What’s New in Automations: How to Optimize Workflows with Efficiency⚡
Process automation is one of the core pillars of digital transformation within companies, ensuring agility, standardization, and error reduction. But how can organizations evolve their use of these tools and explore the latest innovations?
That was the goal of the Pipefy Masterclass: What’s New in Automations, an event dedicated to presenting the most recent advancements in the platform and demonstrating how they can be applied to further streamline workflows.
The challenge: making automation even more efficient 🔍
Many companies have already taken the first step toward digitalization, but still face challenges in extracting the full potential of automation. The masterclass addressed common pain points related to the manual management of processes and how Pipefy’s new features can help overcome them.
One of the key highlights was the evolution of connected cards automation. While some updates remain under confidentiality, the event showcased best practices and new approaches to make interconnected workflows more fluid and integrated.
What’s new in automation? 🚀
The event provided an in-depth look at several features that have been improved or recently added to Pipefy, including:
✅ Enhanced automation rules: allowing for more conditions and variables to create personalized and intelligent workflows.
✅ Better integration between connected cards: enabling automated actions based on updates to related cards, reducing the need for manual intervention.
✅ New triggers and actions: offering greater flexibility so that automations can be triggered in multiple scenarios, such as status changes, field updates, or external interactions.
✅ Greater visibility and traceability: with more detailed logs and histories that ensure security and transparency in every automated execution.
These advances allow teams across various departments (such as HR, Finance, Sales, and Legal) to configure complex automations with just a few clicks, without requiring advanced technical knowledge.
How automation can transform processes ⚙️
During the masterclass, several practical examples were presented to illustrate how automation can positively impact organizational processes. For instance, approval management can be fully automated, ensuring that all steps are followed in accordance with internal policies, with automatic notifications and updates whenever necessary. Additionally, cross-departmental integration is significantly enhanced: when an action in one department impacts another, automations ensure that the responsible parties are informed and that tasks are created or updated instantly, without manual interventions. Lastly, routine and repetitive activities, such as sending emails or changing statuses, can be entirely automated, freeing up team members to focus on more strategic and high-value tasks.
Training: essential for successful automation 🎓
The effective adoption of new automation features depends on one key factor: team preparedness. The masterclass also emphasized the importance of training teams to identify automation opportunities within their workflows and to master the necessary tools for implementation.
Pipefy offers resources such as ready-to-use templates and comprehensive documentation to support users on this journey of continuous learning.
Best practices for implementing new automations ✍️
Key recommendations shared during the masterclass include:
✅ Thoroughly mapping processes: understanding all steps and possible exceptions before setting up an automation.
✅ Starting with simple workflows: validating the effectiveness of automation in smaller processes before expanding to more complex workflows.
✅ Monitoring and adjusting: tracking the performance of automations and making adjustments as needed, based on feedback and performance indicators.
✅ Ensuring security and compliance: particularly in critical processes, making sure that all automated actions align with the company’s policies and standards.
Conclusion: evolving with innovation and security
The Pipefy Masterclass demonstrated that the evolution of automation is an irreversible trend for companies seeking competitiveness and efficiency. With the newly introduced features, it’s now even easier to:
✅ Eliminate bottlenecks and rework.
✅ Increase team productivity.
✅ Ensure compliance and traceability of actions.
✅ Create increasingly intelligent and integrated workflows.
Want to learn more about how to apply Pipefy’s new automations in your company’s daily operations? 🎥✨ Watch the full recording of the "What’s New in Automations" Masterclass and discover practical tips, live demonstrations, and real-world use cases that can inspire your process transformation!
