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Question

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

  • June 11, 2026
  • 1 reply
  • 5 views

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 automation rules that depend on each other, and it's becoming difficult to remember why certain actions are triggered. Making even a small change feels a bit risky because I'm worried it could affect another part of the process.

For those of you managing more complex pipes:

  • Do you have a naming convention or documentation strategy for automations?
  • Have you ever reorganized a pipe because it became too complicated?
  • Is it better to keep everything in one pipe, or split larger workflows into multiple connected pipes?

I'd love to hear how more experienced users keep their Pipefy setup organized as it grows.

1 reply

vicente-lemes
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What I did was use GraphQL to export every condition, automation, connection and field attribute in a Pipe.

Then I used ClaudeAI to help me create a documentation for everything.