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We want to get to know you 👋This is the place to break the ice, share your story, and meet the people you'll be learning and building alongside. No wrong answers, just a friendly space to say hello. Here's a simple prompt to get you started:🙋 Who are you? Your name, role, and where you work.🤖 How do you use Pipefy? Are you automating processes, building AI Agents, orchestrating workflows across teams, or just getting started?🎯 What brings you here? What are you hoping to learn, solve, or build?✨ One fun fact about you. Anything goes, we love a good surprise. Jumped in recently or been here for a while, feel free to say hello. This post stays pinned, so it's always a good time to introduce yourself. 💙
More intelligence in your Agents, more governance in your environment, more confidence to buil. July consolidates Pipefy as an AI-guided orchestration platform grounded in governance. AI Agents gain per-behavior models, advanced reasoning for complex documents, and the option to run on the models your company already uses, while the builder now delivers processes far closer to running. At the same time, your environment becomes more transparent and auditable, from the card to the API, and testing before publishing becomes a natural part of how you build. All launches:Company Overview: consumption governance down to the pipe level Pipe Audit Logs: full structured metadata now available via API Map: see everything your pipe connects to AI Agent Logs: selected row highlight Company Overview: limit alerts and Integration usage visibility Test Move Card automations before you publish AI Agents: test behaviors before publishing Pipefy AI Agents: new Lite, Standard, and Pro Models AI Agent E
You made it, and we're really glad you're here! 🎉The Pipefy Community is where people who are serious about transforming how work gets done come to learn, connect, and grow. If you're building your first automated workflow, deploying AI Agents across your operation, or just figuring out where to start, you're in the right place. Start here Before anything else, take a minute to complete your profile. Add a photo, your role, and a short bio. It makes a real difference when others are deciding whether to connect or reply. Your LinkedIn photo works perfectly!Then, have a look around. Here's what you'll find:💬 Ask, Share, Solve — Ask questions, share wins, and learn from what others are building with Pipefy, from simple process automation to full AI Agent orchestration.📚 Knowledge Base — Guides and articles created by the Pipefy team, organized by what you’re looking for: build, automate, manage, or monitor. A great place to go deeper on AI Agents, integrations, governance, and more.💡
Everything You Need to Know About Ideation in the Pipefy Community We're thrilled to have you helping us build a better Pipefy! This community category is the perfect place to share your ideas, exchange feedback with other members, and connect directly with the Pipefy team. Before Submitting Your Idea: 🔎 Search FirstCheck if someone has already suggested something similar. This helps prevent duplicates and strengthens popular ideas with more votes. 📝 Be DetailedThe more complete and visual your suggestion is (screenshots are welcome!), the easier it is for other users—and the Pipefy team—to understand the value of your idea. 💡 One Idea at a TimeAvoid submitting multiple suggestions in a single post. Keeping ideas separate makes it easier to track them and increases the chances of a thorough review. What Happens After You Submit? Once a new idea is submitted, it goes through three possible review stages: Submitted – Your idea has been successfully received and is visible to the ent
Welcome to the Pipefy Community! This is the right place to ask questions, share ideas, connect with others, and stay up to date with what’s happening on the platform.To keep this space safe, respectful, and valuable for everyone, we've created a few simple — but important — guidelines. They help us maintain a healthy and productive environment for all members. 💙 Respect comes first Treat every member of the community with kindness and professionalism.Different opinions are welcome, but we do not tolerate: Insults, offensive language, or aggressive behavior Hate speech, discrimination, or intolerance Harassment, abuse, or intimidation This is a safe space to share and grow together. 📚 Organization matters Our community is organized into categories based on themes and user intent.When creating a post: Choose the most relevant category Use clear, descriptive titles Avoid duplicating content that already exists This helps everyone find what they need more easily. 🤝 Collaborat
We're having a problem:Some fields available on the cards aren't appearing as filter options.How can we make this field appear so we can filter?orWhy isn't the field displayed? Is there a rule or condition required to display it as a filter item?If anyone can help, I'd appreciate it.
For US enterprises, adopting AI is no longer the challenge. Exclusive Pipefy research with 148 companies from its customer base, pairing what they report with how they actually use the platform (AI Lens), found that 67.1% already use AI in some process, in line with the US Census Bureau, which recorded 19.8% of businesses using AI.The harder problem is governing what is already there, and much of it is invisible. In the Pipefy research, the most common answer to how much team time goes into prepping unstructured data was “we don’t know” (27.4%), and 34.2% know employees use public generative AI with no policy in place.The fix is not a different AI model. It is adopting a layer that orchestrates the systems and steps that already exist — like Pipefy, which connects people, legacy systems and AI Agents in a governed process, with audit trails and human review built in, without replacing the ERP. ⭐ Success story ⭐At Puma, HR ran onboarding with manual document review across 20 business da
In it’s present form, Pipefy cannot be used as the principal platform for process/workflow implementation at scale for operationally critical processes.There are insufficient and inadequate safeguards identifying and protecting interdependencies between components, for example;conditional references to phases, fields, field contents automation references to phases, fields, field contentsDelete a field referenced in an automation and the automation fails silently. Before deleting a field, try finding automation references to that field. At scale and for operationally critical processes, this is a critical vulnerability.
I am having some problem when I starting the 'Curso de Pipefy Integration Platform - iPaaS' training. When I click on it in the Academy, it shows up with no content. Are you guys experiencing the same issue?
Hello everyone!!! A good question to you masters of Pipefy:Is it possible to create conditionals similar Phase Fields or StartForm Fields on Interfaces? Thx
How can we get a backup of whole documents we upload to the platform time to time as an offline backup? In the same way, about the info, can we get a backup of that?
I am reporting an issue with the mobile app where the application consistently crashes every time I try to attach a document to a card.I have recorded a video showing multiple attempts to upload a file, and in each instance, the app closes unexpectedly as soon as I attempt the attachment. I am attaching the video to this topic for reference.This happens repeatedly and prevents us from completing key tasks on mobile. Please look into this issue and release a fix.
In the mobile app, the ARCHIVED fields continue to appear normally, unlike Pipefy on the web browser. This is an issue that severely disrupts the workflow for those who rely heavily on the mobile version.
Hello, I am attempting to use the Importer App to add data into Cards that are already Created. I have two columns - A - the Card ID of the Card made and - B - the numbers I wish to be added into a field that exists in the Pipefy phases. Please HELP! Because I do not know if this can be done. All the resources I have read on the subject only discuss creating new cards - and I do not want to do that! [Example “wish to create cards” and “creates multiple cards” ...]https://help.pipefy.com/en/articles/2446394-how-to-import-data-from-spreadsheetshttps://help.pipefy.com/en/articles/2446675-preparing-spreadsheets-for-the-importer-apphttps://help.pipefy.com/en/articles/6904523-how-to-import-data-into-a-pipehttps://developers.pipefy.com/reference/importer
Visibility, control and smart orchestration for processes Invisible processes and fragmented operations spread across spreadsheets and emails generate chaos and rework for your team. With this month's releases, we deliver centralized orchestration that gives control back to process architects, blending visibility and precise data management. All launches:Flow View and end to end mapping One click duplication for process reports Dynamic translation in AI Agent Tracing Granular data export permissions in Interfaces Map: now with your integrations too BYOM: now with gpt-5.6-luna, terra, sol and the current generation from OpenAI, Vertex AI, and OCI Simplified authentication for AI Agent Connectors Flow View and end to end mappingComplex processes lose their traceability when scattered across multiple tabs and hidden settings. With the new Flow View, you see the entire connected process diagram from start to finish on a single screen. The complete pipe structure becomes immediately clear
I had a connected field that was accidentally deleted, and because of this, all references to this deleted field in the connected cards are still appearing.I can't delete these references to the deleted connected field.Does anyone know how to "clean up" these ghost references from the card using GraphiQL?Thank you.
Hi everyone,I am exploring ways to improve an appointment management process and wanted to get some ideas from the community.Currently, I deal with NBI appointment requests where people select their preferred schedule, but sometimes they need to reschedule, update information, or miss some required steps before their appointment.Managing all these updates manually is getting harder because it becomes difficult to track which requests are pending, confirmed, waiting for action, or already completed.I was thinking about creating a Pipefy workflow with different stages for each step and adding automatic reminders for follow-ups.Has anyone created a similar appointment workflow in Pipefy?What setup or automations worked well for you to reduce missed appointments and keep the process organized?
Intelligence, governance, and agility to operate at the speed of the business June brings one of the largest release sets of the year. Pipefy expands AI Agent capabilities with MCP, Calculations & Analysis, and BYOM; delivers surgical visibility into what happens inside processes with Card Timeline and the Pipe Audit Logs API; and simplifies building and maintaining flows with a dedicated Automations page, a redesigned Conditionals Editor, and full-page Integrations All launches:MCP for AI Agents: Client and Server now available in Pipefy AI Agents: Calculations & Analysis for business logic without hallucination BYOM: bring your organization's AI models into Pipefy AI Agents: granular model and skills control per behavior Agent Builder: duplicate agents in one click Card Timeline: see everything that happened in a card, from start to finish Automations: more visibility, search, and filters inside the Pipe Conditionals Editor: cleaner interface, clearer logic, safer editing Pip
I created a shopping cart function by inserting a pipe within another, allowing me to create a CARD with multiple items from a database. However, when I retrieve the item information from a dynamic field, they all appear on the same line. Is it possible to insert a command to generate a line break? There are other data information to show, like a product A + price A [line1] ; product B… [line2]
Hi everyone,I've been using Pipefy for a few months, and as we've added more phases, fields, and automations, I'm starting to feel like our workflow is getting harder to maintain.At first everything was pretty straightforward, but now we have several automation rules that depend on each other, and it's becoming difficult to remember why certain actions are triggered. Making even a small change feels a bit risky because I'm worried it could affect another part of the process.For those of you managing more complex pipes:Do you have a naming convention or documentation strategy for automations? Have you ever reorganized a pipe because it became too complicated? Is it better to keep everything in one pipe, or split larger workflows into multiple connected pipes?I'd love to hear how more experienced users keep their Pipefy setup organized as it grows.
Goodday, I know I'm on a free plan and I exceeded my free usage quota. I proceeded to delete any useless information and I am now under the usage quota. However, I cannot access the pipes and still get the usage statistics when I try to, except I have no red bars anymore.How can I access my pipes now that the usage is lowered?
Brazil is the 2nd largest user of Generative AI in the world, second only to India.Yet that same country ranks 58th in deep enterprise AI adoption.It looks like a contradiction. It's actually one of the largest windows of opportunity Latin America has seen in decades.This pattern has a name: technological leapfrog. It's the same dynamic that played out with PIX, mobile banking, and WhatsApp as a commercial channel: without decades of legacy infrastructure to refactor, adoption of the next technology layer is cleaner than in mature markets. The data confirms AI is following the same path:78% of organizations globally already use AI in at least one business function (McKinsey, 2025) 60% fail to extract any material return, even with substantial investment (BCG, 2025) 86% of Brazilian professionals plan to increase AI investment, but only 7.8% have actually integrated it into their workflows (HubSpot, 2026) The problem isn't adoption. It's connection.AI has reached the systems. But it has
Proprietary models, agents operating via email, and end-to-end traceability. This month's updates advance two reinforcing axes: agents with more knowledge sources and more actions available, and administrators with greater visibility and control over everything that happens in the organization. ⭐ Check out all the new releases Text Editor: a modernized editing experience across PipefyPipefy is rolling out a new Text Editor across key areas of the platform. This update brings a unified, modern content creation and editing experience: more consistent, smoother, and visually coherent no matter where you're working inside Pipefy. New Text Editor in Portal and Interface text elements: edit instructions, descriptions, and text content through a refreshed, cleaner, and more responsive interface New Text Editor in Dynamic Fields inside Pipe phases: create and format content in dynamic fields with the same modern experience now available across the rest of the platform Audit Logs for Pipes a
More actionable dashboards, AI that acts across processes, and full visibility into API consumption. April's updates consolidate two movements at the core of intelligent orchestration: more power for agents and more control for operators. Check out all the releases:Duplicate Charts on the Dashboard Organization Attribution for API Metering AI-Suggested Agent Templates 2.0 API Consumption view Integrations Hub: Flow Templates are back Integrations Hub: AI Agents, new integrations, and editor updates AI Agents — New action: create connected card Duplicate Charts on the DashboardYou can now duplicate any chart directly from the dashboard surface in a single action. The duplicated item retains all original configurations — filters, metrics, layout — and is ready for immediate adjustments. No rebuilding required. Duplicate option available directly from the chart menu on the dashboard Duplicated item inherits all original settings (filters, metrics, groupings) Organization Attribution fo
Hi everyone,I’m trying to understand if it’s possible to integrate Pipefy with an external text styling tool that doesn’t currently have a public API.The goal is to transform or format text (for example, making it more visually styled) before or after it’s added to a Pipefy card.I’m wondering:Are there any workarounds for integrating tools without APIs? Can this be achieved using webhooks, browser automation, or third-party tools like Zapier/Make? Has anyone tried integrating a text transformation tool in a similar way?For context, I’m working on a “letras diferentes” style tool for generating formatted text, and I’d love to connect it with Pipefy workflows.
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