Automatically create Pipefy cards with the power of AI
Swiftask connects your AI agents to Pipefy to automate new card creation. Your processes start instantly, with zero manual data entry.
Result:
Save valuable time by eliminating repetitive administrative tasks and ensure data consistency across your Pipefy workflows.
AI Agents
pipefy
Connector pipefy · Secure OAuth 2.0
Manual data entry in Pipefy slows down your daily operations
Manually creating cards in Pipefy is a major source of friction. Between incoming emails, external forms, and scattered notifications, your teams waste precious time copying and pasting information just to kick off a process.
Main negative impacts:
High risk of entry errors
Manually transferring data between tools and Pipefy increases the risk of errors, leading to incomplete or incorrect cards from the start.
Loss of operational reactivity
The delay between receiving a request and creating a card in Pipefy slows down actual work and frustrates your clients or partners.
Cognitive overload for teams
Your talented staff is bogged down by low-value data entry tasks instead of focusing on executing core business processes.
Swiftask allows your AI agents to monitor your information sources and automatically create Pipefy cards as soon as a criterion is met, ensuring immediate and error-free execution.
BEFORE / AFTER
What changes with Swiftask
Traditional management
A client sends a request via email. A team member must read the email, open Pipefy, create a new card, manually copy every field, then confirm receipt. The process is slow, repetitive, and prone to oversight.
Automation with Swiftask
Upon receiving the email, the Swiftask AI agent analyzes the content, extracts relevant data, and instantly creates the card in the correct Pipefy pipe. The process starts in seconds, with zero human intervention.
Deploying your Pipefy automation in 4 steps
1
STEP 1 : Define your agent in Swiftask
Configure an AI agent dedicated to managing your workflows in Swiftask. Determine trigger rules for card creation.
2
STEP 2 : Link your Pipefy account
Connect Pipefy to Swiftask securely. Select the target pipe and phase for the automated card creation.
3
STEP 3 : Map source data
Configure the agent to extract necessary information from your sources (emails, forms, API) and map them to Pipefy fields.
4
STEP 4 : Launch automation
Activate the agent to process incoming items in real time. Monitor successful creations via the Swiftask activity log.
Intelligent capabilities for your Pipefy workflows
The AI agent analyzes incoming data context to prioritize cards, assign the right owners, or set deadlines automatically.
- Target connector: The agent performs the right actions in pipefy based on event context.
- Automated actions: Create cards with dynamically filled custom fields. Attach files or notes to created cards. Trigger actions based on input content. Update existing cards if a request is already in progress.
- Native governance: All automated creations are tracked in Swiftask, allowing you to audit the workflow at any time.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-pipefy@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Strategic advantages of automation
Guaranteed data accuracy
AI extracts information without entry errors, ensuring your Pipefy cards are always complete and actionable.
Accelerated work cycle
Reducing latency between request and card creation allows processes to start instantly.
Process standardization
Each card is created with the same structure, ensuring perfect consistency in your pipes and simplifying tracking.
Operational scalability
Handle increasing request volumes without needing to grow your administrative teams.
Focus on high-value work
Your teams are freed from data entry tasks to focus on problem-solving and customer satisfaction.
Data security and governance
Swiftask applies enterprise-grade security standards for your pipefy automations.
- Secure integration: The connection to Pipefy uses robust authentication protocols, ensuring the integrity of your access.
- Granular control: Precisely define your AI agent's permissions to limit its actions to only necessary pipes.
- Full traceability: Every card created by AI is logged with a full history, facilitating compliance audits.
- Secure no-code architecture: Swiftask centralizes automations without exposing your sensitive data to unauthorized third parties.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your processes
| Metric | Before | After |
|---|---|---|
| Card creation time | 5 to 10 minutes (manual) | Under 5 seconds (automated) |
| Data entry error rate | 10% to 15% | 0% (AI normalization) |
| Manual task volume | High (daily) | None |
| Client reactivity | Variable delay | Real-time |
Take action with pipefy
Save valuable time by eliminating repetitive administrative tasks and ensure data consistency across your Pipefy workflows.