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fernanda.cunhaEducation Team

published in Events and Recordings

New Webinar on Pipefy Academy

✨ New Webinar on Pipefy AI for Legal Processes now available in our Academy! ✨We’re delighted to announce our newest webinar on utilizing Pipefy AI to revolutionize legal processes, now available on Pipefy Academy: Access the Webinar here. This event offers practical strategies for harnessing AI to make your legal operations more efficient and effective. Hope to see you all in our next event! [PT-BR] ⬇ ✨ Novo Webinar sobre Pipefy AI para Processos Jurídicos disponível em nossa Academy! ✨Estamos felizes em anunciar nosso mais recente webinar sobre como utilizar o Pipefy AI para revolucionar processos legais, agora disponível na Pipefy Academy: Acesse o Webinar aqui. Este evento oferece estratégias práticas para aproveitar a IA e tornar suas operações legais mais eficientes e eficazes. Esperamos vê-los em nosso próximo evento!

published in Tips and Inspiration

How can I restrict the characters that can be inserted into the field?F.A.Q.

🤔Did you know that in Pipefy you can use Regex in Short Text fields? RegEx, an acronym for Regular Expressions, is a type of programming used to match certain patterns, restricting or enabling certain user actions based on what is typed. Using Regex, only the characters you define (and in the format you choose) can be inserted into the field.😀For more details, check out this article from our Help Center!

fernanda.cunhaEducation Team

published in Events and Recordings

Pipefy AI WebinarsNews

🎉 Exciting news from our Academy: Pipefy AI Webinars! 🎉 We’re thrilled to announce that the Pipefy Academy has a fresh catalogue of webinars on Pipefy AI features in specific departments! Gain hands-on experience in process optimization and earn a certificate to showcase your expertise: 💡 Access here 💡 But that’s not all… We’re also inviting you to join us for next week's special webinar:✨ Faster Processing, Better Experiences: Enhance Legal Processes With Pipefy AI ✨In this webinar, our experts will dive into the latest AI features in Pipefy (including a demo of our AI Automation) and answering your questions live. Don’t miss this opportunity to learn how to leverage AI to improve your operations! 👉🏼 Can't make it live? No worries! Register anyway, and we'll send you the webinar recording to watch at your convenience.We look forward to seeing you at our webinars and helping you unlock new levels of productivity with Pipefy! [PT-BR] ⬇ 🎉 Novidade imperdível da nossa Academy: We

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Anonymous

published in Tips and Inspiration

💡Streamline receipt validation for reimbursements with AI

Hello, Community! We’re excited to kick off a new series of posts. Twice a month, we’ll share practical examples of Pipefy AI automation use cases for specific departments. Up first: receipt validation for reimbursements. This finance process can be time consuming and may require lots of manual work to verify details, increasing the chance of errors. But what if AI could handle all of this automatically and accurately? Add Pipefy AI Automation to your finance department for faster, more reliable reimbursement processing and receipt validation. 🔍Check out this video to learn how to automate your receipt validation with Pipefy AI. Ready for another use case? 👇Let us know in the comments which department you’d like to see featured next: HR Legal Procurement Customer SupportWe look forward to hearing your thoughts, suggestions, and AI Automation success stories!

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Anonymous

published in Tips and Inspiration

💡Simplifique a validação de notas fiscais para reembolsos com IA

Olá, Comunidade! Estamos empolgados em iniciar uma nova série de posts. Duas vezes por mês, vamos compartilhar casos práticos de aplicação da Pipefy AI Automation em departamentos específicos. Para começar, vamos explorar um processo financeiro: a validação de notas fiscais para reembolso. Esse processo pode ser demorado e manual, exigindo a conferência de muitos detalhes. Mas, e se a IA pudesse fazer tudo para você de forma automática? 🔍 Assista ao vídeo para entender como a IA do Pipefy pode transformar essa tarefa. Pronto para mais um caso de uso? 👇 Conta nos comentários qual departamento você gostaria de ver em destaque na próxima postagem:Jurídico Compras Recursos Humanos Suporte ao Cliente Queremos ouvir suas opiniões e sugestões!

mariafer_suporteNew Member

posted in Tips and Inspiration

Possibilidade de copiar e colar no campo de data de vencimento

Verificamos que houve uma atualização no campo do tipo "Data de vencimento", nessa atualização não é possível copiar a informação, por exemplo de um Excel/WhasApp/ Outro sistema para colar no campo do cartão .

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Anonymous

published in Events and Recordings

[Webinar] Experience a new era of efficiency with Pipefy AI. Save your seat!

Hello, Pipefy Community! 👋🏽 You asked, and we've delivered! The Pipefy platform you know and love has been revolutionized with artificial intelligence, boosting our customers into a new era of efficiency. We invite you to join our webinar on August 14 to see how new advancements in Pipefy AI can improve efficiency throughout your processes—whether it’s creation, automation, or optimization. We’re hosting two sessions–one in Portuguese and one in English– to ensure everyone can make the most of it. Your presence is important to us, and we want you to be part of this exciting transformation. Save your spot today and be at the forefront of the next big leap in efficiency! [PT] Uma Nova Era de Eficiência: Conheça a Pipefy AI14 de Agosto de 2024 | 16hINSCREVA-SE AGORA—-[EN] A New Era of Efficiency: Meet Pipefy AIAugust 14, 2024 | 10 am PDT / 1 pm EDTREGISTER NOW See you there!

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Anonymous

published in Tips and Inspiration

Total Cost of Ownership (TCO): Definition, Components, and ExamplesBlog

Understanding the Total Cost of Ownership (TCO) is crucial for making informed decisions about purchasing, implementing, and maintaining products, tools, or equipment. TCO encompasses all expenses incurred throughout the lifecycle of a product, including downtime, training, and other productivity losses. By quantifying these costs, TCO provides a clearer picture of not only the financial investment but also the value derived from the product. 🔗 Read our latest blog post to gain insights into TCO and learn how to accurately evaluate the full cost and value of your investments: Total Cost of Ownership (TCO): Definition, Components, and Examples 👉🏻Don’t miss this essential read to optimize your decision-making process and enhance your strategic planning!

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Anonymous

published in Tips and Inspiration

11 Most Popular IT Frameworks You Need to Know AboutBlog

IT management has become increasingly complicated in recent years, especially with the delivery of IT services. The wide availability of competing technologies can overwhelm and disorganize IT departments. However, in today’s data-driven world, there’s little room for IT errors – sensitive data can fall into the wrong hands or inefficiencies can compound until processes fail. Implementing an IT framework is a sound approach for regaining control of your IT environment, but it requires careful selection of the right model. 🔗 Read our latest blog post to explore the benefits of IT frameworks and learn how to choose the best one for your organization: 11 Most Popular IT Frameworks You Need to Know About In this post, we provide a general overview of IT frameworks and examine specific frameworks, focusing on how to select the best one for your organization.💥Don’t miss this essential read to enhance your IT strategy and safeguard your data!

Ian CastelliProduct Education Team

posted in Tips and Inspiration

Process User Course Now Available!

Hello, everyone! 😁I have great news to share today!We have a brand new course at Pipefy Academy called Pipefy for Process Users. 🚀This course is designed for users who work with Pipefy but don't necessarily need to build processes from scratch or create automations. Learn how to run processes, set account preferences, use pipes, define SLAs, create custom forms, and much more.Don't miss out:https://pipefyacademy.teachable.com/p/pipefy-process-users

published in Tips and Inspiration

Move the Line - Why the IT Zone of Influence Must Expand!Blog

The role of IT teams has transformed significantly. Beyond managing day-to-day operations and ensuring security, IT is now pivotal in achieving broader business goals. From cost containment to strategic planning and innovative problem-solving, IT's influence is crucial. 📈 Brian Greenberg, CIO at Fortium Partners, says: “As businesses increasingly rely on technology to drive growth and innovation, the responsibilities of IT leaders have evolved to encompass strategic planning and alignment with business objectives.” In other words, IT isn't just behind the scenes anymore—they’re now at the forefront, shaping business goals and driving revenue growth. 🔍 Discover how IT teams are expanding their zone of influence and why it's essential for business success. 👉 Read the full article now!

published in Tips and Inspiration

Explore the Future of Business Efficiency: Access the Automation Trend Report 2024!News

The need for process automation has never been more urgent. Gartner predicts that the market for business process automation tools will soar by 38% in the next three years, jumping from $2.6B in 2022 to a staggering $3.6B by 2027. Why is this happening? More business teams than ever are leveraging automation to reduce errors and enhance efficiency. The types of workflows being automated are diversifying rapidly, benefiting not just business teams but also IT departments. No-code automation tools are empowering business teams to operate independently while freeing up IT resources, enabling them to focus on strategic initiatives and innovation, essential for cost optimization and driving business growth. Pipefy's 2024 Process Automation Trends report delves into why companies are increasingly adopting business process automation tools to navigate economic challenges, stimulate growth, boost business team autonomy, and optimize IT resource utilization. 📈 Key insights include:Distribution

published in Tips and Inspiration

Innovate Your IT Future: Pipefy & Forbes Present Essential Strategies!News

Hi everyone!Dive into Alessio's latest Forbes article, "7 Strategies for Building the IT Team of the Future," and explore cutting-edge insights to lead and innovate in today's tech landscape. From fostering a culture of continuous learning to embracing diversity and innovation, Alessio shares essential tips for shaping a resilient and forward-thinking IT team. Whether you're a tech leader or an aspiring IT professional, this read is a must! 🔗 Read the full article here: 7 Strategies for Building the IT Team of the FutureFeel free to share your thoughts and strategies in the comments below! 👇

published in Events and Recordings

🎥 Training Recording | What is possible with Pipefy AI!

Do you want to discover the possibilities of Pipefy AI? If your answer is yes and you missed our latest training about ArtificiaI Intelligence: creating processes, generating insights, automations and chatbot agents with our Product Engineer an AI Leader: Raphael Costa.Your time has come! We recorded it for you in course format. 👉🏼https://pipefyacademy.teachable.com/p/ai-artificial-intelligence-pipefy You can get certificated, review it and share it with other people in your team😉

published in Tips and Inspiration

Discover the Future of Workflows: AI Workflow AutomationBlog

Hello, fellow innovators! Are you ready to embrace the cutting-edge technologies reshaping the way we work? 🤖 Our blog post, "AI Workflow Automation: How to Integrate Artificial Intelligence Into Workflows," is here to guide you through the next frontier of automation! In this captivating read, we explore the transformative power of artificial intelligence in revolutionizing workflows. From the evolution of business automation software to the emergence of AI-driven solutions, we uncover how organizations are leveraging technology to stay agile, efficient, and competitive in today's fast-paced world. Here's a glimpse of what's inside:🔍 Understanding Workflow Automation: Dive into the world of no-code business process automation (BPA) and discover how it's enabling digital transformation across industries.🌐 The Rise of AI in Workflows: Explore how artificial intelligence is taking automation to new heights, optimizing processes, and driving innovation in organizations of all sizes.📈

published in Tips and Inspiration

Explore the Future of Business ProcessesBlog

Hey there, knowledge seekers! Are you curious about the cutting-edge technologies shaping the future of business operations?Dive into our latest blog post titled "How Decision Automation Is Revolutionizing Business Processes" to discover the transformative power of decision automation! In this insightful article, we explore how decision automation combines the prowess of artificial intelligence, business rules, and process data to streamline decision-making processes. Say goodbye to manual, error-prone tasks and hello to efficient, data-driven decision-making!Here's a sneak peek at what you'll uncover:🤖 The Role of Decision Automation: Learn how decision automation is reshaping the way businesses operate by automating repetitive tasks and reducing risks.📊 Technologies Driving Decision Automation: Explore a range of cutting-edge technologies and tools, including analytics tools, machine learning, predictive analytics, and more, that power decision automation systems.💼 Benefits of Dec

published in Tips and Inspiration

Don't Miss Out: Unlock the Power of AI

💡How about a moment with our experts to find out more about ArtificiaI Intelligence: creating processes, generating insights, automations and chatbot agents?Sounds great, doesn't it?😃Get ready to immerse yourself in the world of AI as we explore creating processes, generating insights, automation, and crafting chatbot agents.During this session, you'll gain valuable insights into the power of AI and its potential to revolutionize business operations. Stay tuned, we'll let you know about this training soon!But that's not all! Alongside the live training, we're excited to share a blog article titled "How AI Is Transforming Business Process Management." Discover real-world examples and insights on how AI is reshaping the way businesses operate.Ready to level up your AI knowledge? Access the blog article by clicking the link below:👉🏼How AI Is Transforming Business Process Management🤖Don't miss out on this fantastic opportunity to stay ahead of the curve and unlock the full potential o

published in Events and Recordings

🎥 Webinar Recording | Move the Line: Expanding the IT Zone of Influence

The wait is over! 🚀 The recording of our latest webinar, "Move the Line: Expanding the IT Zone of Influence" is now available! 🆙Discover how IT teams can maximize their impact on the business, utilizing existing resources to their fullest potential. 👉 Dive into strategies and insights on how to do MORE with what you have TODAY! 💡 Don't miss out! Access the webinar recording now and take your IT game to the next level! 🚀

published in Events and Recordings

🎥 Training Recording | Discover the possibilities of Pipefy Interfaces!

Do you want to discover the possibilities of Interfaces in Pipefy? If your answer is yes and you missed our latest training about Interfaces: Permissions, Pages, Elements, Settings, etc!Your time has come! We recorded it for you in course format. 👉🏼https://pipefyacademy.teachable.com/p/user-interfaces-pipefy You can get certificated, review it and share it with other people in your team😉

posted in Tips and Inspiration

Usando conexão de database ao invés de seleção de lista

Oi pessoal, Queria deixar uma dica com vocês referente a parte de listas que se repetem em vários pipes.Ao invés de criar um campo de seleção de lista e incluir esse campo em vários pipes diferentes, acho que o mais interessante é colocar essas informações em um database e criar um campo de conexão de db. Assim, caso você precise atualizar as informações da lista, você não precisará atualizar em todos os pipes que possuem aquele campo. Você apenas atualiza a informação uma única vez no database, e a atualização será automática em todos os pipes que possuem aquela conexão.Acredito que isso seja benéfico não apenas em listas com muitas linhas, mas também quando precisa atualizar os dados constantemente. Exemplificando:Na minha organização, temos 8 pipes com informação de leads. Em todos esses pipes eu preciso ter um campo informando a origem do lead. Ao invés de criar um campo de seleção de lista com a origem em todos os 8 pipes, eu crio um database com todas as origens, e conecto esse d

published in Events and Recordings

🎥 Training Recording | Unveiling Access and Functionality Possibilities in Pipefy!

Do you know all the governance features of Pipefy?If your answer is no and you missed our latest training about Members & Permissions updates...Your time has come! We recorded it for you in course format. 👉🏼https://pipefyacademy.teachable.com/p/user-permissions-pipefy You can get certificated, review it and share it with other people in your team😉

published in Tips and Inspiration

💡 Unlock the Power of No-Code AI

Ready to revolutionize your business game? Dive into our latest blog post to explore the dynamic fusion of No-Code and Artificial Intelligence, setting the stage for a groundbreaking era in technology! Key Takeaways:📈 Discover why the global no-code AI platform market is set to hit $17.5 billion by 2030.💼 Explore how businesses outside the tech sector can benefit from this transformative technology.🔄 Uncover the ways no-code AI streamlines processes, enhances workflows, and boosts data analytics across industries. Inside the Article:🤔 What exactly does 'no-code AI' mean?🔄 How does no-code AI differ from traditional AI-powered processes?🛠️ Explore the types of no-code AI tools and technologies making waves.🚀 Learn how to harness AI for seamless workflow automation.🚧 Navigate through the challenges and limitations of no-code AI.🌟 Discover popular no-code AI tools leading the pack in 2024. Ready to elevate your business strategy? 🚀 Click the link below and immerse your

Ian CastelliProduct Education Team

published in Tips and Inspiration

New Help CenterNews

Hey, everyone! Everything good? 😃 I'm Ian Castelli, and I'm part of Pipefy's Product Education Team!Exciting news—I wanted to let you know about some major updates we've made to the Pipefy Help Center. We've introduced new categories, reorganized some content, and laid out a more straightforward learning path! 🚀The goal is to simplify the process of finding tutorials that will enhance your use of Pipefy's features and help you unlock the tool's full potential. We're keen on hearing your feedback, and we hope you find the changes beneficial! Link: https://help.pipefy.com/en

published in Tips and Inspiration

Dive into the Future of Productivity with Workflow Automation! 🌐

Are you curious about the magic that happens behind streamlined operations and heightened productivity? Dive into our latest blog post, "What Is Workflow Automation? 2024 Guide," where we unravel the secrets to success in the automated world. Here's a sneak peek into some of the key topics you'll discover inside the guide: 🔟 10 Advantages of Automated Workflows: Discover the undeniable benefits that come with embracing automation in your workflows. From time savings to error reduction, we'll guide you through the game-changing advantages that will transform the way you work. 🔄 Workflow Automation vs. RPA: Ever wondered about the difference between Workflow Automation and Robotic Process Automation (RPA)? We break down the distinctions, helping you navigate the landscape of automation technologies and choose the right approach for your business. 🛠️ How Do I Automate My Workflows?: Embark on your automation journey with practical insights on how to automate your workflows effectively.

published in Tips and Inspiration

Dive into the World of Business Processes 🚀

📢 Attention, managers, citizen developers, and all business enthusiasts! Are you curious about the fundamental types of processes that drive business success? Look no further - our blog post has you covered! Discover the intricacies of the three primary business process categories: core, support, and long-tail. Gain a deeper understanding of how each category plays a unique role in achieving organizational goals and objectives. Pay special attention to the often overlooked long-tail processes, as they have a significant impact on citizen developer initiatives. Core processes, also known as primary processes, are the backbone of any business, creating value for customers and generating revenue. Explore essential activities like marketing, sales, production, distribution, and customer service that fall under this category.But don't stop there! Our blog post delves into the intriguing world of long-tail processes. Learn how these lesser-known processes play a crucial role in business pro

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