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Question

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

  • July 12, 2026
  • 0 replies
  • 8 views

JohnRey

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 reschedule, update information, or miss some required steps before their appointment.

Managing all these updates manually is getting harder because it becomes difficult to track which requests are pending, confirmed, waiting for action, or already completed.

I was thinking about creating a Pipefy workflow with different stages for each step and adding automatic reminders for follow-ups.

Has anyone created a similar appointment workflow in Pipefy?

What setup or automations worked well for you to reduce missed appointments and keep the process organized?