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

Open Office Hours (Tuesday) - 10/27/20 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

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! This thread is for our upcoming Tuesday Open Office Hours session on Tuesday, October, 27th, 2020 at 11am PT / 12 pm MT / 1 pm CT / 2 pm ET. Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions). There is no need to register for these sessions - you can join at any time.Join us at the following link: https://pipefy.zoom.us/j/147206424 Look forward to talking with you!

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Juliana Spinardi
Community Manager
1 year ago
milene-almeida
milene-almeidaNew Participant
published in Tips and Inspiration

Case study James Delivery | Pipefy

Hi Doers, I'm currently working as Business Partner at James Delivery, a Brazilian delivery company that connects consumers, delivery personnel, and stores, delivering a variety of products 24/7. We started using Pipefy for recruiting and onboarding processes in April/2020 and so far we have seen a return over the investment of 134%.  Here is a more detailed description of how we achieved that w/ the help from Pipefy.  If you have any questions about our process please feel free to send me a message in the thread! I'll be more than happy to help :)  Best, Milene Almeida.

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paula-pinheiro
Pipefy Staff
1 year ago
Mariana Miecznikowski
Pipefy Staff
Mariana MiecznikowskiCustomer Marketing & Education
posted in Events and Office Hours

Open Office Hours (Tuesday) - 10/06/20 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

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! This thread is for our upcoming Tuesday Open Office Hours session on Tuesday, October, 06th, 2020 at 11am PT / 12 pm MT / 1 pm CT / 2 pm ET. Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions). There is no need to register for these sessions - you can join at any time.Join us at the following link: https://pipefy.zoom.us/j/147206424 Look forward to talking with you! Mariana

0
Mariana Miecznikowski
Pipefy Staff
1 year ago
pamella-guarinello
Pipefy Staff
pamella-guarinelloPipefy Staff
published in Tips and Inspiration

Employee Onboarding Use Case

Hi everyone, hope you are doing well! My name is Pamella and I’m part of Pipefy’s Solutions Design team! We are the ones responsible for building customized workflows inside the tool, and based on our knowledge from working with multiple customers we built a Use Case on how you can effectively manage new emlpoyee’s onboaring and increase employee satisfaction!  Let me know what you think! 

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Jody Poland
1 year ago
maizawa
maizawaNew Participant
published in Tips and Inspiration

[VIDEO] Optimizing Company Processes with Pipefy

Hello,I hope you enjoy this video showing how to improve the company's processes without the need to have multiple systems. Streamline your processes and make your team more agile. Combine all your business requirements into one single platform. If you have any questions, please let me know.Best,Mauricio Aizawa

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Juliana Spinardi
Community Manager
1 year ago
giulia-saldanha
Pipefy Staff
giulia-saldanhaPipefy Staff
published in Tips and Inspiration

Pipefy for Customer Onboarding

Heeeey everyone! How are you today? My name is Giulia, and I’m part of the Solutions Design team from Pipefy, and today I would like to share another use case to be managed with our platform.Did you close a new deal? Want to manage the onboarding of this new client, making sure that they will be onboarded in the correct way, following all the necessary steps? I recorded a video showing how to manage the Customer Onboarding process with Pipefy. You can take a look at the video below! Any questions let me know!

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E
1 year ago
Mariana Miecznikowski
Pipefy Staff
Mariana MiecznikowskiCustomer Marketing & Education
posted in Events and Office Hours

Open Office Hours (Tuesday) - 09/29/20 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

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! This thread is for our upcoming Tuesday Open Office Hours session on Tuesday, September  29th, 2020 at 11am PT / 12 pm MT / 1 pm CT / 2 pm ET. Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions). There is no need to register for these sessions - you can join at any time.Join us at the following link: https://pipefy.zoom.us/j/147206424 Look forward to talking with you! Mariana

0
Mariana Miecznikowski
Pipefy Staff
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Thank you for participating in the 4th Global Meetup!News

Thank you again for you to attend the 4th Pipefy Community Global Meetup. Below, you will find the link to check out the presentation and also the recording of our meeting and know how the new email messaging will help you to improve your experience using Pipefy. 💌 Save the date. The next Meetup is coming! 🚀5th Pipefy Community Global Meetup - October 29th - 12pm.   

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Juliana Spinardi
Community Manager
1 year ago
mauricio-rizzi
mauricio-rizziNew Participant
published in Tips and Inspiration

How we build at Samsonite an error-proof purchasing process with PipefyNews

Hi everyone,I'm Mauricio Rizzi, Customer Service and Procurement Manager and I work at Samsonite Brazil. Before Pipefy, our procure team had almost no control over the process and procedures. Because of that, we were struggling to deliver value to internal stakeholders. Because of Pipefy's flexibility we were able to standardize, automate, and integrate our main processes w/ our ERP system.  I'm thrilled to share that we had a 177% return over investment! To learn more about how we did that check the full case study here or send me a message on this thread! o/ Best,Mauricio

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

4th edition of the Pipefy Community Global MeetupNews

You don't want to miss the 4th edition of the Pipefy Community Global Meetup.   This edition will have Diogo Matheus, our product manager, and Thiago Matsunaga, our designer demonstrating how to use the new email messaging feature, personalizing email, and automatically send them.  Marina Mazetto, Pipefy's CSM, will bring use cases and tips on how to use this brand new resource. We'll also cover the highlights from the Pipefy Community.  We are full of news! Save the date: September 24th, at 12 pm (EST). Don't miss the most exclusive Pipefy Community event. Availability is limited! REGISTER NOW!  We are looking forward to seeing you there! 

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Juliana Spinardi
Community Manager
1 year ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Tips and Inspiration

How to test the creation of connected cards using autofill

Have you ever had a card that should have created a “connected card” or a “new card” from an automation but didn’t?  It’s not frequent, but it can happen. Most of the time, the problem is in the card and/or fields. For that reason, today I am going to teach a trick on how to use autofill to check if there are any errors on your card preventing your “connected card” automation to run. First of all, you need to check if the autofill is enabled and set on the connection “advanced options”. If not, you need to set that autofill and match the fields with their correspondence in the origin pipe, just like you did with the automation. Once all the fields that are going to be filled automatically with the automation are matched in the autofill settings, it’s time to access the connection through the parent card and “try” to create a child card manually. If there is an error like, for instance, mandatory fields not being filled the connection will show where the error is and will prevent you

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Ricardo Palhares
1 year ago
Mariana Miecznikowski
Pipefy Staff
Mariana MiecznikowskiCustomer Marketing & Education
posted in Events and Office Hours

Open Office Hours (Tuesday) - 09/15/20 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

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! This thread is for our upcoming Tuesday Open Office Hours session on Tuesday, September  15th, 2020 at 11am PT / 12 pm MT / 1 pm CT / 2 pm ET. Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions). There is no need to register for these sessions - you can join at any time.Join us at the following link: https://pipefy.zoom.us/j/147206424 Look forward to talking with you! Mariana

1
Nigel O'connell
1 year ago
F
Felipe ScholzPipefy Legend
published in Tips and Inspiration

Start sub-process automaticallyproduct hacks

Expected results: Boost your team's efficiency by enabling them to work simultaneously on complex tasks.   What is this useful for? Making your process more dynamic by automatically distributing tasks to other teams in subprocesses.   Before you get started you'll need to: Create a connection between your main process and each of the subprocesses; If needed, specify which fields you'll use as conditions for creating tasks in the subprocesses. In our case, we'll use a checkbox field where we'll select which subtasks need to be created. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen). Click on 'Add new automation'. Our event will be 'When a card is created' in pipe Project Management. We'll add the condition that our automation should only be triggered when 'project specification' is selected in our subtasks field. Our action is 'Create a new connected card' in pipe Project sp

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Lucas Ivantes
Pipefy Staff
1 year ago
Mariana Miecznikowski
Pipefy Staff
Mariana MiecznikowskiCustomer Marketing & Education
posted in Events and Office Hours

Open Office Hours (Tuesday) - 09/01 - 11am PT / 12pm MT / 1pm CT / 2pm ET - Pre-session Thread

 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! This thread is for our upcoming Tuesday Open Office Hours session on Tuesday, September  1st, 2020 at 11am PT / 12 pm MT / 1 pm CT / 2 pm ET. Please submit your questions below as replies to this post in advance if you can, and we'll address them during the session (or if there’s a quick answer available, we’ll post as replies to the questions). There is no need to register for these sessions - you can join at any time.Join us at the following link: https://pipefy.zoom.us/j/147206424 Look forward to talking with you! Mariana

3
Mariana Miecznikowski
Pipefy Staff
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Office Hours

Thank you all for participating in the 3rd Pipefy Community Global Meetup!News

We are more than thankful for you to attend the 3rd Pipefy Community Global Meetup. 💙 We hope you enjoyed the experience! 💙 It was a successful event and we were happy to see how the Custom Integrations are a great step forward to improve even more your processes.  Below, you will find the link to check out the presentation and also the recording of our meeting.  Thank you again and we look forward to seeing you in the next Meetup.    Watch the meetup More about the Integrations 

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Juliana Spinardi
Community Manager
1 year ago
giulia-saldanha
Pipefy Staff
giulia-saldanhaPipefy Staff
published in Tips and Inspiration

Pipefy for Hiring ProcessesTutorial

Hey Everyone!! My name is Giulia, and I’m part of the Solutions Design team from Pipefy, always focusing on finding the best way to make the processes of your company work in our platform.I’ve been working with Human Resources processes for a while now, and recorded a video on how to optimize your Hiring Process on Pipefy.Any questions let me know!    

992
Eduardo Kano
1 year ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Tips and Inspiration

How to erase a field value using automation?

Customers usually ask us “how can I use automation to update my field with an empty value?”  After a few tests, I found a way to do it using automation. This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround).  Ps: If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. ;) 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date.  I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process). This field will always be empty and it will be the one to be u

1932
Jefferson Dourado
1 year ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

[Webinar] Meet the Experts: HR OperationsNews

 Join us on this webinar where Giovanni Riva, Head of Employee Branding and Talent Acquisition at Pipefy, will share his experience managing over 2k candidates who participated in our trainee program and how it was automatically connected to the Employee Onboarding process. Everything managed within Pipefy.August 20th | 11 am (PST) Subscriptions here   We'll also have a Q&A session to be able to help you to optimize your HR department. 

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Juliana Spinardi
Community Manager
1 year ago
Lucas Pimenta
Lucas PimentaInspiring
published in Tips and Inspiration

Pipefy x UiPath (RPA) ConnectorExpert Tips

Hello, everyone! My name is Lucas Pimenta and I want to share with you a component created by us here in Capgemini to fully integrate the Pipefy platform together with UiPath (RPA Platform). With this connector, you can enchant your RPA projects to be able to create, move, update and delete cards and more, automatically through the RPA Robot. Link here: https://connect.uipath.com/marketplace/components/pipefy-x-uipath-custom-activities/review   I hope you enjoy! And I really appreciate any kind of feedback!   Regards,

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jaco6
1 year ago
ivan.novofoco
ivan.novofocoPipefy Certified Partner
posted in Tips and Inspiration

Print cards

Hello,Recently I had to send a customer the answers filled in the fields on a card.Because it is a one-off case, it was not necessary to create a PDF using the PDF Generator. Likewise, the amount of information would not fit on a print screem. I decided to use my browser's printing tool to generate the document. It's very simple:Just right-click on the card, then print and select the PDF print mode.  The tip for all information to be printed is to expand all previous phases and long text fields  

2
rebeca.venancio
1 year ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Easily creating a "Select Field" with multiple options on a DatabaseProduct Hacks

Have you already needed to create a Select field with multiple fields on a Database?    Well, there’s a thing called GraphQL mutation that can maybe help you.    GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way.   Ok, but you are probably asking yourself what should I do?    First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this:     Now you should paste the query below on the left white side of the page:   Query:   mutation{ createTableField(input:{   table_id: "Database ID”   type:"select"   label:"Name of the field"   options:["Option 1", "Option 2", "Option 3",] }) {   clientMutationId } }   It should look like this (example):     After that, press the execute button on the top left side

2841
gbdoin
1 year ago
anaafk
anaafkRegular Participant
published in Tips and Inspiration

Setting Pipefy Dashboards in PowerBi using Google SheetsExpert Tips

  Hi everyone, I’m here to share how you can easily add a Data view (KPIs, SLA etc) in PowerBi using Google Sheets as a data repository.   Here is a step-by-step on how to configure it: Connect Pipefy and Google Sheets using Zapier by selecting the trigger New Card  or  Moved Card, so every time you create a new card, it will automatically go to the spreadsheet. Second, connect Google Sheets and Power Bi using using the Web Page Connect option.  Tip: to connect both you need to follow the steps below: Copy the shareable URL link Open PowerBi workspace and use the web as a source Past the link from Google Sheet and change to: "edit?usp=sharing" TO "export?format=xlsx" The connection is done. Customize your dashboard as you like. Pro Tip: Update information using the schedule for PowerBi or update your data manually.    That’s it! If you have any questions or suggestions, just comment below. Thanks!  

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Karla Hernandez
1 year ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Process Lead TimeProduct Hacks

Have you ever heard of ProccessLead time? Process Lead time is the amount of time between the start of a process and  its conclusion. In other words, it’s the amount of time from a card creation until it reaches an end phase of the process.   To check you process lead time For that, you must create a report with the following information: : “Created at” and “Finished at”.  After selecting both columns you can export it to excel by clicking on .    Nexct,  open the Excel file, add a new column called  “Lead time” and on the cell add the following formula:  =Finished at - Created at   The result will be the number of hours or days a card spent to go from the first to the last phase of your process. You can apply this formula to all records of cards in the spreadsheet and at the last cell  you must add the following formula to get your process lead time: =AVERAGE(cells range)   The final result will be your process lead time..    Ps. It’s important to mention that for cards t

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Rica
Pipefy Staff
1 year ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

How to calculate your return over investment using Pipefy?PRODUCT HACKS

Do you know you can easily calculate the ROI (return on investment) on your process?    There are multiple features that save you a lot of time, like: automation rules, automatic emails, PDF generator and connected cards.   On average all the features above save up to 5 minutes of work from a Pipefy user every time they run.    To know how many times these features ran in your process, last month for example, just ask your CSM (Customer Success Manager)! They can pull this data and share it with you.    ROI, is a pretty straightforward formula: ROI = ((Gain - Investment) / Investment). The result you have  to multiply by100 to have the value on percentage (%).   Okay, but how do I calculate ROI using these features? Well, like Benjamin Franklin said: “Time is money”.   If you have how many automatic emails were sent in a month, you can calculate how many minutes you saved with this feature. Knowing the average wage of your team members (per hour) you can multiply it  by the

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Rica
Pipefy Staff
1 year ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Export all users information in your orgProduct Hacks

Have you already asked yourself if there’s an easier way to pull a list of all users from your Pipefy organization?    Well, there’s a thing called GraphQL query that maybe can help you.    GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way.   Ok, but you are probably asking yourself what should I do?   First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this:     Now you should paste the query below on the left white side of the page:   Query:   {  organizations(ids: [Paste here your Org ID]) {   members {     user {       name       email     }   } } }   It should look like this (example):   {  organizations(ids: [91162]) {   members {     user {       name       email     }   } } }   Afte

1060
Rica
Pipefy Staff
1 year ago

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