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Question

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

  • June 11, 2026
  • 2 replies
  • 15 views
T

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.

      2 replies

      vicente-lemes
      Forum|alt.badge.img+11

      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.

      Vicente Lemes
        T

        That's a really interesting approach. Exporting everything with GraphQL first and then using an AI tool to create documentation sounds much more reliable than trying to keep track of automation logic manually.

        I like the idea because it gives you something you can review before making changes instead of relying on memory. I've run into a similar situation outside of Pipefy as well. For example, when I'm organizing content and updates related to Stick War: Legacy for stickwarmods, keeping notes about what changed and why has made it much easier to avoid confusion later. While it's a different type of project, the same principle applies—once there are multiple dependencies, having clear documentation makes future changes much less risky.

        Thanks for sharing your workflow. I'll definitely look into trying this approach.

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