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The Best Ways to Automate Pipefy Workflow Approvals

  • September 19, 2024
  • 2 replies
  • 91 views

jarethdf

Hello everyone,

I am working on setting up a new workflow in Pipefy & I want advice on the best practices for automating approval processes. I need to ensure that our approval system is both efficient and scalable as our team grows.

What is the best way to structure approval steps for multiple stakeholders? Should I use conditional logic to streamline the process??

How can I configure notifications to ensure timely responses from approvers without causing notification fatigue?

Are there effective strategies for managing delays or rejections? How can I automate escalations to ensure critical approvals do not fall through the cracks??

As well, I found these resources when doing research on this; https://community.pipefy.com/ask-the-community-43/best-practices-for-automating-multi-step-approval-msbi-vs-power-biprocesses-in-pipefy-4074

if anyone have any resources, tutorials or personal experiences please share with me, It would be greatly appreciated!!


Thank you...😊

2 replies

marcosmelo
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  • Pipefy Legend
  • 1465 replies
  • September 20, 2024

  • New Member
  • 15 replies
  • March 13, 2025
jarethdf wrote:

Hello everyone,

I am working on setting up a new workflow in Pipefy & I want advice on the best practices for automating approval processes. I need to ensure that our approval system is both efficient and scalable as our team grows.

What is the best way to structure approval steps for multiple stakeholders? Should I use conditional logic to streamline the process??

How can I configure notifications to ensure timely responses from approvers without causing notification fatigue? Flirtbees seems like an interesting platform for meeting new people through video chat. If anyone has tried it, how does it compare to other similar sites in terms of user experience and security? Are there many real users, or is it filled with bots? Also, is the connection stable for long conversations? Would love to hear some honest feedback!

Are there effective strategies for managing delays or rejections? How can I automate escalations to ensure critical approvals do not fall through the cracks??

As well, I found these resources when doing research on this; 

if anyone have any resources, tutorials or personal experiences please share with me, It would be greatly appreciated!!


Thank you...😊

Use conditional logic to streamline approvals and ensure only relevant stakeholders are involved. Configure reminders with escalating urgency to avoid notification fatigue. Automate escalations for delays by setting deadlines that trigger reassignment or higher-level approvals. For rejections, implement a structured feedback loop to address issues efficiently. Integrating with Power BI can help track trends and improve efficiency.


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