Innovation Room

Share product feedback

153 Topics

Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | CNH Industrial Use Case - Digital Transformation in Latam processes

CNH Industrial is using Pipefy for two years and is promoting digital transformation for four different departments in Latin America. Join our Global Meetup and check it out. Sign up right now!    CNH Industrial is using Pipefy for two years and is promoting digital transformation for four different departments in Latin America. Orchestrating processes in different languages and timezones is a huge challenge for a global company. Through Pipefy, CNH Industrial is nailing it and leading a high-performance team around Latin America. Who will talk to us in the October edition of the Global Meetup is Diogo Ayres, the Service Delivery at CNH Industrial. He will show us this and more incredible numbers that show how the company is optimizing internal processes. You can’t miss it. Agenda 12 pm | Community Highlights - Stay on top of everything that happens in the community: contests, exclusive content, promotions, and more!12:15 | CNH Industrial Use Case - Digital Transformation in Latam proc

370
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Webinar | From financial automation to beer supply: how Pipefy helps processes for all departments

Have you ever thought of ordering a coffee in the conference room using Pipefy? Or receive a notification that the beer tank is running out? Or do a competitor analysis also through the platform?All these processes are real and managed by our customers using Pipefy! In our next Webinar, we want you to join us and listen to Reginaldo, CEO of Cogtive Softwares. He will explain how they extract even more value from our platform using it for unconventional processes.We'll be waiting for you on the 19th at 9 am PST! Subscripe here

180
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

💡 Webinar | Advancing Digital Transformation: What's next in the IT revolution

The age of Digital Transformation is upon us, and while many organizations have aggressively adapted new ways of working to enact digitization, there is still much more work to be done. Transitioning from manual processes and legacy systems requires active engagement throughout the organization to fully adopt digital strategies and build a digital first organization.Join the webinar on October 13 to hear from Nagarajan Chakravarthy, Chief Digital Officer at iOPEX technologies, and Adolfo Chandeck, Partner Account Manager at Pipefy, on how to leverage process automation to drive digital transformation and discover:How to assess where you are on your digital transformation journey Identifying what the next stage is - and how to get there What you can do to build a digital first organization and enable IT through process orchestrationRegister today.

252
Sarah Lane
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

☝️ Open Office Hour | Check out the October agenda

Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices! Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. October On 06th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 13th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 20th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 27th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575You also can check the Portuguese version here. 

860
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

⚙️ Webinar | NDA automation: how to deliver greater efficiency, process oversight and reduce the risk of non-compliance

 NDA (Non-disclosure agreements) documents are among some of your most important contracts. Managing a high volume of NDA requests coupled with multiple types of NDAs can overwhelm even the most seasoned professional team. As a result, businesses are increasingly looking to automate the NDA contract process using workflow software to free up the legal team's time for high-value work.Join the upcoming webinar on Wednesday, October 6th, 9 am (PST), for an interactive discussion to explore NDA practices and why automating these common contracts are imperative for business. Topics include:Why NDAs are foundational to success - and riddled with challenges How to simplify the process to manage and maintain NDAs Trends and challenges: how in-house legal teams are automating NDA workflows to gain efficiency and control costs How to better serve your internal clients with an improved NDA processREGISTER NOW! 

200
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | How AlfaCon saves more than 12.000 hours of work with Pipefy

Saving hours of work is also saving money. Find out how AlfaCon uses Pipefy to manage various processes. Have you ever imagined saving over 12,000 hours of work by automating workflows with Pipefy? AlfaCon achieved an ROI (Return on Investment) of 4632%. Who will talk to us in the September issue of the Global Meetup is João Passarin, the Business Process Analyst at AlfaCon. He will show us this and more incredible numbers that show how the company is optimizing internal processes. On  September 30th, at 12 pm (East Time) - Online EventBook your spot now! Check the Brazil Meetup here. 

320
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

☝️ Open Office Hour | Check out the September agenda

Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices! Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. August On 01st at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 08th at 1 pm (PST) -  https://pipefy.zoom.us/j/99956210575On 15th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 22th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 29th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575You also can check the Portuguese version here. 

160
Juliana Spinardi
Community Manager
1 year ago
Lucas Ivantes
Pipefy Staff
Lucas IvantesPipefy Staff
published in Tips and Inspiration

How to manage files in Pipefy using Databases

Hi Everyone,I’m sharing with you a video explaining how we usually manage files in Pipefy to send using email templates.Some use cases for this are in the Recruitment process or Employee onboarding where there’s a need to share standard files to all applicants or new employees using Pipefy’s email templates.https://screencast-o-matic.com/watch/cYeqIix9KM

2567
Lucas Ivantes
Pipefy Staff
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | August 2021 | How Nutracap Labs is managing several processes with Pipefy

Hey Community! Did you lose you August Meetup? Do not worry because you can check it out now! Watch the full recording of the incredible Nutracap Labs Case!    Thanks and I see you next month!  Brazilian Edition here. 

421
tsartori
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | Improve your communication: integrate Pipefy + messages apps

Hello Community Members! How are you? Our webinar was a success! We are more than happy to see how you now master all the ways to integrate Pipefy + WhatsApp and SMS. Were you unable to participate in the event? No problem! We recorded it for you.You can watch, review and share with others on your team.  Once again, we thank everyone for participating!Don't miss the next webinar! How to build efficient processes using continuous improvementSeptember, 14th - 9 am PSTBook your place now! Brazilian Edition | Recording  

867
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | How Nutracap Labs is managing several processes with Pipefy

 Processing thousands of different workflows with automation and zero mistakes?  Our August Global Meetup is bringing to you an opportunity to talk to Scott Olsen, Director of Training at Nutracap Labs. The company is a cGMP certified, a full-service contract supplement manufacturer based in the USA.  Scott is going to tell the Pipefy Community how the company is optimizing time and saving money using Pipefy in processes like internal requests, marketing, financial, sales, and more!  On August 26th at 12 pm (East Time) Book your place now!  Brazil Edition here.

574
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

📱 Webinar | Improve your communication: integrate Pipefy + messages apps

Hello, Community members! How are you doing there? Sometimes, we lose track of demands and forget to answer some information requested. And even more common, we have to answer the same questions every time. In light of the above, I want to invite you today to our next Pipefy Community Webinar. Learn how to improve your communication by integrating Pipefy with messaging apps.Avoid manual work, automate communication and never forget to give a message its proper treatment again!August, 17th - 9 AM PST Book your spot here!  Brazilian edition here.  

271
tsartori
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

☝️ Open Office Hour | Check out the August agenda

Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices! Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. August On 04th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 11th at 1 pm (PST) -  https://pipefy.zoom.us/j/99956210575On 18th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 25th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 You also can check the Portuguese version here. 

180
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | July 2021 | How Lufkin Industries is using Pipefy to process different workflows and saving the employees’ time

Thanks for everyone how participated in the Community Event. Check out the recording of our event:  Here the Meetup Brazil. See you next  month! 

451
tsartori
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | How Lufkin Industries is using Pipefy to process different workflows and saving the employees’ time

Processing thousands of different workflows with automation and zero mistakes?  Our July Global Meetup is bringing to you an opportunity to talk to Corene Steinert, Quality and Reliability Director at Lufkin Industries. She is going to tell the Pipefy Community how the company is optimizing time and saving money using Pipefy in processes like OKR, onboarding, financial, sales, and more! SIGN UP NOW! On July 29th at 1 pm (East Time) - Online Event  Lufkin is a north-American company that provides rod lift products, automated control, and optimization equipment, and software for rod lift equipment to the oil and gas industry. Join another free event from the Pipefy Community. Brazil Ediiton here. 

390
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Webinar Recording | Game changer Integration: Pipefy + Google Workspace

Learn how to integrate Pipefy and Google Tools! Check the full recording of our webinar! Portuguese edition here.   

470
Juliana Spinardi
Community Manager
1 year ago
genietim
genietimPipefy Legend
posted in Tips and Inspiration

How to Change Labels using Automations

While there are two ideas asking for a clear way on how to manage labels via automations, https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111 and https://community.pipefy.com/ideas/automation-to-change-label-909, there is actually a way to do so already. The trick is to use a field with type “label” and use an automation to update that field.Example according to @thaiannelourenco in https://community.pipefy.com/ideas/create-labels-when-updating-a-field-1111:Let’s add a label when a field has a certain value.Let’s start with adding the labels field:Notice the “Synchronize card's field with this fixed field”. That’s how the labels will end up on the card.Feel free to additionally add a field conditional to hide the field in order to use it only in automations. Then, we can add the automation: as a trigger, we use “When a field is updated”. Select the pipe and the field you want the trigger to be based on. Add conditionals if you want the label to be only added whe

2
Juliana Spinardi
Community Manager
1 year ago
belsalemme
Pipefy Staff
belsalemmePipefy Staff
published in Tips and Inspiration

Making it mandatory to check all boxes in a checklist fieldProduct Hacks

Hey everyone, I’m here today to share a quick and useful hack for processes that have mandatory checklists and you need to make sure that all the boxes are checked before moving the card on to the next phase. When you make a checklist field mandatory Pipefy will consider it filled even when just a box has been checked. If you need all boxes to be checked, check out my video and let me know if this hack helps in the comments below!  I’m also super available if you have any feedback about the format of the content, suggestions for other hacks as well. Have a good one!  

2775
genietim
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Game changer Integration: Pipefy + Google Workspace

I imagine that, at some point in your workday, you use Google Sheets, Google Docs or Google Calendar, am I right?In fact, if I know you well, you probably use them all the time, right?So it’s time to learn how Pipefy can offer a much better work balance when integrated with all these systems.Improving processes' efficiency resulting in more time to focus on what really matters!Join us to learn more about how use the most of Integrations. Sign up here. See you soon. Check the Portuguese edition here.

1060
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

☝️ Open Office Hour | Check out the July agenda

Pipefy Open Office Hour is an exclusive opportunity to talk to modeling and process specialists and ask all of your questions about Pipefy and its features. Learn from other customers’ questions and best practices! Every Wednesday, you will have the opportunity to join our team and ask your question to them. There is no need to register for these sessions - you can join at any time. JulyOn 07th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575On 14th at 1 pm (PST) -  https://pipefy.zoom.us/j/99956210575On 21th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 On 28th at 1 pm (PST) - https://pipefy.zoom.us/j/99956210575 You also can check the Portuguese version here. 

300
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎥 Recording | June 2021 | The Impact of GDPR on Start-ups and SaaS Companies

 It was awesome! Thanks everyone who participated in the June Meetup. You can watch again and share with collegues the full recording of the event:   Check the Brazilian Meetup here. 

290
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
posted in Events and Office Hours

Webinar | eSignature: the power of automated processes.

Check out how use the most of the Pipefy Integrations:    

0
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Book you spot! | Webinar about Custom Integrations

IT'S TOMORROW - 10am Pacific/ 1pm Eastern!  Don't miss our Webinar about Custom Integrations:Pipefy Integration - eSignature: the power of automated processes. Click to subscribe.

50
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

🎤 Global Meetup | The Impact of GDPR on Start-ups and SaaS Companies

What is GDPR?  What you need to know about it and what the changes mean for your business Pipefy Community is bringing to you an opportunity to talk to specialists on Privacy Law and its impacts on Saas Companies and business. On June 24th at 12 pm (Eastern Time), Cainã Gomes (Pipefy Security Team) and Sumita Saxena (Senior Legal Counsel at Calm) will participate in the Pipefy Community Meetup.  GDPR can be considered as the world's strongest set of data protection rules, which enhance how people can access information about them and places limits on what organizations can do with personal data. The pandemic scenario has put thousands of people online sharing information all the time. What are the impacts of this law in the business world and, mainly, in the world of technology? More than avoiding risks, technology companies and businesses, in general, must comply with the GDPR if they want to attract investors and guarantee privacy for customers and partners. Let's talk to subject mat

460
Juliana Spinardi
Community Manager
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Webinar | Pipefy Integration and eSignature: the power of automated processes

I know you've already wished all your systems were integrated to make your work easier and automated, right?Well, in this Webinar we’ll show you how this reality is much closer than you think.Ready to learn how to integrate Pipefy with eSignature systems? From that point on, your working life will never be the same.And the change is for the best.See you on the 22nd!Sign up now! 

403
Juliana Spinardi
Community Manager
1 year ago

Community Experts Leaderboard

Terms & ConditionsCookie settings