Overview
Pipefy's flow view just went through a full redesign. Now you see your entire process in one connected diagram, from start to finish. The whole structure of your pipe is laid out in front of you at once, ready to be understood.
What's new?
- End to end process view: every phase, form, AI agent, and automation appears in one connected diagram that shows how the flow runs from start to finish.
- Selective focus: hover over a specific phase or automation to highlight it and dim the rest of the map, cutting out visual noise.
- Path tracking with lock: lock the connection lines between phases using the lock icon to study a full path without losing sight of the connections as you scroll or zoom.
- Direct editing: click any AI agent, automation, phase, or field to edit it.
- Complementary pipe information: see the pipe's SLA, description, labels, and everyone with admin permissions. More control over process information and who can change it.
How does this help?
- Cuts process knowledge transfer time dramatically by giving you one complete view of how a process was built, with no need to navigate through multiple tabs.
- Makes it easier to spot problems and broken flows by showing clearly whether there are conflicting automations, orphan phases, or duplicated paths causing unexpected behavior.
- Improves process documentation by letting you capture the entire logic of a pipe on a single screen to share with stakeholders or teams who need to understand the process without opening the configuration.
- Speeds up process redesign by visually showing the impact of removing or consolidating phases before you publish the changes, reducing validation cycles.
Use cases
1. Take over a process you didn't build
An analyst joins an insurance company to maintain the claims process and inherits the main pipe with no documentation. They open Flow and, on a single screen, understand what was invisible: automations that fill fields on their own, cards that move phases automatically without anyone touching them, and "Create connected card" automations pointing to two other pipes nobody had mentioned, one for assessment and one for payment. They click "Go to pipe" and open each one to keep reading. Hovering over the phases, they see the exit paths from each step. On day one they already know what the process does on its own and what depends on people, without hunting down whoever built it.
2. Understand where the process crosses into other pipes
An HR specialist documents a recruitment process that starts in "Candidates," generates a connected card in "Technical Interviews," and moves on to "Offers." In the Flow of the Candidates pipe, they see the exact point in the process where the connected card is created and which pipe it goes to. They click "Go to pipe," open "Technical Interviews" in another tab, and repeat the reading. Pipe by pipe, they document where each step happens without depending on whoever built the process.
3. Find out why cards are skipping a phase
After hearing that some reimbursement requests are skipping the "Audit" phase, the pipe admin opens Flow and hovers over the "Move card" automations on the previous phase. One of them links straight to "Done," a shortcut they didn't know existed. They lock the lines with the lock icon so they don't lose the reference, click the automation, and open the rule in a new tab, where they find the condition causing the detour. Flow shortens the search across dozens of automations to a single one.
4. Audit a pipe before handing responsibility over
A pipe admin is about to transfer a hiring pipe to a colleague. They open Flow and, on a single screen, review the 8 phases, the fields collected in each one, and every automation running there, including an approver rotation nobody remembered existed. Hovering over the phases, they see the exit paths from each step. Instead of rebuilding the process from memory, the two walk through Flow together and stop only at the automations that need context, opening each one with a click.
Most relevant for
- Pipe admins who need to review, audit, and diagnose problems in processes.
- Process specialists who document complex workflows with multiple connected pipes.
- Operations managers and leaders who need to understand flows before making changes or communicating with stakeholders.
- New admins taking over responsibility for existing pipes.
Plans and availability
Flow view is available now for 100% of Multi-Tenant (MT) organizations. For Single-Tenant (ST), availability is under evaluation.
