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How It Works

From sign-up to automation in minutes

Pipeworks sits between your AI and your business tools. You stay in control of what it can access, who can use it, and what happens.

Overview

The big picture

Pipeworks gives your AI the ability to work with your business tools — safely, with your permission, and with full visibility.

You connect your tools

Link your Stripe, Google Ads, Calendly, or any of our supported services. Just enter your credentials — we encrypt and store them securely.

Your AI gets access

Give your AI assistant a single connection URL. Sign in through Pipeworks when prompted — your AI can now read data, take actions, and automate across all your connected services.

You stay in control

See every action your AI takes. Control exactly which tools it can use. Revoke access in one click if something doesn't look right.

Getting Started

Four steps to get going

Most people are up and running in under 10 minutes.

1

Create your workspace

Sign up with email or Google. Then create a workspace — this is your team's home on Pipeworks.

  • Choose a name and URL for your workspace
  • Pick your business type for tailored recommendations
  • You're the owner — full control from day one
2

Connect your services

Browse the integration catalog and connect the services your business uses. Just enter your credentials.

  • 26 services available (Stripe, Google Ads, Calendly, and more)
  • Credentials are encrypted the moment you enter them
  • Each service starts running in its own secure environment
3

Set up your AI

Paste your Pipeworks URL into Claude, ChatGPT, or any compatible AI. Sign in when prompted — that's it.

  • Works with Claude, ChatGPT, and any compatible AI
  • OAuth sign-in means no keys to manage for most setups
  • Or use an access key for programmatic and server-to-server access
4

Invite your team

Add team members with the right level of access. Everyone gets exactly what they need — nothing more.

  • Assign specific services to each person
  • Set read-only or full access per person
  • Each person gets their own access key

Workspaces

Your workspace is your home base

A workspace is where your team, integrations, and settings all live. Everything is organized in one place.

One workspace per business

Each workspace has its own integrations, team members, access keys, and activity logs. Everything is completely separate and private.

Built for your business type

During setup, you tell us what kind of business you run. We recommend the integrations that matter most for your industry.

Your own dashboard

See how your integrations are performing at a glance. Which services are active, how many actions are happening, and if anything needs attention.

Analytics built in

Track usage over time — by integration, by team member, by tool. Know exactly what's happening and spot trends before they become problems.

Team Roles

Everyone gets the right access

Three roles keep things simple. The owner runs the show, admins help manage, and members use what they're given.

Owner

The person who created the workspace. Full control over everything.

  • -Connect and manage all integrations
  • -Invite team members and set their roles
  • -Create workspace-wide access keys
  • -See all activity across the workspace

Admin

Trusted team members who help manage day-to-day operations.

  • -Access all integrations
  • -Invite and manage members
  • -Set up permissions for others
  • -Create their own personal access key

Member

Team members who use the integrations assigned to them.

  • -Use only assigned integrations
  • -Limited to allowed actions (read-only or full)
  • -Create their own personal access key
  • -View their own usage and activity

Access Keys

Connecting your AI is simple

Most AI assistants connect via OAuth — just paste your URL and sign in. Access keys are available for programmatic and server-to-server access.

Personal key

Every team member gets their own personal access key. Activity is tracked back to the individual, so you always know who did what.

Works across all integrations the person has access to.

Workspace key

Owners can create a shared workspace key for automations and background tasks. One key that works with every connected service.

Ideal for automated workflows that don't belong to a specific person.

Keys can be regenerated or revoked instantly. If something goes wrong, cut access in one click — your AI immediately loses the ability to use your tools.

Permissions

Fine-grained control over every action

677 individual actions across 26 services. You choose exactly which ones are allowed.

Quick presets

Set an integration to 'read-only' with one click. Your AI can look at data but can't change, create, or delete anything.

Per-tool control

Need more precision? Disable specific actions for specific people. Let someone create invoices but not delete them, for example.

Server-enforced

Permissions aren't suggestions — they're enforced on our servers. Even if someone finds a workaround, the restriction holds.

Security is built in, not bolted on

Your credentials are encrypted with bank-grade encryption. Each service runs in its own isolated environment. Every action is logged and traceable. And if something goes wrong, our systems detect and recover automatically.

Learn about our security →

Ready to see it in action?

Create your workspace and connect your first service in under 5 minutes.

Start Free Trial