Skip to main content

- - Knowledge base
Products Updates
Ideas
Events

[NOVO] Curso Pipefy AI

1 month ago

Home
Community overview
Innovation Room

Innovation Room

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

215 Topics

Recently active

Most replies Most views Newest first

Juliana SpinardiPipefy Staff

published in Events and Recordings

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!

Juliana SpinardiPipefy Staff

published in Events and Recordings

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!

Juliana SpinardiPipefy Staff

published in Events and Recordings

[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.

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.

Juliana SpinardiPipefy Staff

published in Events and Recordings

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!

Juliana SpinardiPipefy Staff

published in Tips and Inspiration

Creating Pipe Reports

The pipe reports are an advanced pipe tool that enables users to view all the information extracted from the fields of all the cards in your pipe in an organized, customizable spreadsheet format. This tool enables Pipefy users to easily create and save reports with pre-selected filters to access whenever they need the information. In this short video, you can check out how to create Pipe Reports!

Juliana SpinardiPipefy Staff

published in Tips and Inspiration

Tutorial - How to set up an Email Automation

Hello, doers. How are you? Every Tuesday is a learning day! Today I want to share with the community how to set up email automation. Below you can check out this short and great tutorial. Have a great day and great time learning!

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!

Marina MazettoPipefy Staff

posted in Events and Recordings

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!

Juliana SpinardiPipefy Staff

published in Events and Recordings

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!

Juliana SpinardiPipefy Staff

published in Tips and Inspiration

Pipefy for Remote Work ManagementTutorial

Today is Tuesday and it’s learning day! Teams worldwide are struggling to find ways to work remotely and keep on track of tasks and collaboration between departments. Check out this process demonstration on how to use Pipefy for remote work management! Happy Tuesday!

Camila CostaPipefy Staff

published in Tips and Inspiration

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

A Success Case is a detailed usability and outcome report, in which you register your customer’s results using Pipefy. In this article, we’ll teach you how to design a Success Case, so you can present your results internally to your team and managers. Note: Always remember that a Success Case has a well-structured Success Plan behind it. (Read about it here and learn how to make your own.) Why should you share your work results internally and create a Success Case? By evaluating real usage data, you can verify the transformative power of the platform. It’s a way to see the results you’ve achieved after a certain period using the tool and strategize about how you might want to optimize your processes moving forward. This is an excellent approach to engage, motivate, and give visibility to the good work your team has done after Pipefy’s implementation. Based on this report, you’ll be able to validate the tool’s use within your company and promote your results and the goals you’ve achieve

Mariana MiecznikowskiProduct Manager

posted in Events and Recordings

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

fla.andradeCommunity Manager

published in Tips and Inspiration

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

The Success Plan is a document in which you register your company’s goals for implementing Pipefy. It’s the groundwork for measuring what you want to achieve once you start using the new tool. In this article, you’ll learn how to design your own Success Plan, so you and your team can map and track your expectations and goals.How important is the Success Plan?When you list the criteria that are non-negotiable to determine whether or not you have achieved success, you’ll have a parameter for comparing your company’s operation before and after Pipefy’s implementation. After mapping your desired outcomes, you will be able to customize and improve your processes in a clearer and more organized way. Step by step to create your Success Plan: Define What Success Looks Like It’s important to be clear about what you expect from the platform you have purchased. What problems are you trying to solve and what are the expected results? This way, you will be able to answer the first question in your

Mariana MiecznikowskiProduct Manager

posted in Events and Recordings

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

Juliana SpinardiPipefy Staff

published in Events and Recordings

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.

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!

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

Mariana MiecznikowskiProduct Manager

posted in Events and Recordings

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

Juliana SpinardiPipefy Staff

published in Events and Recordings

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

We are more than thankful for you to attend the 3rd Pipefy Community Global Meetup. 💙 We hope you enjoyed the experience! 💙 It was a successful event and we were happy to see how the Custom Integrations are a great step forward to improve even more your processes. Below, you will find the link to check out the presentation and also the recording of our meeting. Thank you again and we look forward to seeing you in the next Meetup. Watch the meetup More about the Integrations

Nicole ChiroliProduct Manager

published in Tips and Inspiration

How to erase a field value using automation?

Customers usually ask us “how can I use automation to update my field with an empty value?” After a few tests, I found a way to do it using automation. This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround). Ps: If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. ;) 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type Date. I already have a Date field in my process, but I also created a new one called “Date - hide”. (I even named it that way to make it very clear that that is the field I want to hide, therefore it will not be visible in my process). This field will always be empty and it will be the one to be u

Juliana SpinardiPipefy Staff

published in Events and Recordings

[Webinar] Meet the Experts: HR OperationsNews

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.

Lucas PimentaInspiring

published in Tips and Inspiration

Pipefy x UiPath (RPA) ConnectorExpert Tips

Hello, everyone! My name is Lucas Pimenta and I want to share with you a component created by us here in Capgemini to fully integrate the Pipefy platform together with UiPath (RPA Platform). With this connector, you can enchant your RPA projects to be able to create, move, update and delete cards and more, automatically through the RPA Robot. Link here: https://connect.uipath.com/marketplace/components/pipefy-x-uipath-custom-activities/review I hope you enjoy! And I really appreciate any kind of feedback! Regards,

ivan.novofocoPipefy Certified Partner

posted in Tips and Inspiration

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

RicaPipefy Staff

published in Tips and Inspiration

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

Have you already needed to create a Select field with multiple fields on a Database? Well, there’s a thing called GraphQL mutation that can maybe help you. GraphQL is a query language for your API, and a server-side runtime for executing queries by using a type system you define for your data. This technology helps you search for information in your organization in a much faster and practical way. Ok, but you are probably asking yourself what should I do? First, you need to access Pipefy’s GraphQL page: https://app.pipefy.com/graphiql , that should pretty much look like this: Now you should paste the query below on the left white side of the page: Query: mutation{ createTableField(input:{ table_id: "Database ID” type:"select" label:"Name of the field" options:["Option 1", "Option 2", "Option 3",] }) { clientMutationId } } It should look like this (example): After that, press the execute button on the top left side

1
...
5
6
7
8
9

Page 8 / 9

Community Experts Leaderboard

Powered by Gainsight

Terms & Conditions Cookie settings

Sign Up Now!

Already have an account? Login

Login with your Pipefy credentials

or

Username *

Company's email *

Phone Number

Department *

Are you already a Pipefy user?

(Private)

Only you and moderators can see this information

*

Yes Not yet

Job Title *

Company *

Company Size *

Country *

Password *

I accept the terms & conditions

loginBox.register.email_repeat

Join us in the Pipefy Community! 🚀

No account yet? Create an account

Login with your Pipefy credentials

or

Username or Email

Password

Remember me

Forgot password?

Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.

Enter your e-mail address

Back to overview

Scanning file for viruses.

Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.

OK

This file cannot be downloaded

Sorry, our virus scanner detected that this file isn't safe to download.

OK

Eficiência impulsionada pela IA

Company

Careers

Success stories

Ethics and Compliance

Products

HR Service Delivery

Custom Workflows

Platform

Pricing

Business Solutions

Process Management

Service Management

ITSM

Help & Support

Pipefy Community

Resources

Blog

Guides and E-books

Events and Webinars

Process Improvement 101