AI results in days, not months

For people running processes with AI: test and track

What happens when an AI Agent needs to read a lengthy contract, check information in external systems, and apply a calculation rule? This work brings together different tasks. Execution needs capabilities suited to each one, with monitoring and human

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vinicius.pereiraCommunity Manager

For people governing operations: AI with control

As operations grow with new processes and AI Agents, management faces a practical question: how can teams move faster while maintaining control over costs, security, and stability? Choosing models, tracking consumption, and detecting exceptions becom

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vinicius.pereiraCommunity Manager

For people orchestrating processes: see what happens

When process knowledge stays in the head of the person who built it, understanding a connection or investigating a request's path depends on finding that person. With AI Agents acting within the flow, visibility becomes essential to keeping track of

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vinicius.pereiraCommunity Manager

Pipefy Updates: more control as you scale AI

Growing processes, teams that need to work together, and AI Agents taking on more tasks all raise practical questions. What is connected? How does each action happen? Where should control remain? For people already using Pipefy, these questions are p

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published in Pipes and phases

vinicius.pereiraCommunity Manager

Phase SLAs in Pipefy to keep deadlines on track

👤 For process owners and teams handling requests🔐 Phase SLAs available on all plans; automations subject to permissions and plan conditions🎯 For anyone who wants to spot delays at each stage and agree on a response A purchase request has an expected

30

1 day ago

vinicius.pereiraCommunity Manager

published in Fields and forms

How to use conditional fields in Interfaces

👤 For pipe admins and people who design experiences in Interfaces🔐 Field conditionals are available on Business, Enterprise, and Unlimited plans🎯 For anyone planning which questions each process interaction needs One person needs to request equipment

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1 day ago

vinicius.pereiraCommunity Manager

published in Permissions and users

What Portals are and how to use them to create external experiences

👤 For process owners, super admins and company admins🔐 Available on all plans🎯 For anyone organizing incoming external requests with clear guidance and appropriate access A supplier needs to submit documents, finds three links in different conversati

50

2 days ago

vinicius.pereiraCommunity Manager

published in News & Announcements

Pipefy named a Strong Performer in Gartner® Peer Insights™ Voice of the Customer

Recognition powered by the experiences of people who use Pipefy! 💙 We were named a Strong Performer in the 2026 Gartner® Peer Insights™ Voice of the Customer for Business Orchestration and Automation Technologies report. What does Voice of the Custom

60

2 days ago

Adriano MedeirosExplorer

published in Pipefy AI

MCP Pipefy: installation guide and frequently asked questions

👤 For operations teams, pipe admins, and technical teams🔐 Available on All plans🎯 For those who Want to connect an AI assistant to Pipefy or understand how MCP works How to connect Pipefy to the AI assistant your team already uses through t

160

5 days ago

vinicius.pereiraCommunity Manager

published in Fields and forms

When to use a Phase Form in Pipefy

👤 For pipe admins and people who design processes🔐 Available on all plans. Conditionals require Business, Enterprise, or Unlimited🎯 For anyone deciding how each participant should provide information during a process stage A request is already mov

60

6 days ago

Show more activity

diegoaziNew Member

Curso de Pipefy Integration Platform - iPaaS

I am having some problem when I starting the 'Curso de Pipefy Integration Platform - iPaaS' training. When I click on it in the Academy, it shows up with no content. Are you guys experiencing the same issue?

381

rlima-stefaniniNew Member

Interface: Apply Conditional field

Hello everyone!!! A good question to you masters of Pipefy:Is it possible to create conditionals similar Phase Fields or StartForm Fields on Interfaces? Thx

731

Paulo RibasPipefy Staff

Backups

How can we get a backup of whole documents we upload to the platform time to time as an offline backup? In the same way, about the info, can we get a backup of that?

8986

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BlueWindSupplyChainExplorer

Import Data into Cards Already Created

Hello, I am attempting to use the Importer App to add data into Cards that are already Created. I have two columns - A - the Card ID of the Card made and - B - the numbers I wish to be added into a field that exists in the Pipefy phases. Please HELP

2544

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carlos-btcExplorer

A connected field has been deleted. How do I "clear" references to a deleted connected field?

I had a connected field that was accidentally deleted, and because of this, all references to this deleted field in the connected cards are still appearing.I can't delete these references to the deleted connected field.Does anyone know how to "clean

932

JohnReyNew Member

Looking for a better way to handle appointment scheduling and follow-ups in Pipefy

Hi everyone,I am exploring ways to improve an appointment management process and wanted to get some ideas from the community.Currently, I deal with NBI appointment requests where people select their preferred schedule, but sometimes they need to resc

901

carlos-galvaoNew Member

Dynamic fields - line breaks + data information

I created a shopping cart function by inserting a pipe within another, allowing me to create a CARD with multiple items from a database. However, when I retrieve the item information from a dynamic field, they all appear on the same line. Is it possi

841

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Tahir Mehmood KhokharNew Member

How do you keep Pipefy automations manageable as your process grows?

Hi everyone,I've been using Pipefy for a few months, and as we've added more phases, fields, and automations, I'm starting to feel like our workflow is getting harder to maintain.At first everything was pretty straightforward, but now we have several

1312

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jorge-saitoExplorer

Filter cards using these conditions:

We're having a problem:Some fields available on the cards aren't appearing as filter options.How can we make this field appear so we can filter?orWhy isn't the field displayed? Is there a rule or condition required to display it as a filter item?If a

1702

5 months ago

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Letras DiferentesNew Member