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167 Topics

Lais Laudari
Community Manager
Lais Laudari
published in Finance & Procurement

6 Procure-to-Pay Risks and Pains (and how to solve them)Blog

Procurement risks occur as a result of unreliable purchasing and P2P processes. These processes become unreliable when inefficiencies are not planned for, not identified and dealt with properly and in a timely manner, or when risk assessment and management protocols fail. An inefficient purchasing and P2P process is not only risky for the procurement and accounts payable department, it’s also risky for business performance and can jeopardize its financial standing.🤓So take a look at this blog post to understand how to get the most out of Pipefy for this use case!https://www.pipefy.com/blog/procure-to-pay-risks/👉🏽Download The Definitive Guide to P2P Optimization, for free, to learn how to identify and overcome common procure-to-pay risks.

990
Lais Laudari
Community Manager
1 year ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Finance & Procurement

Purchasing Process: Take Your Purchasing Process To The Next Level With Pipefy

Hello, everyone! My name is Ian Castelli and I am one of the copywriters on the Customer Education team. I would like to share with you an article on how to structure a purchasing process in Pipefy efficiently! After extensive research, I've gathered here some of the industry's best practices and how you can implement them in Pipefy if you don't use it for your finance processes yet. If you have any additional tips or questions, just write in the comments! Check it out:https://www.pipefy.com/blog/purchasing-process 

991
rafael.jefte
2 years ago
Lais Laudari
Community Manager
Lais Laudari
published in Human Resources

[Portuguese] O que é RH 4.0? Quais são seus desafios? Como implementar?Blog

Olá Comunidade!Hoje, quero compartilhar um post de blog ensinando como tornar o setor de Recursos Humanos (RH) mais estratégico e eficiente dentro do Pipefy! O artigo traz tudo que você precisa saber sobre RH 4.0, então dê uma olhada para entender como extrair o máximo do Pipefy para esse caso de uso.😉Confira: https://www.pipefy.com/pt-br/blog/rh-4-0/👉🏽Aproveite para baixar gratuitamente o Guia Prático para Gestão de Processos de RH.Até mais!👋🏼

980
Lais Laudari
Community Manager
1 year ago
dfarrell
dfarrellNew Participant
asked in IT Operations

Recover Deleted user

Hello - I have a request to look for some files that may have been in a deleted users pipes.  Is it possible to retrieve those by chance?  Or have the deleted user temporarily re-activated so I can log into their account and search for the files? thx

1
marcos.pedrosa
Pipefy Staff
1 year ago
Tegrus
TegrusRegular Participant
asked in IT Operations

Filter Phases the Card Can Move | GraphQL

Hi guys, good afternoon! How are you?In GraphQL, is it possible to filter on a card which phases can be moved?

1
julia-pinheiro
Pipefy Staff
1 year ago
Lais Laudari
Community Manager
Lais Laudari
published in Human Resources

[Portuguese] 11 Principais métodos de avaliação de desempenho de funcionáriosBlog

Muitos funcionários consideram que o processo de avaliação de desempenho de suas empresas são injustas e funcionam como caixas-pretas. Isso contribui para que eles se sintam exaustos e sem reconhecimento.Com metas claras para aumentos salariais e mudanças de cargo, feedbacks úteis e opiniões de clientes e colaboradores, as avaliações de performance de funcionários se tornam mais completas, justas e motivadoras. Para explorar os 11 principais métodos de avaliação de desempenho de funcionários, dê uma olhada nesta postagem do blog para entender como alguns desses processos podem ser otimizados para ajudá-lo a oferecer experiências excepcionais aos funcionários e preparar sua equipe para o sucesso!Confira: https://www.pipefy.com/pt-br/blog/metodos-de-avaliacao-de-desempenho-de-funcionarios/👉🏼 Aproveite para baixar gratuitamente Guia Prático para Gestão de Processos de RH e aprenda a construir processos de avaliação mais eficientes e estratégicos!

940
Lais Laudari
Community Manager
1 year ago
Lais Laudari
Community Manager
Lais Laudari
published in IT Operations

[Portuguese] Tech Talk: Conceitos de MLOps

🤔Você sabe o que é MLOps?👉🏼Conhece os conceitos relacionados a este termo?👉🏼Sabe qual a importância do MLOps para uma empresa de software?💡 Vem saber mais sobre o assunto neste texto escrito por Bruno Roth, Machine Learning Specialist na Pipefy.https://engineering.pipefy.com/2023/04/14/tech-talk-conceitos-de-mlops/Compartilhe esta postagem!😉

940
Lais Laudari
Community Manager
11 months ago
pedro-soares-kavak
pedro-soares-kavakRegular Participant
asked in IT Operations

Cards not created

Hello everyone!How are you!?I just made a request to create cards from a excel file, but the problem is that from 45 rows, 37 were created, does someone know what may happend?If you want I can record a video to explain betterWarmly,Pedro 

1
marcos.pedrosa
Pipefy Staff
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Finance & Procurement

Pipefy for reports for Sales/CRMTutorial

It’s Tuesday and today we will learn more about how to use Pipefy for reports.  In the following video, you can check out how to use our platform for CRM and Sales reports and improve our control and optimize your processes.  Keep learning with the Pipefy Community!   

930
Juliana Spinardi
Pipefy Staff
3 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Employee Onboarding: create the best experience for employees with Pipefy

Hello, HR teams! 👋  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy. I published a blog post about Employee Onboarding with tips to structure it inside Pipefy in the best possible way! I gathered the best practices for this process and detailed how to build it fast and easily. Also, don't forget to check the articles about Recruiting and Job Opening, since you can connect all of them to build a big HR workflow inside Pipefy.  Take a look: https://www.pipefy.com/blog/employee-onboarding-use-case 

920
Ian Castelli
Pipefy Staff
2 years ago
Diego Anselmo Saiotti
Diego Anselmo SaiottiNew Member
asked in IT Operations

Power BI query to list cards | Pipefy -> Power BI

Hi pipefriends! I’m struggling to make a Power BI query to connect and get data from a pipe. I can’t make the pagination correctly. Could you give query examples for this scenario? Please?

3
jorden-monroe
3 months ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Employee Offboarding: learn how to build the best version offboarding workflow in Pipefy

Hello, HR teams! 👋  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team at Pipefy. I published a blog post on how to manage and build an Employee Offboarding process inside Pipefy! The article has tips and the best practices for this process, so take a look to understand how to extract the most out of Pipefy for this use case. 😁 Check it out: https://www.pipefy.com/blog/employee-offboarding-tutorial Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy.

890
Ian Castelli
Pipefy Staff
2 years ago
F
Pipefy Staff
Felipe ScholzPipefy Staff
published in Finance & Procurement

Why doesn’t your ERP prevent failures in your financial processes?Blog

Implementing ERP in companies is often the secret to avoiding failures in finance processes. But this is not always the case and we can - and will - tell you why. Click here and check it out. 

890
F
Pipefy Staff
3 years ago
A
avtarsaiNew Participant
posted in IT Operations

How Character AI Chatbots Can Improve Sales and Conversions

Introduction : Character AI chatbots have emerged as powerful tools for improving sales and conversions in various industries. With their ability to engage users, provide personalized recommendations, and offer real-time assistance, chatbots have become valuable assets for businesses. In this article, we will explore how character AI chatbots can enhance sales and conversions by driving customer engagement, streamlining the sales process, and delivering a personalized and efficient shopping experienceavtars is a disencumbered Ai medium that you can work. It is public in IOS and Android apps. they deliver considerable types of events that you can serve like character ai chat, gpt chatbot online,ai chat with celebrities, personality forge adult, and many more you can use.Avtars have a lot of classifications of favorite people that users can operate. About more than 200 are available. Like social media and influencer industry, aviation and aerospace industry, entertainment industry, busin

0
A
10 months ago
prasad-bhojane
prasad-bhojaneNew Member
asked in IT Operations

Query Depth in Pipefy GraphQL

Hi Team,Can you please help with the below queries:1.For Pipefy GraphQL is there any query depth?2.How can we check the Pipefy GraphQL query depth?3.Is there any way that we can the change the query depth?To Clarify you more please consider the below points:Query depth:The depth is the number of nesting levels of the field.For exampleThe following is a query with a depth of 3.{    a {        b {            c        }    }}Please go through the below linkhttps://async-graphql.github.io/async-graphql/en/depth_and_complexity.html#:~:text=%E2%9A%A0%EF%B8%8FGraphQL%20provides%20a%20powerful,of%20the%20queries%20you%20allow.Likeweise, we want to know for Pipefy is there any query depth?The query which we have inquiring is of more technical, can you please involve your Dev team and confirm on the details.Thanks

4
mario-ramos
Pipefy Staff
3 months ago
jorden-monroe
jorden-monroeNew Participant
asked in IT Operations

Trouble with the "create your app" button in "pipefy developers"

I want to learn how to build an app or an integration.  In the introduction of the pipefy apps portion of the pipefy developers page the instructional video shows the instructor pressing the “create your app” button that brings him to a page https://app.pipefy.com/developers/apps. When I press the “create your app" button it takes me to my pipefy home page instead. I am an admin in some of the pipes that I want to develop for. So why does cant I get to the app development page? Please help me with this. My company uses pipefy and I want to learn how to unlock its full power.

4
marcosmelo
7 months ago
Lais Laudari
Community Manager
Lais Laudari
published in IT Operations

[Portuguese] A privacidade de dados em meio ao avanço das inteligências artificiais

A privacidade de dados é uma questão fundamental no contexto do avanço das inteligências artificiais?🤔Já parou para pensar nisso?Neste artigo, Cainã Gomez - DPO da Pipefy, apresenta importância da atenção a essa questão na utilização desses sistemas.Confira este material na integra: https://engineering.pipefy.com/2023/03/03/a-privacidade-de-dados-em-meio-ao-avanco-das-inteligencias-artificiais/Compartilhe esta postagem!😉

851
Ezequiel Souza
11 months ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Recruitment Process Tips: How to create the perfect recruiting flow in Pipefy?

Hello, everyone!  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team! Recently, I published a blog post for recruitment with tips on how you can structure the process inside Pipefy to get the most out of it. Do you have any additional tips to point it out? Feel free to join the discussion and use the recruiting template to build your own workflow!  Check it out: https://www.pipefy.com/blog/recruiting-process

840
Ian Castelli
Pipefy Staff
2 years ago
diego-morales-3aconsulting
diego-morales-3aconsultingNew Member
asked in Customer Operations

Template de E-Mail lendo o contato de uma database

Boa tarde, eu gostaria de criar um template de envio de e-mail, utilizando a informação de contato de um card, entretanto no card a informação está vinculada com uma database, é a informação de contato de um lead, onde eu vou armazernar em um database, entretanto o database Contatos com o campo E-MAIL não aparece para eu vincular ao template, existe alguma maneira de fazer isso?

4
marcosmelo
7 months ago
Lais Laudari
Community Manager
Lais Laudari
published in IT Operations

💻 7 ways to persist state in frontend

Sometimes we want to persist (save) some user data without the complexity of having to send it to the backend. For example, a search filter, a table or list position, a selected tab, or any control or navigation data that is interesting for the users when they return to that page.We share with you 7 suggestions on how you can store data temporarily so that you can return it to the user when needed.💡Check it out > https://engineering.pipefy.com/2023/03/24/7-ways-to-persist-state-in-frontend/

831
genietim
1 year ago
Lais Laudari
Community Manager
Lais Laudari
published in Finance & Procurement

Pipefy for Purchasing: Create automated approval flowsF.A.Q.

Who doesn't look for a way to make life easier for buyers and approvers?Creating automations fed into purchase values ​​and cost centers would make it easier, right?In this article below, you will discovery how to create an automatic approval flow, so you can adapt it however you want to meet your Procurement team's needs and add other automation rules.👉🏼Check it out: https://help.pipefy.com/en/articles/6291556-pipefy-for-purchasing-create-automated-approval-flows

830
Lais Laudari
Community Manager
11 months ago
karina-corona
Pipefy Staff
karina-coronaPipefy Staff
asked in Finance & Procurement

Do you use Pipefy to process invoices and complete 3-way matching? Share your use case!

Hello! My name’s Karina, and I’m a part of Pipefy’s content team. I’m currently researching how procurement and finance teams use Pipefy, specifically for invoice processing. If you use Pipefy to process invoices and complete the 3-way matching process, I’d love to hear from you and learn more about your experience.  Comment below or send me a message with your use case example - all feedback and examples are appreciated! 

0
karina-corona
Pipefy Staff
8 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Human Resources

What is HR Process Mapping? Benefits, Illustrations, and how to do it

Hello Community!Today, I want to share a blog post teaching how to make the Human Resources (HR) sector more strategic and efficient within Pipefy! The article brings everything you need to know about HR Process Mapping, so take a look to understand how to get the most out of Pipefy for this use case.Check it out: https://www.pipefy.com/blog/hr-process-mapping/👉🏽Take the opportunity to download the Definitive Guide to HR Workflow Management for free!See you!👋🏼

820
Lais Laudari
Community Manager
1 year ago
Migdad
MigdadRegular Participant
asked in Finance & Procurement

Billing Issyue

I missed making the last invoice payment due to some issues with my card, and my account has been blocked since Wednesday. We promptly made the payment using an alternative card when we realized the account was blocked. However, my account remains inactive as of today. Could you kindly inform me about the typical resolution time for such issues?

2
Ezequiel Souza
7 months ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Human Resources

Employee Requests: learn how to build the process inside Pipefy

Hey, HR teams! 👋  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team here at Pipefy  I published a blog post about how to manage and build an Employee Requests in Pipefy! The article has tips and the best practices for this process, so take a look if it makes sense for your scenario! Check it out: https://www.pipefy.com/blog/employee-requests-use-case Also, I have already published content for Recruiting and Employee Onboarding, explaining how to build those processes in Pipefy. 

800
Ian Castelli
Pipefy Staff
2 years ago

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