Innovation Room

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150 Topics

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
1 year ago
Matt Rist
Matt RistKnown Participant
published in Tips and Inspiration

How Pipefy Helps Our Ad Agency Handle 100+ Incoming Requests Monthly

 Pipefy Helps Our Ad Agency Field 100+ Requests Monthly With 2 Staff Talk about doing more with less. COVID-19 has presented a significant challenge to our in-house Advertising Agency. Due to retirements and career changes, we went from a team of 5 to 2 full time staff members. We work with 9 hotels, three shopping malls, six mobile home lots, a real estate team, restaurants, etc. Pipefy has proven to be more than just a project management solution. We have utilized our own customized version of the “Marketing Requests” template to automate project requests and allow us to never miss a deadline (at least not without knowing!). Our clients are happier and we are more productive and nimble. How can you use Pipefy for your agency or organization? Above is a screenshot of our Public Request Form. The possibilities are endless. Plus, you can now create a central repository of multiple forms connected to various pipes so that you can bring in information in multiple ways.If you’re an ad agen

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

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

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! 

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

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!

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

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!

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

[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.  

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

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!

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

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
F
Felipe ScholzPipefy Legend
published in Tips and Inspiration

Learn how Capgemini created a new HR platform to achieve digital transformation using Pipefy and RPABlog

Pipefy hosted a live session with Capgemini in the 24th North America Shared Services Week (SSOW). By combining Pipefy and RPA, Capgemini was able to:  Reduced manual work by 600 hours/month 75% reduction in processing time for HR queries and resolution of tickets SLA for ticket resolution improved from 85% (2017) to 98% (after Pipefy)  Are you interested in learning more about how they achieve such amazing results and replicate this in your organization? Check out the session recording below:   I hope you like it!  Felipe Scholz

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jerryeo
2 years ago
Marina Mazetto
Pipefy Staff
Marina MazettoPipefy Staff
posted in Events and Office Hours

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 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
2 years 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
2 years 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

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Mariana Miecznikowski
Pipefy Staff
2 years 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
2 years 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
2 years 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
2 years 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

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Mariana Miecznikowski
Pipefy Staff
2 years 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
2 years 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
2 years 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
2 years 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
2 years 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

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Nigel O'connell
2 years 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

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Mariana Miecznikowski
Pipefy Staff
2 years ago

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