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Juliana SpinardiPipefy Staff

published in Tips and Inspiration

📢 Customers Testimonials | Why Pipefy?

Hey, dear members! How are you doing?We are constantly working on improvements to make your day-to-day activities as automated as possible. So here goes an invitation: would you participate on a new page we are creating? It is easy; all you have to do is answer this:📢 How Pipefy made a difference to you? What benefits can you identify in your workflow?Hope to hear from all of you in the comments!

Juliana SpinardiPipefy Staff

published in Events and Recordings

March Global Meetup | Boulder Longevity Case

Hey, dear members! How are you doing? Did you lose our monthly meetup? Do not worry because you can check and share the full recording of the Boulder Longevity case. Lots of papers to sign and a process that could take more than 60 hours/month. Boulder Longevity is doing the same process in 2 hours/month since they started to use Pipefy. Susan Hirano, the Director of Strategic Operations told us more about this incredible case and more about how Pipefy is helping now other departments to achieve and deliver more velocity and quality to their clients. Check the Brazilian Edition here.

Juliana SpinardiPipefy Staff

published in Events and Recordings

Open Office Hour | March 24th

If you missed the Open Office Hour, do not worry. Now, you can check the full recording and see everything that happens in this free and online event.

Juliana SpinardiPipefy Staff

published in Events and Recordings

🎥 Recording | Unleash Process Excellence with Pipefy 2.0

Hello, community! Check out the full recording of the webinar we ran to explain more about Pipefy 2.0. In this conversation, we'll talk about:- The main reason for the interface improvement;- Demo the main changes and show how to navigate in the new interface;- Clients' questions about it.

Juliana SpinardiPipefy Staff

published in Events and Recordings

🎤 Webinar | Unleash Process Excellence with Pipefy 2.0F.A.Q.

Do you want to know more about Pipefy 2.0?In this conversation, we'll talk about:- The main reason for the interface improvement;- Demo the main changes and show how to navigate in the new interface;- And we'll have the presence of one of the developers of Pipefy2.0 to answer your questions.On March 23 at 1pm (EST) / 10 am (BRT)Sign up HERE.

Juliana SpinardiPipefy Staff

published in Tips and Inspiration

Learning Tuesday | Conditionals in PipefyTutorial

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!

Juliana SpinardiPipefy Staff

published in Events and Recordings

📢 Community Meetup | Save the date - March 25th at 12pm (EST) / 5pm (BRT)News

The March meetup is full of stories that certainly will change the way you view workflows and how to make them more collaborative. SAVE THE DATE The Brazlian meetup is taking place on March 25th at 5pm (BRT). Book your place here. The Global edition is going to happen on March 25th at 11pm (EST). Sign up here. We are waiting for you! Do not miss our traditional event! See you there!

Juliana SpinardiPipefy Staff

published in Events and Recordings

Community Meetup | Check out the Boulder Longevity case and how they saved 97% of time on their signing documents process

Lots of papers to sign and a process that could take more than 60 hours/month. Boulder Longevity is doing the same process in 2 hours/month since they started to use Pipefy. Susan Hirano, the Director of Strategic Operations will tell us more about this incredible case and more about how Pipefy is helping now other departments to achieve and deliver more velocity and quality to their clients. Boulder Longevity Institute offers our clients a complete range of unique, innovative, and personalized services. Our clients enjoy access to the most advanced, research-based longevity medicine available and not generally accessible through more traditional health care channels. We specialize in Bioidentical Hormone Replacement Therapy, Genomic Analysis, Regenerative Peptide Therapy, and a results-oriented approach to optimizing your health. It will take place on March 25th, at 12 pm (EST). Book your place now!

Juliana SpinardiPipefy Staff

published in Tips and Inspiration

Learning Tuesday | Company MembersTutorial

In Pipefy, you can centralize all of your company members and their permissions in a single place. Watch the video to learn how to begin managing company members and get hands-on! If you need a hand from our experts, also check:

Juliana SpinardiPipefy Staff

published in Tips and Inspiration

Product Tour | Check out our product!

Pipefy is a no-code workflow automation platform that empowers you to build smarter, automated workflows. In this video, learn how to get started in 5 steps:0:00 What is Pipefy?0:21 Step 1: Create a process1:16 Step 2: Customize a form2:13 Step 3: Execute a standardized process2:58 Step 4: Run it to your conditions4:02 Step 5: Analyze your results

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.

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...

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

Juliana SpinardiPipefy Staff

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!

Juliana SpinardiPipefy Staff

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

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

Matt RistNew Member

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

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

Juliana SpinardiPipefy Staff

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!

Juliana SpinardiPipefy Staff

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.

Matt RistNew Member

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

Juliana SpinardiPipefy Staff

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!

Juliana SpinardiPipefy Staff

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!

Juliana SpinardiPipefy Staff

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.

Juliana SpinardiPipefy Staff

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!

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