Tips and Inspiration

Share best practices, product hacks and templates you built with the community.

  • 91 Topics
  • 185 Replies

91 Topics

thassia
thassiaNew Participant
posted in Tips and Inspiration

Usando conexão de database ao invés de seleção de lista

Oi pessoal, Queria deixar uma dica com vocês referente a parte de listas que se repetem em vários pipes.Ao invés de criar um campo de seleção de lista e incluir esse campo em vários pipes diferentes, acho que o mais interessante é colocar essas informações em um database e criar um campo de conexão de db. Assim, caso você precise atualizar as informações da lista, você não precisará atualizar em todos os pipes que possuem aquele campo. Você apenas atualiza a informação uma única vez no database, e a atualização será automática em todos os pipes que possuem aquela conexão.Acredito que isso seja benéfico não apenas em listas com muitas linhas, mas também quando precisa atualizar os dados constantemente. Exemplificando:Na minha organização, temos 8 pipes com informação de leads. Em todos esses pipes eu preciso ter um campo informando a origem do lead. Ao invés de criar um campo de seleção de lista com a origem em todos os 8 pipes, eu crio um database com todas as origens, e conecto esse d

2
marcosmelo
17 hours ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

💡 Unlock the Power of No-Code AI

Ready to revolutionize your business game? Dive into our latest blog post to explore the dynamic fusion of No-Code and Artificial Intelligence, setting the stage for a groundbreaking era in technology!      Key Takeaways:📈 Discover why the global no-code AI platform market is set to hit $17.5 billion by 2030.💼 Explore how businesses outside the tech sector can benefit from this transformative technology.🔄 Uncover the ways no-code AI streamlines processes, enhances workflows, and boosts data analytics across industries.      Inside the Article:🤔 What exactly does 'no-code AI' mean?🔄 How does no-code AI differ from traditional AI-powered processes?🛠️ Explore the types of no-code AI tools and technologies making waves.🚀 Learn how to harness AI for seamless workflow automation.🚧 Navigate through the challenges and limitations of no-code AI.🌟 Discover popular no-code AI tools leading the pack in 2024. Ready to elevate your business strategy? 🚀 Click the link below and immerse your

252
Lucas-Elvis
1 month ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Tips and Inspiration

New Help CenterNews

Hey, everyone! Everything good? 😃 I'm Ian Castelli, and I'm part of Pipefy's Product Education Team!Exciting news—I wanted to let you know about some major updates we've made to the Pipefy Help Center. We've introduced new categories, reorganized some content, and laid out a more straightforward learning path! 🚀The goal is to simplify the process of finding tutorials that will enhance your use of Pipefy's features and help you unlock the tool's full potential. We're keen on hearing your feedback, and we hope you find the changes beneficial! Link:  https://help.pipefy.com/en

424
Lais Laudari
Community Manager
2 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

Dive into the Future of Productivity with Workflow Automation! 🌐

Are you curious about the magic that happens behind streamlined operations and heightened productivity? Dive into our latest blog post, "What Is Workflow Automation? 2024 Guide," where we unravel the secrets to success in the automated world. Here's a sneak peek into some of the key topics you'll discover inside the guide: 🔟 10 Advantages of Automated Workflows: Discover the undeniable benefits that come with embracing automation in your workflows. From time savings to error reduction, we'll guide you through the game-changing advantages that will transform the way you work. 🔄 Workflow Automation vs. RPA: Ever wondered about the difference between Workflow Automation and Robotic Process Automation (RPA)? We break down the distinctions, helping you navigate the landscape of automation technologies and choose the right approach for your business. 🛠️ How Do I Automate My Workflows?: Embark on your automation journey with practical insights on how to automate your workflows effectively.

152
Ezequiel Souza
2 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

Dive into the World of Business Processes 🚀

📢 Attention, managers, citizen developers, and all business enthusiasts! Are you curious about the fundamental types of processes that drive business success? Look no further - our blog post has you covered! Discover the intricacies of the three primary business process categories: core, support, and long-tail. Gain a deeper understanding of how each category plays a unique role in achieving organizational goals and objectives. Pay special attention to the often overlooked long-tail processes, as they have a significant impact on citizen developer initiatives. Core processes, also known as primary processes, are the backbone of any business, creating value for customers and generating revenue. Explore essential activities like marketing, sales, production, distribution, and customer service that fall under this category.But don't stop there! Our blog post delves into the intriguing world of long-tail processes. Learn how these lesser-known processes play a crucial role in business pro

132
marcosmelo
3 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

Discover the Key HR Processes for Business Success 🌟News

HR is more than just paperwork - it's about caring for people and aligning talent with strategic objectives.We invite you to dive into our latest blog article where we explore the 11 critical human resources processes that can make or break the success of any business. 🤓Learn how to strike the perfect balance between supporting employees through their journey and ensuring the right talent is in place to drive organizational goals. Discover how nimble, adaptive, and efficient HR teams can utilize streamlined processes and tools to simplify their work and focus on what truly matters: building meaningful relationships.In this comprehensive article, we reveal valuable insights on optimizing these essential HR processes. Elevate your employee experiences and set your HR or People Operations team up for unprecedented success.Click here to read the full article and unlock the secrets to HR excellence. 👉🏻Don't miss out on this opportunity to enhance your HR practices with AI and revolutioni

172
marcosmelo
3 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

💡 Why is process improvement important?Blog

Process improvement in business is usually a practice that aims to identify problems or opportunities in existing processes, create solutions, and then apply those solutions to processes so as to optimize them. 💡Have you already stop to analize your company process and how you could improve it?  Don't waste time and start 2024 by delving deeper into this subject!😎 👉🏼Check out this article in our blog post and find out more!

122
marcosmelo
3 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

⚡ The Power of RPA and AI: A Dynamic SynergyBlog

Robotic Process Automation (RPA) and Artificial Intelligence (AI) are game-changing technologies that can revolutionize businesses, reducing operational costs and enhancing the user experience. While they share similarities, it's important to understand their distinct differences. However, the true power lies in leveraging a combination of RPA and AI. Together, they create a dynamic synergy that goes beyond what they can achieve individually. In this post, we will explore how the marriage of RPA and AI can bring remarkable advantages, from optimizing business processes to achieving transformative intelligent automation. 📑Click here to read the full article on our blog to uncover the secrets of harnessing the power of RPA and AI!  

112
Ezequiel Souza
3 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

Unveiling Operational Excellence: Defining, Strategizing, and Unraveling the ImpactBlog

Welcome to a comprehensive exploration of operational excellence, a term that often becomes ambiguous in the business sphere. How about delving into the intricacies of this vital concept that every company aims to achieve?👉🏼What precisely constitutes operational excellence?👉🏼What strategies can be employed to achieve it?👉🏼And perhaps most crucially, what unfolds once this pinnacle is reached?  💡 Click here to demystify operational excellence with a clear definition, accompanied by real-world examples, read this post on our blog.  

1142
marcosmelo
4 months ago
Nicole Chiroli
Pipefy Staff
Nicole ChiroliProduct Manager
published in Tips and Inspiration

How to test the creation of connected cards using autofill

Have you ever had a card that should have created a “connected card” or a “new card” from an automation but didn’t?  It’s not frequent, but it can happen. Most of the time, the problem is in the card and/or fields. For that reason, today I am going to teach a trick on how to use autofill to check if there are any errors on your card preventing your “connected card” automation to run. First of all, you need to check if the autofill is enabled and set on the connection “advanced options”. If not, you need to set that autofill and match the fields with their correspondence in the origin pipe, just like you did with the automation. Once all the fields that are going to be filled automatically with the automation are matched in the autofill settings, it’s time to access the connection through the parent card and “try” to create a child card manually. If there is an error like, for instance, mandatory fields not being filled the connection will show where the error is and will prevent you

3714
amir_naderi
5 months ago
michel-dimelnet
michel-dimelnetNew Member
asked in Tips and Inspiration

Frequência de Recorrências

Olá,Em meus processos estou necessitando demais opções de frequências para as automações, como a cada: bimestre, trimestre, semestre e anual. 

4
Ezequiel Souza
5 months ago
Eduardo Cenciani
Eduardo CencianiNew Member
posted in Tips and Inspiration

New feature - Uso de Convidados externos / External guests

Boa tarde a todos! Como estão?Gostaria de abrir esse ambiente pra saber se vocês já estão usando essa nova feature de convidados externos e convidados da empresa, e casos de aplicação pra que possamos uns aprender com os outros É um prazer!Hi everybody! How are you guys?I would like to open this environment to find out if you are already using this new feature for External Guests and Company Guests, and in this space we can discuss about application cases, so that we can learn from each otherIs a pleasure!

2
diego-miranda
6 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

How can I restrict the characters that can be inserted into the field?F.A.Q.

🤔Did you know that in Pipefy you can use Regex in Short Text fields? RegEx, an acronym for Regular Expressions, is a type of programming used to match certain patterns, restricting or enabling certain user actions based on what is typed. Using Regex, only the characters you define (and in the format you choose) can be inserted into the field.😀For more details, check out this article from our Help Center!

613
genietim
7 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

What to do if your login is blocked?F.A.Q.

👉🏼Identification of a block on your accountAfter you try to login to your account and make a mistake 10 (ten) consecutive times your account will be blocked for access as a security measure everywhere you try to access. The block is characterized by the message "Your account has been blocked after multiple consecutive login attempts":Another image that can also appear in case of account blocking (even if you are not a member, you may be blocked from answering public forms):❓How to unlock your accountWhen this message appears, you can contact Pipefy's support team thorugh the email support@pipefy.com mentioning the situation, and the email address that needs to be unlocked. If you cannot use email, you can ask an Admin or Super Admin in your organization to open a chat with the support team directly on the platform.

1372
lucas-lacerda-pipefy
Pipefy Staff
7 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

Process Intelligence: A Comprehensive GuideBlog

Process intelligence allows organizations to improve their processes, increasing their operational quality across the board. Business leaders are thus willing to adopt a variety of tools to achieve this goal. Those tools are known by various names, such as process intelligence and process mining software.👀 Take a look at this guide in our blog post and discovery the power and benefits of process intelligence, its implementation, examples, and future insights.👉🏼 https://www.pipefy.com/blog/process-intelligence/Be sure to get our free guide > Definitive Guide to Business Process Automation 

500
Lais Laudari
Community Manager
8 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

🔓 Unlocking Efficiency and Accuracy With Intelligent Document ProcessingBlog

IDP integrates the ground-breaking technologies of artificial intelligence (AI), machine learning (ML), and natural language processing (NLP) to classify, categorize, and validate the data a business captures and extract meaningful insights that help grow and streamline that business.🤔What is intelligent document processing (IDP)?🤔How does IDP work?🤔What’s the benefits of IDP?🤔Where can you apply IDP solutions?👉🏼Find out all these answers in this blog article > https://www.pipefy.com/blog/intelligent-document-processing/Take the opportunity to get for free the Definitive Guide to Business Process Automation 

521
marcosmelo
8 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

Intelligent Process Automation: What It Is & How to Implement ItBlog

Intelligent process automation platforms can be a good fit for companies looking to make a digital transformation. Sweeping digital transformations come with a huge shift in the way work gets done at a business. Beyond problem solving, this indicates that IPA can detect and set key performance indicators for any process on its own, then report suggestions for meeting/exceeding them to users.Do you wanna learn more about how intelligent process automation works and its benefits?👉🏼Don’t waste time and access this article on our blog to stay on.https://www.pipefy.com/blog/intelligent-process-automation/Pipefy AI is coming soon!🤖

540
Lais Laudari
Community Manager
8 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

How AI is Transforming Business Process ManagementBlog

The fusion of business process management with AI technologies like OpenAI and GPT-4 is rapidly transforming the way companies build and manage their processes. AI helps businesses improve operational efficiency and create streamlined processes.🤔But What is AI in business process management?👉🏼Take a look at this blog post: https://www.pipefy.com/blog/ai-business-process-management/🤖Take the opportunity to see how Pipefy AI drives efficiency gains in every type of process:     https://www.pipefy.com/artificial-intelligence/

591
Ezequiel Souza
8 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

🔁 Automation to create connected cardF.A.Q.

The automation for creating a connected card is used to carry information from one pipe to another via the connection between the source and target pipe.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well.⚠️Importante for automation to work:The fields in the destination pipe, need to be of the same type as the fields in the source pipe. This means that you will not be able to send information from a number type field of the source pipe to an email type field of the destination pipe, for example.In the case of fields with multiple choices, such as the Single Selection type field, the choices in the source pipe field need to be exactly the same as in the target pipe field. If there is a difference, for example, lower case and upper case, the automation will not work.The fields must be set up as in this example:                       Pipe Test 1                                                                      Pipe Test 2On

890
Lais Laudari
Community Manager
9 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

💫 Automation to move parent cardF.A.Q.

This type of automation is ideal when you want to move the parent card after the child card has reached a certain phase in the process.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well. After that you need to connect the pipes, and have connected cards being created in the child pipe.⚠️Important for automation operation!For the proper operation of the movement of the parent card, there must be no obstacles to moving the phase card. For example, a required field in the current parent card phase can’t be empty, or the current parent card phase must not allow the card to move to the phase indicated in the automation. 👉🏼How do I create automation?You can choose from different triggers, like the one in the example below: "A card enters a phase". The automation will be created in the child pipe, as shown in the image: Now you will set the automation action: "Move the parent card". You must select the parent pipe, and also the

921
Ezequiel Souza
9 months ago
Ian Castelli
Pipefy Staff
Ian CastelliProduct Education Team
published in Tips and Inspiration

Pipefy for Request Management

Hello, Community! I hope you're great!Today, I share with you a quick video we created to talk about request management in Pipefy. As you know, Pipefy is capable of managing processes in the most varied areas (Purchasing, HR, Sales, IT), and many times these processes revolve around requests.We have a person who needs something asking someone else for this. The idea of the video is precisely to explain this dynamic, and help anyone understand how Pipefy can manage requests, regardless of the department! Check it out:  

932
marcosmelo
10 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

How to request a password reset on the platform?F.A.Q.

You can request a password reset directly on the platform, just access the link:👉🏻https://app.pipefy.com/accounts/recoveryEnter your email and choose one of the options below:  After filling out the email and sending it, you will receive a password reset link, which will be valid for 6 hours.

940
Lais Laudari
Community Manager
10 months ago
Lais Laudari
Community Manager
Lais Laudari
published in Tips and Inspiration

📧 How to send email before or after due dateF.A.Q.

 The first step is to create a phase where you will receive the cards that meet the requirement to send an email before or after the expiration date.  In the example, we will set it up so that 7 days before the expiration date of the field an email is sent to the customer.   After creating the phase we will create the recurring activity automation. The frequency within the recurring activity is at your discretion, in this case, we use every half hour. Also, we select the option to move the card to the "Proposal" phase which is the new phase created within the "Recruitment Process" pipe in the example:   Now we go to "Add new scenario" to set the card to move to the new phase, based on 7 days before expiration. Under Phases > Start Form, we select the due date field. Then under Relative, we set it to exactly 7 days ago, as in the video: After saving this first automation. Let's create the second automation, to send the email. At this point, you should have already saved the email t

1450
Lais Laudari
Community Manager
11 months ago
Rica
Pipefy Staff
RicaPipefy Staff
published in Tips and Inspiration

Export all users information in your orgProduct Hacks

Have you already asked yourself if there’s an easier way to pull a list of all users from your Pipefy organization?    Well, there’s a thing called GraphQL query that maybe can 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:   {  organizations(ids: [Paste here your Org ID]) {   members {     user {       name       email     }   } } }   It should look like this (example):   {  organizations(ids: [91162]) {   members {     user {       name       email     }   } } }   Afte

3131
khatkechetana
11 months ago
marcosmelo
marcosmeloPipefy Legend
posted in Tips and Inspiration

Error 30001 Permission Denied - Make/Integromat

Olá, Pessoal!Segue uma dica, caso encontrem esse erro no Make. A dica abaixo pode ser uma das soluções.Recentemente tive um problema na integração do Make com o Pipefy. Quando eu tentava salvar uma configuração de um novo cenário inserindo uma conexão já existente no Make, eu recebia uma mensagem de erro informando que a permissão foi negada. Error 30001 Permission Denied.[Painel Make] Depois de muita luta, consegui identificar a causa. A conta de usuário do Pipefy que eu estava usando na conexão com o Make, estava com a função de membro dentro do Pipe. Então, alterei para função de Administrador dentro do Pipe, o erro 30001 sumiu no Make e a integração voltou a funcionar.  [Painel Pipefy]  Mas o engraçado é que não sei como a função do usuário mudou de Admin para Membro. Essa parte estou verificando com a equipe de suporte do Pipefy. 

4
marcosmelo
11 months ago

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