Your policy, enforced on every request
Your team submits a request and its documents in the web app. Agents check it against your policy and decide, or escalate it.
Every request in one card, with all it needs
Each request opens as a card with the fields your process needs, a checklist of tasks and every file attached. Your team sees the data, the progress and the history without leaving the card.
- Custom fields for each process
- A checklist of tasks with their status
- Files kept with the request, ready to open
An agent for each process, set up in minutes
Pick a persona, write your rules in plain language and choose where approved and rejected requests go. You decide how far each agent acts on its own, from only recommending to deciding.
- Personas that balance cost and depth
- Rules written in plain language, no code
- Autonomy from recommending to deciding
Receive requests through public or private forms
Build a form for each process and share it by public link or keep it internal. Whoever submits follows every step on a tracking portal, without having to ask your team for updates.
- Public links for customers and vendors
- Private forms for your own team
- A tracking portal for every requester
Documents read and checked automatically
The Document Agent reads every attachment and cross-checks it against what was submitted, so nobody on your team retypes a document again.
- Vendor, date, amount and other key fields extracted
- Mismatches with the request flagged
- Missing or unreadable documents caught early
Your policies, written once and applied to every request
Each pipeline has its own policies, written in plain language: approval limits, budgets, vendors, required documents. Edit a rule and the agents apply it to the next request, with every version saved.
- Policies organized by pipeline
- Rules written in plain language
- Versions saved for every change
Every step stays on record
Every check and decision is logged, whether an agent or a person made it, so an audit is a search, not a project.
- A timeline of every check and decision
- Who decided, and based on which rule
- Ready whenever managers or auditors ask
Four agents, one review.
Each agent handles one part of the review. Every request passes through all four before a decision is made, and you can see what each one did.
Policy Agent
Reads your rules
Turns your written policy into the criteria every request is checked against, and updates them as soon as you edit the policy.
Document Agent
Reads documents & files
Reads invoices, receipts, quotes and other attachments, extracts the key fields, and flags anything missing or unreadable.
Decision Agent
Approves or rejects
Applies your criteria to the request and its documents, approves or rejects, and records the reason behind the call.
Escalation Agent
Flags exceptions
Sends anything outside policy, or anything it isn't sure about, to the right person on your team with full context.
What our customers say
“We went live with Octapipe in one month, across our six distribution centers. Purchase approvals that used to take days now take hours, and purchasing got 80% faster. From the first quote to the final approval everything is traceable, and the data goes straight into Power BI.”
Thiago C.Purchasing Coordinator
“We moved 90 licenses from another tool to Octapipe, and it was one of the best decisions we made for operations. Shipments and restocking now run in one flow, connected to Shopify and to finance, and our operation got 45% faster. Every team sees the same thing at the same time.”
Frederico R.Head of Operations
“Every launch means kits for influencers, partners and campaigns that have to arrive on time. With Octapipe connected to Shopify, we track every kit and shipment in one place, and our campaigns now run 22% faster. Nothing slips through, and partnerships stay on schedule.”
Jedeson C.Head of OperationsSee your own policy at work
Describe your first process and let the agents review its requests today.