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Ian CastelliProduct Education Team

Pipefy para Compras: como criar fluxos de aprovação automatizados e centralizados

Oi, pessoal! Eu me chamo Ian e sou um dos copywriters aqui do Pipefy.Reuni neste artigo dicas de como criar fluxos de aprovação em um processo de compras. Você também pode conferir o artigo na íntegra logo abaixo: Tempo estimado de leitura: 5 minutos Fluxos de aprovação são rotineiros em processos de compras, pois compradores, líderes e gerentes precisam verificar e aprovar requisições de compras. Para obter maior velocidade, visibilidade de informações e um fluxo à prova de erros, é possível automatizar as aprovações e eliminar tarefas manuais, como pedir aprovações por email. Neste artigo, ensinamos você a criar um fluxo de aprovação automático, sendo que você pode adaptá-lo como quiser para atender as necessidades do time de Suprimentos. Ao clicar no botão de Automatizar, localizado no cabeçalho do pipe e depois em Criar uma nova automação, você pode configurar cenários variados de eventos e ações. Neste artigo, detalhamos como configurar dois fluxos de aprovação. Vamos abordar os

2 years ago

gabriel-oliveira4New Participant

posted in IT Operations

Card upvote field

Is there a way to include an “upvote” field into a card?I would like to let people upvote for cards in a “Features Suggestion” pipe. Something similar to what you have on the pipefy community ideas page:

2 years ago

karina-coronaPipefy Staff

posted in Customer Operations

Tutorial: Build a Customizable Sales Pipeline That Improves Lead Visibility

Hello, Sales teams! 👋 My name is Karina Corona, and I’m a writer on the content marketing team. We recently published a tutorial on how to build a sales pipeline that improves lead visibility within Pipefy. The tutorial walks you through how to use Pipefy’s pipeline template, in addition to featuring tips and best practices. Check out the tutorials and learn more about Pipefy’s features and how to build a pipeline that turns leads into deals! [en] Tutorial: Build a Customizable Sales Pipeline That Improves Lead Visibility [pt] Tutorial de funil de vendas: crie um pipeline personalizável e proporcione visibilidade e autonomia para seu time

2 years ago

Ian CastelliProduct Education Team

published in Human Resources

Pipefy for HR: How to create alerts and deadlines for your recruiting process

Hello, community! I recently published an article on how to create alerts and set deadlines in recruitment processes! You can read it directly in our Help Center or check it below: Recruitment processes involve many people, inside and out of the HR team. Approvals, reviews, and follow-ups need to be done constantly, which may become a bottleneck if those involved are not notified or are slow to respond. It is up to the HR team to ensure deadlines are met and interviews are carried out within the agreed time. After all, it’s crucial to establish an agile hiring process to create a positive experience for all involved. We've already explained how to automate resume screening and email communication with candidates within Pipefy. Here, we'll talk about creating deadlines and alerts to ensure your recruiting flow is efficient and fast. Types of alerts Before configuring alerts for a recruiting pipe, it’s important to understand there are three types of alerts, all of which can be triggers

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2 years ago

Ian CastelliProduct Education Team

published in Human Resources

Pipefy for HR: How to automate email communication with candidates

Hello, community! Today I want to share an article about email automation for HR teams, specifically for recruitment processes. You can check the article in our Help Center or read it here: In recruitment processes, communication between candidates and recruiters is critical. From the HR perspective, there’s a high volume of emails sent to candidates (interview scheduling, tests, feedback, etc.); and from the candidate’s side, they’re eager for updates and feedback. Pipefy allows you to automate email communication, freeing up time for other activities, and provides candidates with personalized messages according to each stage of the selection process. Let's check it out! An email for each recruitment phase These screening automations can work together with automated email templates. For example, whenever candidates who meet the job requirements submit their CVs, they are automatically moved to the Qualified phase and receive a personalized message. These are some of the examples of em

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2 years ago

Ian CastelliProduct Education Team

published in Human Resources

Pipefy for HR: How to automate candidate selection and speed up hiring

Hello, community! Today I want to share specific content to help Human Resources teams improve their recruitment process with Pipefy! You can read the article in our help center or read it here: Recruitment processes involve a lot of analysis, approvals, and interviews; therefore, they can often take a longer time to complete than necessary. Recruiters know that the high volume of CVs in the screening phase can become a bottleneck, along with repetitive and manual tasks. With Pipefy, you can automate the selection of candidates and optimize the screening phase. Just define your selection criteria and set up your automation in minutes! Forms: the best way to receive applications Before automating candidate screening, you need to ensure you receive information correctly. The best way to receive CVs is through public forms. Candidates will fill in information and you will receive applications in the form of cards in Pipefy. It is important to edit the form carefully, because when configur

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2 years ago

eHattoriPipefy Staff

published in IT Operations

Article | Team building with Team Topologies

Over the years, we noticed how difficult it is to develop software with high performance and efficiency and how important the team factor is in this equation. Sometimes we don’t realize that we do not always need the best language, technology, or any advanced or crazy concept to achieve the best results. What we do need, instead, is to maintain the best organizational structure in mind so as to keep things simple. By teaching us how we must prepare ourselves to achieve the best mid and long-term cost-benefit for our team, the Team Topologies concept has helped guide us in our current evolution at Pipefy. When studying Team Topologies we noticed significant similarities while revising all the foundations of software development. This gave us insights into every stage of this process. We could observe that Team Topologies is a different way of thinking about how a company must be organized, as it is not a methodology exclusively aimed at developers and effectively concentrates a wide ran

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2 years ago

claudia-barPipefy Staff

published in Customer Operations

Automate lead qualification in Pipefy

Increase response rate with Pipefy's automations. Create a faster and more effective qualification process. Find the best sales opportunities right away with Pipefy’s automation. Improve your team's performance, by focusing on what really matters: true potential customers. Go to the automation page, and select “when a field is updated” as an event. Add conditions to specify the qualification criteria, then choose “move card” to Won or Lost stage, according to leads’ characteristics. Why qualifying leads?Qualifying leads is vital to any sales process, because it reduces costs, and helps your commercial team to focus on real potential customers, based on information captured through public forms. Each business may define its own qualification criteria, such as budget, timing, and who is the decision-maker. Fortunately, you don’t have to analyze and qualify your leads one by one. You can increase your response rate and use Pipefy’s automation instead! After importing leads to Pipefy, or

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2 years ago

claudia-barPipefy Staff

published in Customer Operations

📋 How to import leads to Pipefy from a spreadsheet

Spreadsheets may be common, but they aren’t the ideal tool to keep track of business opportunities since they can quickly become outdated and are difficult to control. To mitigate these issues, you can import all your leads into a pipe or a database inside Pipefy where they can be effortlessly found, updated, and managed through your sales process. Here is a quick guide: Click on Tools → Apps, and select Importer app. Click on enable to activate it. It will appear in your pipe's header. Click on the Importer app icon to open it up. Then, choose if you want to import your spreadsheet to a pipe or a database. In New Import, drag and drop or select your spreadsheet from your file folder (it must be an .xlsx file). The next step is to combine its columns with the pipe's or database's fields and start importing. Need a detailed tutorial? Get more information below. Prepare your spreadsheet The first step is to make sure your spreadsheet has the same information as your pipe/databas

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2 years ago

claudia-barPipefy Staff

published in Customer Operations

Lead nurturing with email automation

Interacting with customers is crucial to keep them engaged with your brand and products. It helps to turn high-qualified leads into opportunities and, eventually, new deals. But you don't have to do it manually: use Pipefy's automations to boost your communication with customers and improve your team's performance, by eliminating tedious and repetitive work. Here is a guide on how to do it: Create an email template to nurture leads about your business. Add a new phase to your pipe, and call it Nurturing (if you're using the Lead Qualification Template, skip this step) Set a maximum period of time (SLA) for leads to stay in this new phase. This is will be the number of days until your leads will receive the nurturing email. For example: 3 days. It’ll start counting as soon as you move the card to the Nurturing phase. Create automation: Choose when an alert is triggered as the event, add a condition current phase is equal to nurturing, and select late alert as the alert type

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2 years ago

Ian CastelliProduct Education Team

posted in Finance & Procurement

Accounts Payable: key tips to manage the process efficiently with Pipefy

Hello, Finance teams! Today, I want to share a blog post I published teaching how to build an Accounts Payable 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/accounts-payable-tutorial Also, I have already published content for Purchasing and Expense Reimbursement, explaining how to build those processes in Pipefy.

2 years ago

Ramon NolascoRegular Participant

asked in IT Operations

Card Attachments

Is it possible to sort the attachments in a card by date? Or at least highlight the most recent file? it gets messy when there are multiple attachments.

2 years ago

Ian CastelliProduct Education Team

published in Finance & Procurement

Expense Reimbursement: manage employee expense reimbursement in Pipefy and stop losing money

Hello, Finance teams! My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. I published a blog post on how to manage and build Expense Reimbursement Requests 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/expense-reimbursement-tutorial Also, I have already published content for Purchasing, explaining how to build those processes in Pipefy.

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2 years ago

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.

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2 years ago

bart-batselierNew Member

asked in Finance & Procurement

Billing

Hi,We have made our payment in time, with the known Mastercard.However it seems the payment is declined, therefor we are 1 month in delay of payment.The account is still open but we cannot access the billing page anymore, which seems a not logical.We want to make the payment, but we are prohibited to do the update ? How in earth can we solve this?We even want to pay upfront for the whole year if someone please can help us ?!Can you please investigate and return to us asap, since you also blocked the mailintegration now !Extra remark : We can even prove the payment. We are the market leaders in Belgium and the Netherlands for recurring payments, and fast expanding in Europe so we know how the payment system work !

2 years ago

Juliana SpinardiPipefy Staff

published in Human Resources

How to Improve your Employee Onboarding: a Step-by-Step Guide

When building a strong, top-level team, all you have in mind is probably the different goals you’ll be able to achieve with your new star players. So it actually happens, taking good care of new employees since day one is the key.As everyone knows, the first impression is the one that sticks. Because of that, you must structure your employee onboarding properly. In this article, you are going to learn how to manage all necessary items to give your new employees a good impression.A successful onboarding process has the following goals:Enhance productivity Increase retention Make the new team member comfortable Save moneyStandardized onboardingTo achieve that without struggling, you must build a process that is standardized and planned. Think of it this way: if you don’t get your house in order before hosting a new special guest, they’re most likely to leave and never come back, and of course you don’t want that. That’s why standardizing your onboarding process is so important.See how HR

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2 years ago

Juliana SpinardiPipefy Staff

published in Finance & Procurement

Why you should automate your Accounts Receivable (AR) Process

Accounts Payable and Accounts Receivable work and in hand in any finance department. You would think every company is aware of its revenue and how much each client or partner is worth at any given time, but that’s not always the case. Not all financial departments have great processes or bookkeeping practices. A well-organized AR process can optimize a team’s time spent on manual tasks, enable better cash flow projection and noncompliance reduction. What is an accounts receivable (AR) process? Accounts receivable include all of a company’s earnings from product or service sales. It’s one of the key processes to understand what the company will receive in a particular month/quarter/year, in order to plan or project purchases and investments.This process must be monitored on a daily basis to ensure that the predictions will be accurate. There is often a small gap between the predictions and actuals. Some payments might be delayed, for example. But, if you plan what you can in advance, i

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2 years ago

Juliana SpinardiPipefy Staff

published in Human Resources

Employee Onboarding with Pipefy: Master the Best Employee Experience

A well-structured employee onboarding process is crucial to fostering a positive experience for new employees. It’s HR’s responsibility to provide a smooth process to represent your organization’s culture, introduce new and existing employees, and ensure new employees start their first days off right.That’s why it’s important to pay attention to your onboarding workflow because it depends on validations and checkpoints with other teams, such as IT, Finance, and others. The more spread out employee information is spread in different places, the more cumbersome this workflow becomes. In this article, we will take a step-by-step look at the onboarding process in Pipefy and understand how to efficiently implement it for your organization. 1. The beginning of a new journey Employee onboarding is the final chapter of the recruitment process, as it welcomes your final candidate into your company. The onboarding process includes gathering key documents, integrating the new employee into their

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2 years ago

Juliana SpinardiPipefy Staff

published in Finance & Procurement

Organize Your Accounts Receivable Data Collection With Pipefy Forms

What are Pipefy Forms? Forms capture data from internal or external users, can be customized to include specific fields and require certain information, initiate the AR workflow, and consolidate data into a single source of truth.Pipefy Forms helps individual contributors and small teams scale processes and manage requests more efficiently. The smart form connects internal and external requests directly with the process to reduce errors and manage the process effectively. This keeps your business running with limited cash flow interruptions. Example of an accounts receivable workflow Accounts receivable process improvement idea: switch from spreadsheets to Pipefy Forms How to use forms two ways: pre-built or from scratch A start form is what jumpstarts a new request in the accounts receivable process, so it’s essential that the form you create includes all the information related to your accounts receivable process. Once a form is completed, the process begins, the information is rout

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2 years ago

Juliana SpinardiPipefy Staff

published in Finance & Procurement

Improve Your Accounts Payable Process With Pipefy Forms

Accounts payable is a vital part of a company’s operations. But issues like data discrepancies or manual follow-ups can disrupt the process and result in costly delays. Pipefy is a business process management solution that takes the guesswork out of building workflows at scale, from start to finish. To help teams get started, Pipefy’s template library offers free and customizable plug-and-play smart form templates for a wide range of departments, including finance teams. But in order to build an effective accounts payable process, it’s important to start with the best foot forward — and Pipefy’s accounts payable smart form template makes that much easier. What are Pipefy Forms? Forms capture data from internal or external users, can be customized to include specific fields and require certain information, they initiate the AP workflow and consolidate data into a single source of truth.Pipefy Forms help individual contributors and small teams efficiently manage requests at scale. Pipef

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2 years ago

Juliana SpinardiPipefy Staff

published in Customer Operations

CRM Alternative: Use a No-Code Solution to Nurture Customers

When it comes to customer relationship management for SMBs, spreadsheets and custom-built solutions aren’t the only games in town. No-code software offers a flexible alternative that lets workflows scale with your business. Managing CRM with no-code workflow softwareThe point of a CRM workflow is to unify sales, marketing, and customer support functions in order to build healthy relationships and drive sales. But for many SMBs, the only options have been spreadsheets or custom-built CRM solutions. Spreadsheets will eventually become unmanageable, and custom builds consume time and other resources that could otherwise be harnessed to drive business growth. No-code tools offer a flexible alternative that’s customizable, easy to use, and ready to scale as the business evolves. In this article, we make the case for using no-code software as an alternative to spreadsheets or custom CRM builds. We’ll review the essential elements of a CRM, illustrate how each component enhances relationships

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1 year ago

Juliana SpinardiPipefy Staff

published in Human Resources

Stages of Employee Onboarding: Details & Examples

Employee onboarding is both a new hire experience and an HR process.For employees, onboarding is a process that unfolds over several months and sets new hires up for long-term success. For HR teams, it’s also a complex workflow that requires input and action from many departments, especially during the initial stage of onboarding.In this article, we’ll look at the stages of onboarding as a holistic, long-term strategy for hiring and retaining the best and brightest talent in today’s highly competitive market. We will also look at the initial onboarding workflow(s) and provide a common example of how it’s managed and how it might be improved. Why is employee onboarding so important?After a candidate accepts a job offer with a company, the stages of onboarding unfold to help orient and socialize the new hire. Onboarding provides space to set expectations and build relationships that will ideally result in long-term retention of a productive and happy employee.How well companies manage t

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2 years ago

Juliana SpinardiPipefy Staff

published in Finance & Procurement

Take Your Purchasing Process To The Next Level

Companies and businesses of all sizes need a well-designed purchasing process to meet their needs in an efficient, cost-effective, and error-proof manner — regardless of their field. With purchase processes, it’s essential to have a standardized workflow that avoids fraud loopholes, eliminates risks, and ensures your purchase operation is in compliance with regulation and maintains compliance (by providing clear information for auditing). Whether it’s goods, services, or any other type of purchase order, organizations must build a structured process to effectively manage costs with control, visibility, and governance. In this article, you will learn the steps to implement a streamlined, scalable purchasing process with Pipefy. Unlock quick-to-deploy workflows that prioritize expense control, improvement in your buyer-supplier relationship, automation of manual work and a seamless integration with your ERP. 1. Purchasing process definitionBefore diving into the purchasing process steps

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2 years ago