Skip to main content
Question

The Best Ways to Automate Pipefy Workflow Approvals

  • September 19, 2024
  • 1 reply
  • 76 views

jarethdf

Hello everyone,

I am working on setting up a new workflow in Pipefy & I want advice on the best practices for automating approval processes. I need to ensure that our approval system is both efficient and scalable as our team grows.

What is the best way to structure approval steps for multiple stakeholders? Should I use conditional logic to streamline the process??

How can I configure notifications to ensure timely responses from approvers without causing notification fatigue?

Are there effective strategies for managing delays or rejections? How can I automate escalations to ensure critical approvals do not fall through the cracks??

As well, I found these resources when doing research on this; https://community.pipefy.com/ask-the-community-43/best-practices-for-automating-multi-step-approval-msbi-vs-power-biprocesses-in-pipefy-4074

if anyone have any resources, tutorials or personal experiences please share with me, It would be greatly appreciated!!


Thank you...😊

1 reply

marcosmelo
Forum|alt.badge.img+18
  • Pipefy Legend
  • 1465 replies
  • September 20, 2024

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings