How automations help keep a creative agency’s recurring projects on track. 

Now that I’ve gone in-depth on how Pipefy Helps Our Ad Agency Field 100+ Requests Monthly, I thought I would share a simple hack in our workflow that you can apply to any project management pipeline.

For us, we know that every week we have to produce 6 newspaper ads. As such, we have created simple automations to create cards at a certain time every Monday at 8AM.

The great thing about this process is that it allows us to include pre-populated information in the card that saves time. We can automatically include all the information needed to complete the project, rather than having to manually create a card each week.

Here’s how it works, on your left-hand menu, press “Automations” --- > “Create a New automation”. Here is a preview of what our automations look like. 

Learn more about automations at this link. What are some ways that you are using simple “card creation” automations to help improve your workflow? Comment below! 

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Matt is Director of Marketing for ICA Advertising, a Texas-based Advertising Agency. I speak English & Spanish and have been using Pipefy since August 2020.