Innovation Room

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156 Topics

genietim
genietimPipefy Legend
published in Tips and Inspiration

Product Hacks: Implement Follow-Up E-Mails with Pipefy

I had the opportunity to implement a few workflows for a client of mine.One request was to have Follow-Up E-Mails, meaning E-Mails that are sent to the client a year or later after a succesfull project to ask the clients whether they are still satisfied and whether there is something else to help with.Of course, thanks to Pipefy's excellent API it would have been easy case to implement this feature externally. To reduce the height of the used stack, I decided against it and implemented it in Pipefy alone.This is not a problem at all. There is actually more than one way to do so.The main trick is to use an automation triggered by a card becoming late or expired.This is how you can schedule the sending of E-Mails in order for them to be sent when you want them to be.The way to trigger a card to become expired is to set a due date. As soon as the due date is reached (and the card has not yet reached a final phase), the alert will be triggered.You can use an automation as the following to

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

🎤 The Global Meetup is coming! Book your place now!

How is Beyoung transforming its culture and delivering more agility to customers? The February meetup is full of stories that certainly will change the way you view workflows and how to make them more collaborative. On February 25th, at 12 pm (EST), we will have the privilege of learning from Beyoung's case. The Brazilian brand has the mission of simplifying people's relationship with beauty, delivering intelligent products to the consumer for skincare routine.And the special guest who will tell more about how Beyoung is transforming processes and thereby impacting the quality of life of its customers and employees is Larissa Cunha, the Product Owner of processes and agility at Beyoung. SIGN UP NOW! ____________I’m looking forward to see you there!  

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

How to clone a pipeTutorial

Attention! To clone a pipe, either within a company or between two companies, you need to have admin permission in the pipe you want to clone as well as permission to create a pipe in the company. Given that you have the necessary permission, the first step to clone a pipe is opening the pipe then clicking in the gear icon in the upper right corner of the screen to open the pipe settings. Inside the pipe settings, find the 'clone to' option in the lower left corner. If you're not a member of more than one company, simply click on it to clone the pipe.  If you are, click on it, select the company you want to clone the pipe to and wait a couple of seconds while the copy is created. Important:Cloning a pipe will only clone its structure (phases and fields). Existing cards, field conditionals, connection fields or automation rules will not be cloned; If your pipe has any email templates with dynamic content, that'll need to be manually adjusted in the cloned pipe.Written by Isabelle Wuille

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Juliana Spinardi
Community Manager
2 years ago
leticia.moreira
Pipefy Staff
leticia.moreiraPipefy Staff
published in Tips and Inspiration

How I Use Pipefy to Remotely Manage my Marketing ProjectsBlog

Managing Marketing projects and processes is already a challenge. Doing this remotely naturally increases the level of difficulty. But what if I told you it doesn't have to be that hard? Yeah. With Pipefy, this can be a much simpler task than you think! Follow me:   Great marketing has robust projects Here at Pipefy, we get involved in several projects and some of them are even managed by non-team leaders, which is great for the career.   In my case, I am responsible for the Portuguese content efforts. Which means, lots of translations, new blog posts and pages of our website.   However, this is not my only role in the company. I also produce content of the same nature in English and I am currently involved in four other projects.   Yes, it is a lot to manage, but I am not alone in this journey. My tiger team of Portuguese content consists of four more people, and three of them were even hired during the quarantine.   My mission: manage Pipefy’s translations and new content

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leticia.moreira
Pipefy Staff
2 years ago
Matt Rist
Matt RistKnown Participant
posted in Tips and Inspiration

Using Simple Automation in Your Project Management Pipeline

How automations help keep a creative agency’s recurring projects on track.  Now that I’ve gone in-depth on how Pipefy Helps Our Ad Agency Field 100+ Requests Monthly, I thought I would share a simple hack in our workflow that you can apply to any project management pipeline. For us, we know that every week we have to produce 6 newspaper ads. As such, we have created simple automations to create cards at a certain time every Monday at 8AM.  The great thing about this process is that it allows us to include pre-populated information in the card that saves time. We can automatically include all the information needed to complete the project, rather than having to manually create a card each week.A preview of our simple card creation automations that keep us on track! Here’s how it works, on your left-hand menu, press “Automations” --- > “Create a New automation”. Here is a preview of what our automations look like.   Learn more about automations at this link. What are some ways that yo

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Juliana Spinardi
Community Manager
2 years ago
Lucas Democh
Lucas DemochPipefy Legend
posted in Tips and Inspiration

Making calculations based on responses obtained in the Start Form

In Integromat, configure the trigger that will trigger the automation. Some examples:- Card creation;- Phase change;- Field Update;- Scheduled triggers (time, day of the week)- Card expired, expired or delayed. In the second step, use the Update a Card Field module. Select the field you want to update with the calculation and configure the filling using the standard Integromat operators. In addition to the main mathematical operators, Integromat allows other types of transformation / substritution. It is worth checking!  If you liked this integration and intend to use integromat, use this link to subscribe:Integromat

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dgodfrey
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Tutorial - New email messaging

Happy Tuesday, everyone! Today I want to share the New Email Messaging with you and how you can use them to make communication between teams and requesters.  I hope you like it!   

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dgodfrey
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Global Meetup January 2021 | Use case w/ Accessible Media Inc.

Hello, doers! I want to say thank you for your participation in the first meetup of the year. It was a pleasure to meet you again! Special thanks to @Sarah Lane and AMI for your time and also for sharing with us more about their processes. It was awesome. I’m looking forward to seeing you next month! Above you can check the recording of your meeting.  

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Sarah Lane
2 years ago
Matt Rist
Matt RistKnown Participant
posted in Tips and Inspiration

How Request Tracker Saves Our Business Valuable Time

Request Tracker Saves Marketing Agency Valuable TimeWhy you should be using this feature in your public forms to cut down on staff-client and or staff to staff communication.  *Ring Ring*“Yes, hello?”“Hi, this is John in Albuquerque, I asked for a new flyer for our Sunday Brunch last week, where are you at with it?”“Well, actually, we are waiting on your approval.”     These awkward conversations are now a thing of the past thanks to the Request Tracker feature within Pipefy. It’s a free add-on that has saved our Advertising Agency both time, and of course, money. The premise is quite simple, empower doers within your organization and outside to check the status of a project without a phone call or extra e-mail. Once a Pipe Admin turns on this feature “Click on share, enable the form to public and click on customize,” and your users can start tracking. After each Public Form submission, submitting user’s will receive an e-mail with info on how to check the request status. There are a n

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

How to get Pipefy as a desktop app?

Do you want to make Pipefy more accessible for you? How about getting Pipefy as a desktop app? Today we will learn how to do it! It’s super simples. Check it out:  Open Google Chrome Login to your Pipefy company open Open Customize and Control Google Chrome (three dots) Select More Tools Select Create Shortcut… On the dialog, make sure to check the option Open as a window Voilá! (continue to make it permanent) Go to the Dock () right-button click on the Pipefy shortcutSelect Options > Keep in dockThat’s it! Tips by @goncaloferraz! 

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

What are conditionals?Tutorial

 It’s Tuesday and today we will learn more about Conditionals!   How to use better this amazing features and get more time and optimize even more your processes? Check it out in this video:    Keep learning with the Pipefy Community!  

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Book your place at the first meetup of the year!News

How AMI is using Pipefy to delivery a better staff support  Our first meetup of the year couldn’t be more special. We will have the opportunity to hear and learn more about Pipefy with the presentation of @Sarah Lane  from Accessible Media Inc. (AMI). The first edition of the year will take place on January 28th, at 12 pm (EST). AMI is a not-for-profit media company that entertains, informs, and empowers Canadians who are blind or partially sighted. Operating three broadcast services, AMI-tv and AMI-audio in English and AMI-télé in French, AMI’s vision is to establish and support a voice for Canadians with disabilities, representing their interests, concerns, and values through accessible media, reflection, and portrayal. Sarah works as a Technology Services Coordinator to oversee AMI’s IT helpdesk and provide first level support to the staff. She also works on technical projects for the company. Sign up now for this exclusive and free event. 

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

The first Pipefy Community Global Meetup of the year is coming

 Save the date for the first meetup of 2021! On January 28th at 12 pm (EST)  Stay tune! 

160
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Creating Dashboards in Pipefy

It is the first Tuesday of the year, and I'm happy to start the day with new content for the community members. Today I want to share with you how to set up and create dashboards using Pipefy! Check out this quick video and start to see and measure your processes. Happy Tuesday, everyone!   

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Open Office Hours (Tuesday) - 12/01/20 - 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, December 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!

470
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Open Office Hours (Tuesday) - 11/24/20 - 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, November, 24th, 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!

1117
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

[WEBINAR] Digital Transformation and the Citizen Developers with DYDX, Pipefy, and VodacomNews

For years organizations have worked to develop, implement, and optimize business processes.Digital transformation is hardly a new ideology, but due to the abrupt shift from in-office to a remote work model, digital transformation processes and adoption need to happen FAST. But, with budgets plummeting, large RFPs are becoming a thing of the past. And, IT teams are focused primarily on keeping their data secure and supporting new, remote clients, not on integrated business processes.These factors have all contributed to a surge in Citizen Developers. Subject matter experts who are turning to plug and play, no-code business process tools, and taking digital transformation into their own hands.Watch a panel of experts from DYDX, Pipefy, and Vodacom as they discuss digital transformation in this new era of work and how citizen developers are leading the charge.  

450
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Pipefy for Marketing Requests

Today is learning day, and I want to give you an overview of how you can use our platform to improve your team’s productivity. Lack of pattern in content creation, missing deadlines, and approved materials with mistakes is happing in your team? Find out how you can get full visibility of all marketing requests and build a better process.   

400
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Open Office Hours (Tuesday) - 11/17/20 - 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, November, 17th, 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!

270
Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Creating Pipe Reports

The pipe reports are an advanced pipe tool that enables users to view all the information extracted from the fields of all the cards in your pipe in an organized, customizable spreadsheet format. This tool enables Pipefy users to easily create and save reports with pre-selected filters to access whenever they need the information. In this short video, you can check out how to create Pipe Reports!   

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Tutorial - How to set up an Email Automation

Hello, doers. How are you? Every Tuesday is a learning day! Today I want to share with the community how to set up email automation. Below you can check out this short and great tutorial.  Have a great day and great time learning!    

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

Thank you for participating in the 5th Global Meetup!

Thank you again for you to attend the 5th Pipefy Community Global Meetup.Below, you will find the link to check out the presentation and also the recording of our meeting about the Pipefy Dashboards.  See you in the next Meetup!    

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Juliana Spinardi
Community Manager
2 years ago
Marina Mazetto
Pipefy Staff
Marina MazettoPipefy Staff
posted in Events and Recordings

Pipefy’s Custom Integrations: integrate all your systems in one platform!

This week we hosted a webinar to talk about one of the big 2020 releases from Pipefy: our Custom Integrations!We had the pleasure to have Mozart, one of our integrations experts, explaining more about this feature, some use cases and examples.In case you missed it here is the recording and here is the link for you to request more information about your custom integration!  

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Juliana Spinardi
Community Manager
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Events and Recordings

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
2 years ago
Juliana Spinardi
Community Manager
Juliana SpinardiCommunity Manager
published in Tips and Inspiration

Pipefy for Remote Work ManagementTutorial

 Today is Tuesday and it’s learning day! Teams worldwide are struggling to find ways to work remotely and keep on track of tasks and collaboration between departments. Check out this process demonstration on how to use Pipefy for remote work management! Happy Tuesday!   

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Juliana Spinardi
Community Manager
2 years ago

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