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Hi guys / @claudia-bar , @thassia, @marcosmelo , @amanda-dianni are we able to change phases via the email alone?  For instance the CEOs of the company will not have time to go in the app & would like to either approve or reject request on the email (email will have the relevant information to make informed decision), which will move the card to the next phase.

Yes I approved and submitted

Thank you @thassia for comprehensively helping me build the automation.  Much appreciated!!!!

Thank you @thassia for comprehensively helping me build the automation.  Much appreciated!!!!

I’m glad to help 😊

Hi TMZ 

I was talking about Pipefy IA. In this case Copilot for Microsoft 365 can’t do nothing.

When the Pipefy received an email, you must check the answer, that could be approved or not approved physiotherapy marketing agency.

The Pipefy check this and you automation will run accordingly with your rules. @thassia suggest you to consider use other integrations tools like Workato. I think that could be helpful.

Good luck.

It depends on the platform you're using. Some project management systems support email integrations that allow phase changes via email responses. If your system has this feature, the email can include options to approve or reject, and the system will automatically move the card to the next phase. You may need to check with your platform's support or documentation to confirm if this feature is available and how to set it up.

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