Innovation Room

How can you show your team the results you’ve achieved with Pipefy?

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

[VIDEO] Optimizing Company Processes with Pipefy

How to design a Success Plan to achieve your goals with Pipefy

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

Thank you for participating in the 4th Global Meetup!News

4th edition of the Pipefy Community Global MeetupNews

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

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

Thank you all for participating in the 3rd Pipefy Community Global Meetup!News

How to erase a field value using automation?

[Webinar] Meet the Experts: HR OperationsNews

Pipefy x UiPath (RPA) ConnectorExpert Tips

Print cards

Hello,Recently I had to send a customer the answers filled in the fields on a card.Because it is a one-off case, it was not necessary to create a PDF using the PDF Generator. Likewise, the amount of information would not fit on a print screem. I decided to use my browser's printing tool to generate the document. It's very simple:Just right-click on the card, then print and select the PDF print mode.  The tip for all information to be printed is to expand all previous phases and long text fields  

Easily creating a "Select Field" with multiple options on a DatabaseProduct Hacks

Setting Pipefy Dashboards in PowerBi using Google SheetsExpert Tips

Process 101: Learn about what a process is, with no complications.F.A.Q.

Not sure how to start organizing your process management? Don’t worry about it! We have prepared an exclusive guide gathering Pipefy’s best practices to help you with your workflow mapping. This way, you can build what’s essential and achieve your goals, providing a great product or service to your customers and other stakeholders.   Starting from the basics, what is a process? If we look for concepts and definitions, we’ll find many of them. But to not overcomplicate it, a process is “a series of actions that produce something or that lead to a particular result.” So, in a Purchase Process, for instance, the result is complete order, in a Sales Pipeline, it’s a won or lost deal, and in Recruiting Process, it can be a new employee hired.   It’s essential to have in mind its basic structure: input, process, and output. To exemplify, let’s think of a pizzeria. The input is your order - a Margherita, please. In this case, the process is the steps of your pizza preparation: taking th

5 steps to implement Pipefy successfullyF.A.Q.

Pipefy is the tool to improve process management within your company or department. If you're reading this document, you're likely to be the “change-maker” in your environment. This guide was made especially for you, envisioning your empowerment to be able to make the best use of Pipefy for your needs.   After helping more than 900 companies to implement Pipefy, we gathered in 5 fundamental initial steps to have a successful use of our tool to achieve your goals.   🗺️ Plan 📖🔨 Learn by doing 🔎 Validate your process ✏️ Train your team 🚀 Go live   1. 🗺️ Plan   It's a proven fact that planning is a crucial step in an Implementation project. It can be more accessible or a little more complicated depending on the maturity of your process - how long it's been running; if you already have data and metrics to make analysis, if the phases are well defined and other factors. You can check Pipefy's Business Process Assessment for more information.   Get star

Best practices on how to engage your team with PipefyF.A.Q.

Implementing a new solution on your team's routine can sometimes be challenging; that's why we understand that it's a crucial step of your Implementation process having your squad aboard.   Here you'll find the best practices we have learned from implementing Pipefy in more than 900 companies and how you can use them.   Show them the benefits of a new solution. As mentioned in the article "5 steps to implement Pipefy successfully”, it's essential that your process's goal is clear to everyone who manages its requests. Also, the benefits they'll encounter when managing it through Pipefy, such as: All information regarding a customer or solicitations will be centralized in a single place; Standardized process and guided execution; A better organization with documents, data, and deadlines; Less rework; Less manual work. These are just a few examples, and if you want to understand better how Pipefy can benefit your department, take a look at our blog for Fin

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