data

WhenCard is moved to a new phase in Pipefy

Then

Check if the phase requires an attachment; if missing, move the card back and notify the owner.

Put on Autopilot

3. Sync new cards to project trackers

WhenNew card is created in Pipefy

Then

Create a corresponding task in Asana for every new card created in the 'Project' pipe.

Put on Autopilot

4. Send daily process status updates

WhenEvery day at 09:00 AM

Then

Summarise all cards moved to 'Done' yesterday and post the report to Slack.

Put on Autopilot

5. Detect potential process bottlenecks

WhenCard is moved to a new phase in Pipefy

Then

Monitor phase duration and alert the manager if a card stays in 'Review' for more than 48 hours.

Put on Autopilot

1. Notify team of new candidate applications

WhenNew card is created in Pipefy

Then

Extract candidate name and role, then post a summary to the #hiring Slack channel.

Put on Autopilot

2. Trigger background checks for new hires

WhenCard is moved to a new phase in Pipefy

Then

When moved to 'Background Check', trigger the API request to your screening provider.

Put on Autopilot

3. Send interview confirmation emails

WhenNew card is created in Pipefy

Then

Read the candidate email from the card and send a confirmation template via Gmail.

Put on Autopilot

4. Archive old job posting cards

WhenEvery Monday at 08:00 AM

Then

Identify cards in 'Closed' older than 30 days and move them to the 'Archive' pipe.

Put on Autopilot

5. Update HR records for new employees

WhenCard is moved to a new phase in Pipefy

Then

When moved to 'Hired', add the employee details to the master Google Sheet.

Put on Autopilot

1. Flag high-value invoices for manager approval

WhenNew card is created in Pipefy

Then

If the card value exceeds $10,000, flag it as 'High Priority' and notify the Finance Director.

Put on Autopilot

2. Sync approved payments to accounting software

WhenCard is moved to a new phase in Pipefy

Then

When moved to 'Paid', create an entry in your accounting app for the invoice amount.

Put on Autopilot

3. Send payment receipt emails

WhenCard is moved to a new phase in Pipefy

Then

When moved to 'Paid', send a receipt email to the client using the contact info in the card.

Put on Autopilot

4. Alert on overdue invoice cards

WhenEvery day at 10:00 AM

Then

Check cards in 'Awaiting Payment' and list any that are past the due date in a Slack alert.

Put on Autopilot

5. Log expense reports automatically

WhenNew card is created in Pipefy

Then

Extract expense data from the card and append it to the monthly expense tracker in Google Sheets.

Put on Autopilot

1. Assign support cards based on expertise

WhenNew card is created in Pipefy

Then

Read the card category and assign it to the agent with the matching expertise tag.

Put on Autopilot

2. Send survey after issue resolution

WhenCard is moved to a new phase in Pipefy

Then

When moved to 'Resolved', send a satisfaction survey link to the customer via email.

Put on Autopilot

3. Flag churn risk customers

WhenCard is moved to a new phase in Pipefy

Then

If a card contains 'Cancel' or 'Churn', flag it and alert the account manager.

Put on Autopilot

4. Update customer contact info

WhenCard is moved to a new phase in Pipefy

Then

When card details change, update the contact info in your CRM.

Put on Autopilot

5. Summarise weekly tickets

WhenEvery Friday at 04:00 PM

Then

Create a summary of all resolved cards this week and email it to the CS lead.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Pipefy

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Vendor Onboarding Playbook

FormCollect data with form

1. Enter Vendor Details

Enter Vendor Details

Fill fields below 👇

Vendor Name *

Tax ID *

Contact Email *

AI AgentExecute agent from playbook

2. Verify Credentials

Agent

Verify {{Tax ID}} for {{Vendor Name}} and check for duplicates.

Complete in a clickSend data to 1500+ apps

3. Create Pipefy Card

Create CardinPipefy

4. Notify Slack

Send MessageinSlack

Vendor Onboarding Playbook

Qualify and register new vendors in one click.

Clone This Playbook

Process Audit Playbook

Review pipe performance and identify delays.

Clone This Playbook

Resource Allocation Playbook

Assign tasks based on team capacity.

Clone This Playbook

Compliance Check Playbook

Ensure cards meet regulatory standards.

Clone This Playbook

Inventory Update Playbook

Sync physical stock with Pipefy records.

Clone This Playbook

Candidate Screening Playbook

Score and filter new applicants.

Clone This Playbook

Onboarding Checklist Playbook

Automate new hire setup.

Clone This Playbook

Performance Review Playbook

Prepare review materials.

Clone This Playbook

Exit Interview Playbook

Process employee departure.

Clone This Playbook

Training Request Playbook

Manage training requests.

Clone This Playbook

Budget Approval Playbook

Review and approve spending.

Clone This Playbook

Invoice Processing Playbook

Match and pay invoices.

Clone This Playbook

Tax Filing Playbook

Prepare tax documents.

Clone This Playbook

Subscription Audit Playbook

Review recurring costs.

Clone This Playbook

Audit Trail Playbook

Generate audit logs.

Clone This Playbook

Ticket Escalation Playbook

Escalate high-priority tickets.

Clone This Playbook

Customer Onboarding Playbook

Guide new customers.

Clone This Playbook

Churn Prevention Playbook

Save at-risk customers.

Clone This Playbook

Feedback Collection Playbook

Gather customer insights.

Clone This Playbook

Renewal Reminder Playbook

Remind customers to renew.

Clone This Playbook

1500+ App Integrations

Connect Pipefy + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Swipe Pages

Manychat

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Raisely

Elastic Email

LeadDyno

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

Wix

You Need A Budget (YNAB)

Accredible Credential

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

BrowserAct

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New card is created in Pipefy

Then

Recurring Work on autopilot

Autopilot

Card Approval Process

Enter card ID

Check card details

Move card to Done

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Pipefy

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Pipefy AI Agent

It is an agent that executes tasks directly in Pipefy. You describe a process, and it moves cards, updates fields, and triggers actions across your apps.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Pipefy

Turn your process bottlenecks into completed results

Clear the cards that have been stuck for over a week

Update field values across multiple cards

Sync card data to Google Sheets for reporting

Identify cards missing required information

Notify stakeholders of card status changes

Got a different task in mind? Describe it

Move candidate cards through the hiring stages

Send welcome emails for new hire cards

Update employee records based on card data

Flag incomplete onboarding tasks

Archive old recruitment cards

Got a different task in mind? Describe it

Reconcile invoice cards with bank data

Update payment status fields

Send payment reminders for overdue cards

Generate expense reports from card data

Flag high-value invoice cards for review

Got a different task in mind? Describe it

Triage urgent support cards

Update customer health scores

Follow up on inactive customer cards

Consolidate customer feedback cards

Archive resolved support cards

Got a different task in mind? Describe it

How Does a Pipefy AI Agent Work

Act on your process updates the moment they happen — with agents on autopilot

1. Route new requests to the right team member

2. Flag cards missing critical data

3. Sync new cards to project trackers

4. Send daily process status updates

5. Detect potential process bottlenecks

1. Notify team of new candidate applications

2. Trigger background checks for new hires

3. Send interview confirmation emails

4. Archive old job posting cards

5. Update HR records for new employees

1. Flag high-value invoices for manager approval

2. Sync approved payments to accounting software

3. Send payment receipt emails

4. Alert on overdue invoice cards

5. Log expense reports automatically

1. Assign support cards based on expertise

2. Send survey after issue resolution

3. Flag churn risk customers

4. Update customer contact info

5. Summarise weekly tickets

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Vendor Onboarding Playbook

Process Audit Playbook

Resource Allocation Playbook

Compliance Check Playbook

Inventory Update Playbook

Candidate Screening Playbook

Onboarding Checklist Playbook

Performance Review Playbook

Exit Interview Playbook

Training Request Playbook

Budget Approval Playbook

Invoice Processing Playbook

Tax Filing Playbook

Subscription Audit Playbook

Audit Trail Playbook

Ticket Escalation Playbook

Customer Onboarding Playbook

Churn Prevention Playbook

Feedback Collection Playbook

Renewal Reminder Playbook

Connect Pipefy + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Pipefy AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Pipefy AI Agent