Tips and Inspiration

 It’s Tuesday and today we will learn more about Conditionals!   How to use better this amazing features and get more time and optimize even more your processes? Check it out in this video:    Keep learning with the Pipefy Community!  

Today is learning day, and I want to give you an overview of how you can use our platform to improve your team’s productivity. Lack of pattern in content creation, missing deadlines, and approved materials with mistakes is happing in your team? Find out how you can get full visibility of all marketing requests and build a better process.   

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!   

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!    

 Today is Tuesday and it’s learning day! Teams worldwide are struggling to find ways to work remotely and keep on track of tasks and collaboration between departments. Check out this process demonstration on how to use Pipefy for remote work management! Happy Tuesday!   

A Success Case is a detailed usability and outcome report, in which you register your customer’s results using Pipefy. In this article, we’ll teach you how to design a Success Case, so you can present your results internally to your team and managers. Note: Always remember that a Success Case has a well-structured Success Plan behind it. (Read about it here and learn how to make your own.) Why should you share your work results internally and create a Success Case? By evaluating real us

The Success Plan is a document in which you register your company’s goals for implementing Pipefy. It’s the groundwork for measuring what you want to achieve once you start using the new tool. In this article, you’ll learn how to design your own Success Plan, so you and your team can map and track your expectations and goals.How important is the Success Plan?When you list the criteria that are non-negotiable to determine whether or not you have achieved success, you’ll have a parameter for comparing your company’s operation before and after Pipefy’s implementation. After mapping your desired outcomes, you will be able to customize and improve your processes in a clearer and more organized way. Step by step to create your Success Plan:

Customers usually ask us “how can I use automation to update my field with an empty value?”  After a few tests, I found a way to do it using automation. This workaround is recommended if your company is on the Business or Enterprise plan (we are going to need automation and a field conditional to enable this workaround).  Ps: If you are not in on one of these plans and want to upgrade your account, you can contact the support team in our chat or your CSM, if you have one. ;) 1. First of all, you need to choose what type of field you want to update. We need to create a new field of the exact same type as the field we want to update. So, let's pretend we are interested in updating a field type D

Have you already needed to create a Select field with multiple fields on a Database?    Well, there’s a thing called GraphQL mutation that can maybe 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:

  Hi everyone, I’m here to share how you can easily add a Data view (KPIs, SLA etc) in PowerBi using Google Sheets as a data repository.   Here is a step-by-step on how to configure it: Connect Pipefy and Google Sheets using Zapier by selecting the trigger New Card  or  Moved Card, so every time you create a new card, it will automatically go to the spreadsheet. Second, connect Google Sheets and Power Bi using using the Web Page Connect option.  Tip: to connect both you need to follow the steps below: Copy the shareable URL link Open PowerBi workspace and use the web as a source Past the link from Google Sheet and change to: "edit?usp=sharing" TO "export?format=xlsx" The connection is done. Customize your dashboard as you like. Pro Tip: Update information using the schedule for Powe

Hello, everyone! My name is Lucas Pimenta and I want to share with you a component created by us here in Capgemini to fully integrate the Pipefy platform together with UiPath (RPA Platform). With this connector, you can enchant your RPA projects to be able to create, move, update and delete cards and more, automatically through the RPA Robot. Link here: https://connect.uipath.com/marketplace/components/pipefy-x-uipath-custom-activities/review   I hope you enjoy! And I really appreciate any kind of feedback!   Regards,

Have you ever heard of ProccessLead time? Process Lead time is the amount of time between the start of a process and  its conclusion. In other words, it’s the amount of time from a card creation until it reaches an end phase of the process.   To check you process lead time For that, you must create a report with the following information: : “Created at” and “Finished at”.  After se

Do you know you can easily calculate the ROI (return on investment) on your process?    There are multiple features that save you a lot of time, like: automation rules, automatic emails, PDF generator and connected cards.   On average all the features above save up to 5 minutes of work from a Pipefy user every time they run.    To know how many times these features ran in your process, last month for example, just ask your CSM (Customer Success Manager)! They can pull this data and share it with you.    ROI, is a pretty straightforward formula: ROI = ((Gain - Investment) / Investment). The r

Have you already asked yourself if there’s an easier way to pull a list of all processes IDs from your Pipefy organization? Using  a GraphQL query that will be possible.   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

QR code (or Quick Response code) is the trademark for a type of matrix barcode (or two-dimensional barcode). A barcode is a machine-readable optical label that contains information about the item to which it is attached.   In other words, it's a link that your smartphone camera can read.    Pipefy's start form can generate a public link that allows anyone to create a request from outside our software. This link can be easily configured  as a QR code. Ok, and so what?   The QR code can be an easy way to fill a reimbursement form, travel/facilities, or any HR request d

Leanr how to manage your maintenance requests with Pipefy and as a result:  Automate repetitive tasks Centralize information Standardize handling of request fulfillment Improve your communication with stakeholders    

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.