Hi everyone,
I’m working on setting up a complex approval process in Pipefy that involves multiple departments and sequential approvals. Has anyone here implemented a similar workflow? What are some best practices or tips for automating and streamlining these kinds of multi-step approval processes in Pipefy?
I’m particularly interested in how to manage dependencies between approvals and ensure nothing slips through the cracks.
Looking forward to your insights!
Best answer by Lucas Democh
The easiest and safest way to do this is to create a Pipe with several phases, with each phase being a step in your approval process.
You create an automatic association of the phase to a specific user and add users with restricted view, so that each user will only be able to see and interact with the cards for which they are responsible.
This way, you can also track how many cards are in each phase or person responsible and how long on average a card remains stuck in each approval stage.
Of course, you can add several layers of complexity, creating child cards for each approver, creating automations to send approval requests via email, Slack or other tools, etc.
Best regards!
+15The easiest and safest way to do this is to create a Pipe with several phases, with each phase being a step in your approval process.
You create an automatic association of the phase to a specific user and add users with restricted view, so that each user will only be able to see and interact with the cards for which they are responsible.
This way, you can also track how many cards are in each phase or person responsible and how long on average a card remains stuck in each approval stage.
Of course, you can add several layers of complexity, creating child cards for each approver, creating automations to send approval requests via email, Slack or other tools, etc.
Best regards!
Hi everyone,
I’m working on setting up a complex approval process in Pipefy that involves multiple departments and sequential approvals. Has anyone here implemented a similar workflow then go to https://plancul.app/rouen/? What are some best practices or tips for automating and streamlining these kinds of multi-step approval processes in Pipefy?
I’m particularly interested in how to manage dependencies between approvals and ensure nothing slips through the cracks.
Looking forward to your insights!
To manage a multi-step approval process in Pipefy, you can set up automations and conditional rules that trigger specific actions based on previous approvals. Use the "Approval" automation to notify approvers and ensure they receive reminders. Dependencies can be managed by assigning tasks to specific departments, ensuring each department only starts when the previous one is completed. Best practices include clear instructions for approvers, deadline management, and using Pipefy’s visual process builder to map out each step in the workflow.
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