Pipeline AI

Articles

AI Monthly Limit
Your monthly limit is the ceiling on what Pipeline AI can cost your account — set it once, change it whenever you like, and you're only ever billed for the runs your team actually makes. Introduction Pipeline AI is the one part of Pipeline that...
AI Permissions
Two switches decide who can spend on AI: a master admin turns Pipeline AI on for the account, then chooses who can run AI Create and who can run AI Update. Introduction Every other feature in Pipeline is free to use once you can reach it. Pipel...
AI Runs
Pipeline AI is priced by the run: one pass over one document, one dollar, and only when someone on your team chooses to use it. Introduction Software you pay for by the month has one bill, and after a while you stop thinking about it. Software ...
Budget-Exhausted Pause
When the month's AI spend reaches your limit, Pipeline AI pauses for everyone until the cycle resets or a master admin raises the ceiling. Nothing else about Pipeline changes. Introduction One day the AI options aren't there. Nobody removed the...
Usage Estimator
Before you commit to a number, the Pipeline AI page shows how many AI runs a limit would cover, sized to the plan you're already on. Introduction Picking a budget for something you haven't used yet is guesswork. A figure on a slider tells you n...
Merge on Unassigned
Paperwork for one deal rarely arrives in one file. Combine the pieces into a single document right on the Unassigned page, before any of it is assigned and before you hand it to AI. Introduction A listing packet turns up as five separate emai...
Pipeline AI Activation
Nobody is enrolled in Pipeline AI. It stays off until a master admin turns it on, so until that happens your bill, your team's screens, and the way you work are all exactly as they were. Introduction An announcement lands, or an agent mentions i...
Pipeline AI Create
Upload a signed contract and a filled-in transaction comes back — AI Create does the typing, so you review what Pipeline pulled, add what's missing, and save. Introduction Opening a new file means reading the contract and typing what it says ...
Pipeline AI Notifications
Pipeline reads your document in the background and tells you the moment the result is ready — an in-app notice while you're working, an email when you've stepped away. Introduction An AI run is a wait you aren't meant to sit through. Pipeline t...
Pipeline AI Update
A counter-offer lands, the terms change, and you never retype a field — AI Update reads the new document, shows you what moved and where, and you decide what to apply. Introduction Deals move. A counter-offer shifts the price, an addendum sli...