Tarification

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.

Resultat:

Save valuable time by eliminating repetitive administrative tasks and ensure data consistency across your Pipefy workflows.

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.

Les principaux impacts négatifs :

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.

AVANT / APRÈS

Ce qui change avec 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

ÉTAPE 1 : Define your agent in Swiftask

Configure an AI agent dedicated to managing your workflows in Swiftask. Determine trigger rules for card creation.

ÉTAPE 2 : Link your Pipefy account

Connect Pipefy to Swiftask securely. Select the target pipe and phase for the automated card creation.

ÉTAPE 3 : Map source data

Configure the agent to extract necessary information from your sources (emails, forms, API) and map them to Pipefy fields.

ÉTAPE 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.

Connecteur cible : L'agent exécute les bonnes actions dans pipefy selon le contexte de l'événement.
Actions automatisées : 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.
Gouvernance native : All automated creations are tracked in Swiftask, allowing you to audit the workflow at any time.

Chaque action est contextualisée et exécutée automatiquement au bon moment.

Chaque agent Swiftask utilise une identité dédiée (ex. agent-pipefy@swiftask.ai ). Vous gardez une visibilité complète sur chaque action et chaque message envoyé.

À retenir : L'agent automatise les décisions répétitives et laisse à vos équipes les actions à forte valeur.

Strategic advantages of automation

1. Guaranteed data accuracy

AI extracts information without entry errors, ensuring your Pipefy cards are always complete and actionable.

2. Accelerated work cycle

Reducing latency between request and card creation allows processes to start instantly.

3. Process standardization

Each card is created with the same structure, ensuring perfect consistency in your pipes and simplifying tracking.

4. Operational scalability

Handle increasing request volumes without needing to grow your administrative teams.

5. 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 applique des standards de sécurité enterprise pour vos automatisations pipefy.

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.

Pour aller plus loin sur la conformité, consultez la page gouvernance Swiftask et ses détails d'architecture de sécurité.

RÉSULTATS

Measurable impact on your processes

Métrique	Avant	Après
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

Passez à l'action avec pipefy

Save valuable time by eliminating repetitive administrative tasks and ensure data consistency across your Pipefy workflows.

Pilotez vos transitions de phases Pipefy automatiquement par IA

Cas d'usage suivant.