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Good morning,I would like to provide some feedback and would appreciate a response regarding the receipt of this request, specifically whether or not an implementation will occur.We have been using Pipe for years and find it to be an incredible tool, which we use in a super versatile way.There is a very good function to create PDFs with dynamic fields. The feedback would be regarding this function.It is not possible to attach files to the PDF, and this would be an incredible feature, because it would allow us to generate reports.Example: I own a solar energy installation service company. My technical team uses another software to generate reports that include photos. I could program this in Pipe, which would be much better if I could create dynamic attachment fields that would be inserted into the PDF.I am sure this can be implemented, and as a user, I see that it would be a significant improvement. It opens doors for many new possibilities to work with Pipe, which, from our point of v

17 hours ago

fernanda.cunhaEducation Team

Events and Recordings

How Finance Teams Are Using Pipefy AI to Automate, Analyze, and Optimize Workflows — Lessons from the Masterclass

How Finance Teams Are Using Pipefy AI to Automate, Analyze, and Optimize Workflows — Lessons from the Masterclass The pressure on finance teams is growing. From invoice validation to budget tracking, finance professionals face increasing demands to execute with speed, accuracy, and insight — all while managing high volumes of repetitive tasks. The Pipefy AI for Finance Masterclass brought a clear message: artificial intelligence isn’t a luxury for finance anymore — it’s essential.Here’s how Pipefy AI is helping teams redefine their operations with automation and intelligence. 🔍 The Challenge: Repetition, Errors, and Lack of Visibility Many finance teams are stuck in inefficient cycles. They manually validate receipts, check compliance, update spreadsheets, and respond to status inquiries from employees. These tasks aren’t just time-consuming — they’re prone to human error and slow down the entire organization.During the session, Pipefy’s product experts highlighted exactly how these i

20 hours ago

Victor CarvalhoNew Member

API

API - Sharepoint > Workato > Pipefy

I need to connect a SharePoint spreadsheet to Pipefy via Workato. I have already created the connections, but when creating the SharePoint Recipe I cannot find the Excel file via URL. Has anyone made this connection?

1 day ago

DTreinExplorer

Ask the Community

Cancelar ou excluir E-mail enviado via SMTP

Boa tardeMe deparei com uma nova situação que não havia passado….Numa determinada fase de um pipe, é feito o envio de um template de e-mail para um destinatário específico.Porém, houve um erro no cadastro de e-mail deste destinatário e o e-mail foi disparado via SMTP acessando nosso servidor office365.Existe uma forma de cancelar este tipo de emissão? Pelo Office365 ele pede para acessar nos itens enviados, porém o email enviado pelo Pipefy não fica na caixa de itens enviados!Alguma sugestão para cancelar?

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1 day ago

fernanda.cunhaEducation Team

Events and Recordings

Como o Time Financeiro Pode Ganhar Eficiência com Pipefy AI: Guia Prático da Masterclass 💸

Como o Time Financeiro Pode Ganhar Eficiência com Pipefy AI: Guia Prático da Masterclass 💸 Processos financeiros muitas vezes são burocráticos, cheios de regras e suscetíveis a erros humanos. A Masterclass "Pipefy AI para Financeiro" mostrou como a automação inteligente pode ser um divisor de águas para times que buscam eficiência.🔎 O desafio:Times financeiros enfrentam tarefas repetitivas e alto volume de documentos (notas fiscais, recibos, relatórios). Isso gera lentidão, retrabalho e insegurança.🧠 A solução apresentada:Durante o evento, demonstramos como o Pipefy AI:Cria processos de análise e validação de notas com base em regras (como datas e valores). Extrai e preenche automaticamente campos do formulário com dados do documento. Informa status e andamento de solicitações por meio de chatbot. Analisa indicadores de performance usando copiloto analítico. 🎯 Benefícios práticos:✅ Economia de tempo com automações precisas.✅ Redução de erros e retrabalho.✅ Visibilidade total

1 day ago

catherinebennettNew Member

IT Operations

Automating User Access Requests with Pipefy

HelloManaging user access requests efficiently is a key challenge in IT operations. Our team is considering using Pipefy to streamline approvals for new user accounts; permission changes & offboarding. However, we’re facing challenges in setting up conditional workflows where approvals vary based on role and department. Has anyone successfully implemented this?🙃Additionally, we’d like to integrate Pipefy with our existing identity management system (e.g., Okta, AD, or Google Workspace) to auto-provision access once requests are approved.🙁 What are the best approaches for this, and are there any potential pitfalls to watch out for? Any guidance or templates would be greatly appreciated!For reference, I checked Pipefy’s automation documentation, but I’d love to hear real-world implementations. Thank you !!

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2 days ago

Felipe AlvesEnterprise Support Analytics

🛡️ Send Emails More Securely: Mandatory Change for Microsoft SMTP

An important update has just been released to ensure greater security and continuity in email delivery via Pipefy. Microsoft has announced the end of support for basic authentication (username and password) for SMTP servers — and this change directly impacts users who rely on providers like smtp.office365.com and smtp-mail.outlook.com. 📩 What’s changing in practice?If your company uses Microsoft’s server as the primary SMTP, you will need to update your current configuration. The new connection method is more modern and secure, and it prevents any disruption to your email delivery through the platform. 🔄 How to apply the new configuration Go to the “Email Settings” menu in Pipefy’s admin panel. Remove the current SMTP server if it's configured with smtp.office365.com or smtp-mail.outlook.com. Reconnect using the “Connect with Microsoft” button — this option uses a modern authentication method that complies with Microsoft’s new requirements. 🔐 This change is mandatory and follows

120

2 days ago

Felipe AlvesEnterprise Support Analytics

🛡️ Envio de e-mails com mais segurança: Mudança obrigatória no SMTP Microsoft

Uma atualização importante acaba de chegar para garantir mais segurança e continuidade no envio de e-mails via Pipefy. A Microsoft anunciou o fim do suporte à autenticação básica (usuário e senha) para servidores SMTP — e essa mudança impacta diretamente usuários que utilizam provedores como smtp.office365.com e smtp-mail.outlook.com. 📩 O que muda na prática?Se sua empresa utiliza o servidor da Microsoft como SMTP principal, será necessário atualizar sua configuração atual. A nova forma de conexão é mais moderna e segura, e evita que o envio de e-mails pela plataforma seja interrompido. 🔄 Como aplicar a nova configuraçãoAcesse o menu “Configurações de Email” no painel administrativo do Pipefy. Remova o servidor SMTP atual se ele estiver configurado com smtp.office365.com ou smtp-mail.outlook.com. Conecte-se novamente usando o botão “Conectar com a Microsoft” — essa opção utiliza um método de autenticação moderno compatível com os novos requisitos da Microsoft. 🔐 A mudança é ob

2 days ago

fernanda.cunhaEducation Team

Events and Recordings

How AI with Pipefy is Enabling Smarter, Faster HR Operations 🧠

How AI with Pipefy is Enabling Smarter, Faster HR Operations 🧠 In our recent Masterclass, “AI with Pipefy,” we dove into the transformative potential of artificial intelligence in Human Resources — showcasing how organizations can optimize recruitment, employee services, and administrative tasks through automation and AI-driven insights.Here’s what we covered:🚩 Why many AI initiatives in HR fail — and how to ensure successDespite growing interest, research shows that 52% of AI projects never make it to production. Our experts discussed how to overcome common pitfalls by starting with proven use cases, collaborating across teams, and selecting intuitive, easy-to-adopt tools.⚙️ How Pipefy’s AI suite transforms HR processesAI Automation Engine: Automatically extracts and processes candidate data from resumes, validates information, and accelerates decision-making. AI Co-pilot: Builds recruitment workflows through simple prompts, eliminating manual setup and ensuring best-practice desi

3 days ago

ManuSanchesInspiring

Bar Dashboard OrderNew

It would be nice if we could organize bar dashboards by fases as they are on the kanban. Here I can only organize by amount of cards, current fase in alphabetical order or creation date.

3 days ago

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