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  Expected results: Save time by automatically creating recurring activities and making sure your team follows their routine. What is this useful for? Automatically creating cards for recurring daily/weekly or monthly activities (such as accounts payable, extracting reports, team meetings, etc.) . Before you get started you'll need to: Specify which task you wish to automatically create in your team's task management pipe.  In our case we want a card to be created every Monday 9 a.m. to remind the team to extract all necessary reports before the team meeting on Wednesday. How to: Access the automation menu by clicking on the automation option in the sidebar (in the left side of the screen);

Hi, I would love to build a table on my email template with specific content from my vendor to be  displayed on the body of the email. Is it possible? 

Hi, is it possible for users to be Pipe admins but not company admins? I want to set different permissions to different users based on their responsibilities and processes. 

Use automation to eliminate the need to manually fill in fields Expected results: Save time by automatically updating information in your pipe's fields  What is this useful for? Use automation to update fields in your pipe with data from database records.  Save time by not having to manually fill in all your employee data every time they open a new request while ensuring yo

Use automation to speed up your automation flows Expected results: Save time with efficient and automated approval flows. What is this useful for? Based on your business rules, demand approval from other teams or managers so that requests can flow smoothly and warrant better alignment and quality.  Example: the value of purchase that demands approval from the manager. Before you get started you'll need to: Make sure the first phase of you

Use automation rules to automatically assign overdue demands to the team manager   Expected results:  Avoid delays in deliveries by notifying the manager when a task becomes overdue. What is this useful for? You can use automations to create an automated escalation process. Whenever a task/card becomes overdue

Is it possible to build and save Reports so I don't need to create new ones every time? 

I just realized that after inviting a couple new team members to Pipefy I was charged in my credit card for adding. Do you know what happened? 

Hi, I would like to update my credit card and billing information. Where can I do that?