Tips and Inspiration

Public Forms is Pipefy's key feature to improve your business' processes and help your team to increase its productivity daily. In this video, you will understand what is a Public Form, how it works and how you can start to manage your own forms right now.    

💡How about a moment with our experts to find out more about ArtificiaI Intelligence: creating processes, generating insights, automations and chatbot agents?Sounds great, doesn't it?😃Get ready to immerse yourself in the world of AI as we explore creating processes, generating insights, automation, and crafting chatbot agents.During this session, you'll gain valuable insights into the power of AI and its potential to revolutionize business operations. Stay tuned, we'll let you know about this training soon!But that's not all! Alongside the live training, we're excited to share a blog article titled "How AI Is Transforming Business Process Management." Discover real-world examples and insights on how AI is reshaping the way businesses operate.Ready to level up your AI knowledge? Access the blog article by clicking the link below:👉🏼

Na relação com fornecedores, clientes e parceiros, fraudes, processos lentos e falta de rastreabilidade ainda são desafios diários para áreas de Risco, Compliance, Compras e Operações. 💡 Com automação inteligente e Agentes de IA, já é possível conectar todas as etapas da jornada de stakeholders — do background check à homologação — com decisões mais rápidas, seguras e totalmente auditáveis. 

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

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.

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

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.

 Olá, Comunidade! Estamos empolgados em iniciar uma nova série de posts. Duas vezes por mês, vamos compartilhar casos práticos de aplicação da Pipefy AI Automation em departamentos específicos.  Para começar, vamos explorar um processo financeiro: a validação de notas fiscais para reembolso. Esse processo pode ser demorado e manual, exigindo a conferência de muitos detalhes. Mas, e se a IA pudesse fazer tudo para você de forma automática? 🔍 Assista ao vídeo para entender como a IA do Pipefy pode transformar essa tarefa. P

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

Understanding the Total Cost of Ownership (TCO) is crucial for making informed decisions about purchasing, implementing, and maintaining products, tools, or equipment. TCO encompasses all expenses incurred throughout the lifecycle of a product, including downtime, training, and other productivity losses. By quantifying these costs, TCO provides a clearer picture of not only the financial investment but also the value derived from the product. 🔗 Read our latest blog post to gain insights into TCO and learn how to accurately evaluate the full cost and value of your investments: Total Cost of Ownership (TCO): Definition, Components, and Examples 👉🏻Don’t miss this essential read to optimize your decision-making process and enhance your strategic planning!

IT management has become increasingly complicated in recent years, especially with the delivery of IT services. The wide availability of competing technologies can overwhelm and disorganize IT departments. However, in today’s data-driven world, there’s little room for IT errors – sensitive data can fall into the wrong hands or inefficiencies can compound until processes fail. Implementing an IT framework is a sound approach for regaining control of your IT environment, but it requires careful selection of the right model. 🔗 Read our latest blog post to explore the benefits of IT frameworks and learn how to choose the best one for your organization: 11 Most Popular IT Frameworks You Need to Know About In this post, we provide a general overview of IT frameworks and examine specific frameworks, focusing on how to select the best one for your organization.💥Don’t

Hey there, knowledge seekers! Are you curious about the cutting-edge technologies shaping the future of business operations?Dive into our latest blog post titled "How Decision Automation Is Revolutionizing Business Processes" to discover the transformative power of decision automation! In this insightful article, we explore how decision automation combines the prowess of artificial intelligence, business rules, and process data to streamline decision-making processes. Say goodbye to manual, error-prone tasks and hello to efficient, data-driven decision-making!Here's a sneak peek at what you'll uncover:🤖 The Role of Decision Automation: Learn how decision automation is reshaping the way businesses operate by automating repetitive tasks and reducing risks.📊 Technologies Driving Decision Automation: Explore a range of cutting-edge technologies and tools, including analytics tools, machine learning, predictive analytics, and more

Hi everyone!Dive into Alessio's latest Forbes article, "7 Strategies for Building the IT Team of the Future," and explore cutting-edge insights to lead and innovate in today's tech landscape. From fostering a culture of continuous learning to embracing diversity and innovation, Alessio shares essential tips for shaping a resilient and forward-thinking IT team. Whether you're a tech leader or an aspiring IT professional, this read is a must! 🔗 Read the full article here: 7 Strategies for Building the IT Team of the FutureFeel free to share your thoughts and strategies in the comments below! 👇

No funil de Marketing e Vendas da sua empresa, quantas oportunidades já ficaram esquecidas porque o follow-up atrasou — ou nunca aconteceu? 🤔 Ou porque a proposta demorou a sair, o lead esfriou e o concorrente chegou primeiro? 💡 A verdade é que boa parte dos times das áreas de Marketing e Vendas ainda operam “no manual”: múltiplos canais, planilhas, retrabalho e pouca visibilidade. Mas com automação e Inteligência Artificial integradas a

Happy Tuesday, everyone! Today I want to share the New Email Messaging with you and how you can use them to make communication between teams and requesters.  I hope you like it!   

The pipe reports are an advanced pipe tool that enables users to view all the information extracted from the fields of all the cards in your pipe in an organized, customizable spreadsheet format. This tool enables Pipefy users to easily create and save reports with pre-selected filters to access whenever they need the information. In this short video, you can check out how to create Pipe Reports!   

📢 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.

Hello, doers. How are you? Every Tuesday is a learning day! Today I want to share with the community how to set up email automation. Below you can check out this short and great tutorial.  Have a great day and great time learning!    

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