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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.

Resultat:

Save valuable time and eliminate the frustration of hunting for information scattered across your pipelines.

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.

Les principaux impacts négatifs :

  • 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.

AVANT / APRÈS

Ce qui change avec 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

ÉTAPE 1 : Connect your Pipefy instance

Link your Pipefy account to Swiftask in a few clicks via secure API.

ÉTAPE 2 : Intelligent card indexing

Swiftask automatically analyzes and indexes fields, comments, and attachments in your cards.

ÉTAPE 3 : Natural language querying

Ask your questions directly in the Swiftask interface to query Pipefy.

ÉTAPE 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.

  • Connecteur cible : L'agent exécute les bonnes actions dans pipefy selon le contexte de l'événement.
  • Actions automatisées : Multi-pipeline search. Understanding the intent behind the query. Intelligent filtering by phase or date. Automatic summary of the found card's content.
  • Gouvernance native : Semantic search strictly respects your access permissions defined in Pipefy.

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.

AI benefits for your operations

1. Operational time saving

Drastically reduce the time spent searching for information.

2. Rapid decision making

Access necessary data without delay.

3. Intuitive usage

No need to know the exact nomenclature of cards.

4. Guaranteed security

Your data remains private and accessible only according to your rights.

5. Data utilization

Finally leverage the full history of your processes.

Pipefy data security

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

  • 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.

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

RÉSULTATS

Impact on your productivity

MétriqueAvantAprès
Search timeSeveral minutesA few seconds
Search success rateUncertain (keywords)> 95% (semantic)

Passez à l'action avec pipefy

Save valuable time and eliminate the frustration of hunting for information scattered across your pipelines.

Maîtrisez vos engagements SLA dans Pipefy grâce à l'IA

Cas d'usage suivant.