Tips and Inspiration
Share best practices, product hacks and templates you built with the community.
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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
When setting up a new email template, some settings need to be checked. If not, there may be a problem with diverging timezones. My template is at different times, now what?😧First you should access the template and check the current settings. The path taken is this: Pipe Settings > Email > Under Email Templates, select "My Templates" > Select the template you are going to make the change.After that we will check the template settings: Language Settings > Time Zone. ⚠ By default, all templates come in the default time zone GMT 00:00. And if you want to change it, you need to change each template. 👉🏼These settings can only be performed by a pipe member who has admin or super admin access.
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
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!🤖
Hi Community!Whether you're new to Pipefy or already an expert, there are 5 essential things you need to know to maximize your experience.✨That's why we created a Getting Started guide based on customer feedback and our own research. Inside the guide, you'll find: Curated content from experts Tips for structuring your workflow and collaborating with others. Ways to customize Pipefy to your needs. And more learning channels for you to explore. We're here to help you get the most out of your time, so let's dive in and explore! 🙌
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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
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