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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!😉
This type of automation is ideal when you want to move the parent card after the child card has reached a certain phase in the process.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well. After that you need to connect the pipes, and have connected cards being created in the child pipe.⚠️Important for automation operation!For the proper operation of the movement of the parent card, there must be no obstacles to moving the phase card. For example, a required field in the current parent card phase can’t be empty, or the current parent card phase must not allow the card to move to the phase indicated in the automation. 👉🏼How do I create automation?You can choose from different triggers, like the one in the example below: "A card enters a phase". The automation will be created in the child pipe, as shown in the image: Now you will set the automation action: "Move the parent card". You must select the parent pipe, and also the
🎤 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.
The automation for creating a connected card is used to carry information from one pipe to another via the connection between the source and target pipe.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well.⚠️Importante for automation to work:The fields in the destination pipe, need to be of the same type as the fields in the source pipe. This means that you will not be able to send information from a number type field of the source pipe to an email type field of the destination pipe, for example.In the case of fields with multiple choices, such as the Single Selection type field, the choices in the source pipe field need to be exactly the same as in the target pipe field. If there is a difference, for example, lower case and upper case, the automation will not work.The fields must be set up as in this example: Pipe Test 1 Pipe Test 2On
Happy Tuesday, everyone! Learn more about Conditionals and how to use them in the brand new Pipefy 2.0. In Pipefy, you can Conditionals to create more dynamic forms and phases. Conditional rules hide or display fields in forms or phases, according to previous answers. Watch the video to learn how to begin creating Conditionals and get hands-on! Have a great day!
🤔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!
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/
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.
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!
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.
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. April On 07th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 14th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 28st at 10am (PST) - https://pipefy.zoom.us/j/99956210575 You also can check the Portuguese version here.
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!🤖
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!
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.
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.
IDP integrates the ground-breaking technologies of artificial intelligence (AI), machine learning (ML), and natural language processing (NLP) to classify, categorize, and validate the data a business captures and extract meaningful insights that help grow and streamline that business.🤔What is intelligent document processing (IDP)?🤔How does IDP work?🤔What’s the benefits of IDP?🤔Where can you apply IDP solutions?👉🏼Find out all these answers in this blog article > https://www.pipefy.com/blog/intelligent-document-processing/Take the opportunity to get for free the Definitive Guide to Business Process Automation
⚙️ 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!
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. MayOn 02sd at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 09th at 10am (PST) - https://pipefy.zoom.us/j/99956210575On 16th at 10am (PST) - https://pipefy.zoom.us/j/99956210575 On 23rd at 10am (PST) - https://pipefy.zoom.us/j/99956210575 On 30th at 10am (PST) - https://pipefy.zoom.us/j/99956210575 You also can check the Portuguese version here.
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