Find your Pipefy cards instantly with semantic search
Swiftask understands the meaning of your processes. Query your Pipefy cards in natural language and get the precise information you need, without manual searching.
Result:
Save valuable time and eliminate the frustration of hunting for information scattered across your pipelines.
AI Agents
pipefy
Connector pipefy · Secure OAuth 2.0
Standard search in Pipefy limits your efficiency
Standard keyword searching in Pipefy often fails when it comes to finding specific dossiers or contextual information. If you don't know the exact term, you waste time navigating through phases or opening dozens of cards.
Main negative impacts:
Productivity loss
Searching for specific information can take several minutes, disrupting your workflow and focus.
Unfindable information
Critical data remains buried in old or poorly named cards, making decision-making complex.
Cognitive overload
Difficulty accessing data creates constant friction for your operational teams.
Swiftask uses AI to index and understand the content of your Pipefy cards. Ask your question in natural language, and our semantic engine identifies relevant cards, regardless of the vocabulary used.
BEFORE / AFTER
What changes with Swiftask
Standard Pipefy search
You are looking for a specific client file. You type an approximate keyword, get 50 unsorted results, and have to open each card one by one to verify if it contains the right information.
Swiftask semantic search
You ask: 'What is the status of the renewal file for client X?'. Swiftask analyzes the meaning of your query and displays the 3 most relevant cards directly with a summary of the content.
Activate AI search on your Pipefy processes
1
STEP 1 : Connect your Pipefy instance
Link your Pipefy account to Swiftask in a few clicks via secure API.
2
STEP 2 : Intelligent card indexing
Swiftask automatically analyzes and indexes fields, comments, and attachments in your cards.
3
STEP 3 : Natural language querying
Ask your questions directly in the Swiftask interface to query Pipefy.
4
STEP 4 : Direct access to results
Get immediate access to the cards identified as relevant by the AI.
Advanced search capabilities
Our engine analyzes context, data relationships, and the deep textual content of Pipefy cards.
- Target connector: The agent performs the right actions in pipefy based on event context.
- Automated actions: Multi-pipeline search. Understanding the intent behind the query. Intelligent filtering by phase or date. Automatic summary of the found card's content.
- Native governance: Semantic search strictly respects your access permissions defined in Pipefy.
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.
AI benefits for your operations
Operational time saving
Drastically reduce the time spent searching for information.
Rapid decision making
Access necessary data without delay.
Intuitive usage
No need to know the exact nomenclature of cards.
Guaranteed security
Your data remains private and accessible only according to your rights.
Data utilization
Finally leverage the full history of your processes.
Pipefy data security
Swiftask applies enterprise-grade security standards for your pipefy automations.
- API Authentication: Secure connection via Pipefy API token.
- Respect of permissions: AI only reads what you are allowed to see.
- Confidentiality: Your data is not used to train public models.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your productivity
| Metric | Before | After |
|---|---|---|
| Search time | Several minutes | A few seconds |
| Search success rate | Uncertain (keywords) | > 95% (semantic) |
Take action with pipefy
Save valuable time and eliminate the frustration of hunting for information scattered across your pipelines.