Swiftask extracts and summarizes key information from your Pipefy cards. Transform your workflows into clear, actionable reports, automatically.
Result:
Save hours of manual analysis and make data-driven decisions in real time.
Manual Pipefy process analysis slows down your growth
Your teams waste valuable time manually compiling data scattered across dozens of Pipefy cards. This tedious work of extraction and synthesis prevents your staff from focusing on strategic analysis and high-impact problem solving.
Main negative impacts:
Swiftask automates the synthesis of your Pipefy data. Using AI, the system reads your cards, extracts relevant metadata, and generates structured, ready-to-use summaries as soon as a stage is reached.
BEFORE / AFTER
What changes with Swiftask
Traditional synthesis process
A manager must open every Pipefy card, copy information into a spreadsheet, clean the data, and write a weekly report. This process is slow, repetitive, and often outdated as soon as it's finished.
Swiftask automated synthesis
As soon as a card reaches a specific phase in Pipefy, the Swiftask AI agent analyzes the content, synthesizes blockers or accomplishments, and sends a structured report via email or Slack. Information is available immediately.
Optimize your Pipefy data in 4 simple steps
STEP 1 : Connect Pipefy to Swiftask
Link your Pipefy account to Swiftask via our secure connector. Define the pipelines and phases to monitor.
STEP 2 : Define your synthesis criteria
Teach the AI what to extract: performance indicators, customer feedback, or specific blockers.
STEP 3 : Configure the trigger
Choose when the AI should act: at card closing, upon phase change, or on a scheduled basis.
STEP 4 : Automate distribution
Choose the output format: automatic email summary, dashboard update, or push notification.
Advanced data analysis capabilities
The AI agent analyzes text content, custom fields, and activity history within your Pipefy cards to identify performance patterns.
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.
Why automate your data synthesis
1. Massive operational time savings
Eliminate copy-paste and manual reporting tasks for your teams.
2. Fact-based decisions
Access precise synthesis reports, updated in real time without human intervention.
3. Reporting standardization
Every summary follows the structure you defined, ensuring perfect consistency across all projects.
4. No-code deployment
No development skills are required to connect Pipefy and configure your synthesis agents.
5. Total scalability
Manage thousands of Pipefy cards with the same ease; the AI never gets tired.
Security and data privacy
Swiftask applies enterprise-grade security standards for your pipefy automations.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your productivity
| Metric | Before | After |
|---|---|---|
| Reporting time | 5 hours / week | 0 hours (automated) |
| Data accuracy | Human error risk | 100% reliability |
| Time to insight | Several days | Instantaneous |
| IT burden | Development required | Autonomous setup |
Take action with pipefy
Save hours of manual analysis and make data-driven decisions in real time.