How automations help keep a creative agency’s recurring projects on track.
Now that I’ve gone in-depth on how Pipefy Helps Our Ad Agency Field 100+ Requests Monthly, I thought I would share a simple hack in our workflow that you can apply to any project management pipeline.
For us, we know that every week we have to produce 6 newspaper ads. As such, we have created simple automations to create cards at a certain time every Monday at 8AM.
The great thing about this process is that it allows us to include pre-populated information in the card that saves time. We can automatically include all the information needed to complete the project, rather than having to manually create a card each week.
![](https://uploads-us-west-2.insided.com/pipefy-en/attachment/f3c8774d-1cb9-4c51-8ed5-bae1bcd3f9e4.png)
Here’s how it works, on your left-hand menu, press “Automations” --- > “Create a New automation”. Here is a preview of what our automations look like.
![](https://uploads-us-west-2.insided.com/pipefy-en/attachment/f043f715-86d6-4e1c-86c9-5a4bccfed876.png)
Learn more about automations at this link. What are some ways that you are using simple “card creation” automations to help improve your workflow? Comment below!
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Matt is Director of Marketing for ICA Advertising, a Texas-based Advertising Agency. I speak English & Spanish and have been using Pipefy since August 2020.