Innovation Room

Get information about the product, tips and access events and recordings

181 Topics

Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

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

Hey Community! Did you lose you October Meetup? Do not worry because you can check it out now! Watch the full recording of the incredible CNH Industrial Use Case!   Check here the Brazil Meetup

790
Juliana Spinardi
Pipefy Staff
2 years ago
Eduardo Cenciani
Eduardo CencianiNew Member
posted in Tips and Inspiration

New feature - Uso de Convidados externos / External guests

Boa tarde a todos! Como estão?Gostaria de abrir esse ambiente pra saber se vocês já estão usando essa nova feature de convidados externos e convidados da empresa, e casos de aplicação pra que possamos uns aprender com os outros É um prazer!Hi everybody! How are you guys?I would like to open this environment to find out if you are already using this new feature for External Guests and Company Guests, and in this space we can discuss about application cases, so that we can learn from each otherIs a pleasure!

2
diego-miranda
6 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Events and Recordings

🎥 Webinar Recording | How are you using process automation so you’re prepared to accomplish more with less?

Hello community,If you missed the last webinar about how you are using process automation to accomplish more with less led by industry experts from Quandary Consulting and Pipefy, don't worry!Full recording is now available for you to watch, review and even share with your colleagues! 😀 

770
Lais Laudari
Community Manager
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

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! 

762
Juliana Spinardi
Pipefy Staff
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

🎙️ Join Pipefy Events | Stay on top of all the events we are running and rewatched them!

Join our Global Events! Participate and learn with Pipefy Experts, build networks, engage with our team and customers. Here you can find live events, use cases, join Pipefy Conferences, get daily help from our support team and more! See what’s cooking! 

750
Juliana Spinardi
Pipefy Staff
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

Recording | Pipefy Hacks and Tricks training

Hey, Community! Check out the recording of Pipefy Hacks and Tricks training.   

752
marcosmelo
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
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.   

740
Juliana Spinardi
Pipefy Staff
3 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

☝️ 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. 

730
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

💻 Digital Transformation Meetup | On April 29th at 1 pm (PST)

What if you could automate work processes and integrate tools without writing any code? You don't have to be a developer or an IT professional to accelerate digital transformation. The Digital Transformation Meetup of the Pipefy Community will show you that is possible! We invited Renato Asse, founder of the Sem Codar channel, the largest YouTube channel in the world about no-code and visual application development. Renato is the pioneer of the no-code movement in Brazil and reaches more than 250 thousand people every month teaching entrepreneurs and developers to create applications without using the code language. The meetup is taking place on April 29th, at 1 pm (PST). Sign up for this online and free event.  You don’t need to be a developer or an IT professional to build automated processes in your business! It is possible to accelerate digital transformation in your business without any coding. Do you want to know how? Join us for the Digital Transformation Meetup.  I am looking f

724
ivan.novofoco
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

☝️ 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. 

720
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

☝️ Do you have a question? | The Open Office Hour is back!F.A.Q.

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. MarchOn 10th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 17th at 10am (PST) -  https://pipefy.zoom.us/j/99956210575On 24th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 31st at 10am (PST) - https://pipefy.zoom.us/j/99956210575  You also can check the Portuguese version here. 

710
Juliana Spinardi
Pipefy Staff
3 years ago
Lais Laudari
Community Manager
Lais Laudari
published in Events and Recordings

🎥 Training Recording | Meet Pipefy Interfaces

Create Interfaces without any coding!Want to try the possibility of grouping, organizing and storing different types of information to achieve your organizational goals and you missed our latest training: Meet Pipefy Interfaces? 💡 No problem! We recorded it for you.  You can watch it, review it and share it with other people in your team. The full recording is now available!😉  

702
Ezequiel Souza
8 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

⏰ Different time in email templatesF.A.Q.

When setting up a new email template, some settings need to be checked. If not, there may be a problem with diverging timezones. My template is at different times, now what?😧First you should access the template and check the current settings. The path taken is this: Pipe Settings > Email > Under Email Templates, select "My Templates" > Select the template you are going to make the change.After that we will check the template settings: Language Settings > Time Zone. ⚠ By default, all templates come in the default time zone GMT 00:00. And if you want to change it, you need to change each template. 👉🏼These settings can only be performed by a pipe member who has admin or super admin access.

700
Lais Laudari
Community Manager
1 year ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

Webinar | Data and metrics in Pipefy: learn how to manage and measure your results!

 If you want to measure the results of your processes, but you still don't know how, this Webinar is made for you. On February 17th at 11 am PST/ 2 pm EST, our team of experts will share all the secrets and best practices for you to manage data and gather metrics using Pipefy's dashboards and reports.To participate, just click here and register yourself.Don't miss this opportunity to stand out in your company through digital transformation. See you then!

700
Juliana Spinardi
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

🎤 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.

694
Juliana Spinardi
Pipefy Staff
2 years ago
michel-dimelnet
michel-dimelnetNew Member
asked in Tips and Inspiration

Frequência de Recorrências

Olá,Em meus processos estou necessitando demais opções de frequências para as automações, como a cada: bimestre, trimestre, semestre e anual. 

4
Ezequiel Souza
5 months ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
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!    

670
Juliana Spinardi
Pipefy Staff
3 years ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
posted in Tips and Inspiration

NDA Process Tips: How to Better Manage Non-Disclosure Agreements (NDAs) with Pipefy?

Hello, everyone!  My name is Ian Castelli and I'm one of the copywriters in the Customer Education Team. Recently, I published a blog post for NDAs (Non-Disclosure Agreements) Requests with tips on how to structure the process inside Pipefy! Do you have any additional tips to point it out? Feel free to join the discussion and use the template to build your own NDA workflow!  Check it out: https://www.pipefy.com/blog/nda-requests-process

0
Ian Castelli
Pipefy Staff
2 years ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Events and Recordings

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

 Hey there! Here is the full recording of our webinar about the incredible Cogtive Softwares case. Thanks again and see you next webinar! 

602
Sarah Lane
2 years ago
Lais Laudari
Community Manager
Lais Laudari
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!

603
genietim
7 months ago
Mariana Miecznikowski
Pipefy Staff
Mariana MiecznikowskiProduct Manager
posted in Events and Recordings

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
Pipefy Staff
3 years ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

How AI is Transforming Business Process ManagementBlog

The fusion of business process management with AI technologies like OpenAI and GPT-4 is rapidly transforming the way companies build and manage their processes. AI helps businesses improve operational efficiency and create streamlined processes.🤔But What is AI in business process management?👉🏼Take a look at this blog post: https://www.pipefy.com/blog/ai-business-process-management/🤖Take the opportunity to see how Pipefy AI drives efficiency gains in every type of process:     https://www.pipefy.com/artificial-intelligence/

591
Ezequiel Souza
8 months ago
Juliana Spinardi
Pipefy Staff
Juliana SpinardiPipefy Staff
published in Tips and Inspiration

Pipefy 2.0 | Start formTutorial

Hello, doers. How are you? It’s Tuesday and, today we want to take a look at how to fill out the first input of your process and it will gather all the necessary information to kick off the process, like e a purchase request or a reimbursement request.After the Start Form is filled out it will become a card and be added in the first phase of your process, or pipe, as we call it in Pipefy. Watch the video to learn how to begin creating cards and get hands-on! If you need a hand from our experts, also check:Tutorial articles: https://help.pipefy.com/en/articles/6...​  

540
Juliana Spinardi
Pipefy Staff
3 years ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

Intelligent Process Automation: What It Is & How to Implement ItBlog

Intelligent process automation platforms can be a good fit for companies looking to make a digital transformation. Sweeping digital transformations come with a huge shift in the way work gets done at a business. Beyond problem solving, this indicates that IPA can detect and set key performance indicators for any process on its own, then report suggestions for meeting/exceeding them to users.Do you wanna learn more about how intelligent process automation works and its benefits?👉🏼Don’t waste time and access this article on our blog to stay on.https://www.pipefy.com/blog/intelligent-process-automation/Pipefy AI is coming soon!🤖

540
Lais Laudari
Community Manager
8 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Events and Recordings

🎥 Webinar Recording | Cutting unnecessary costs with technology: choose the right-size tech stack for your company

Hello Community,If you missed the last webinar about Cutting unnecessary costs with technology: choose the right-size tech stack for your company, don't worry!Full recording is now available for you to watch, review and even share with your colleagues! 😀 Click here to watch.See you!👋🏽

530
Lais Laudari
Community Manager
9 months ago

Community Experts Leaderboard

Terms & ConditionsCookie settings