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Tips and Inspiration

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

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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!

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Anonymous

published in Tips and Inspiration

💡Streamline receipt validation for reimbursements with AI

Hello, Community! We’re excited to kick off a new series of posts. Twice a month, we’ll share practical examples of Pipefy AI automation use cases for specific departments. Up first: receipt validation for reimbursements. This finance process can be time consuming and may require lots of manual work to verify details, increasing the chance of errors. But what if AI could handle all of this automatically and accurately? Add Pipefy AI Automation to your finance department for faster, more reliable reimbursement processing and receipt validation. 🔍Check out this video to learn how to automate your receipt validation with Pipefy AI. Ready for another use case? 👇Let us know in the comments which department you’d like to see featured next: HR Legal Procurement Customer SupportWe look forward to hearing your thoughts, suggestions, and AI Automation success stories!

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Anonymous

published in Tips and Inspiration

💡Simplifique a validação de notas fiscais para reembolsos com IA

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. Pronto para mais um caso de uso? 👇 Conta nos comentários qual departamento você gostaria de ver em destaque na próxima postagem:Jurídico Compras Recursos Humanos Suporte ao Cliente Queremos ouvir suas opiniões e sugestões!

mariafer_suporteNew Member

posted in Tips and Inspiration

Possibilidade de copiar e colar no campo de data de vencimento

Verificamos que houve uma atualização no campo do tipo "Data de vencimento", nessa atualização não é possível copiar a informação, por exemplo de um Excel/WhasApp/ Outro sistema para colar no campo do cartão .

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Anonymous

published in Tips and Inspiration

Total Cost of Ownership (TCO): Definition, Components, and ExamplesBlog

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!

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Anonymous

published in Tips and Inspiration

11 Most Popular IT Frameworks You Need to Know AboutBlog

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 miss this essential read to enhance your IT strategy and safeguard your data!

Ian CastelliProduct Education Team

posted in Tips and Inspiration

Process User Course Now Available!

Hello, everyone! 😁I have great news to share today!We have a brand new course at Pipefy Academy called Pipefy for Process Users. 🚀This course is designed for users who work with Pipefy but don't necessarily need to build processes from scratch or create automations. Learn how to run processes, set account preferences, use pipes, define SLAs, create custom forms, and much more.Don't miss out:https://pipefyacademy.teachable.com/p/pipefy-process-users

published in Tips and Inspiration

Move the Line - Why the IT Zone of Influence Must Expand!Blog

The role of IT teams has transformed significantly. Beyond managing day-to-day operations and ensuring security, IT is now pivotal in achieving broader business goals. From cost containment to strategic planning and innovative problem-solving, IT's influence is crucial. 📈 Brian Greenberg, CIO at Fortium Partners, says: “As businesses increasingly rely on technology to drive growth and innovation, the responsibilities of IT leaders have evolved to encompass strategic planning and alignment with business objectives.” In other words, IT isn't just behind the scenes anymore—they’re now at the forefront, shaping business goals and driving revenue growth. 🔍 Discover how IT teams are expanding their zone of influence and why it's essential for business success. 👉 Read the full article now!

published in Tips and Inspiration

Explore the Future of Business Efficiency: Access the Automation Trend Report 2024!News

The need for process automation has never been more urgent. Gartner predicts that the market for business process automation tools will soar by 38% in the next three years, jumping from $2.6B in 2022 to a staggering $3.6B by 2027. Why is this happening? More business teams than ever are leveraging automation to reduce errors and enhance efficiency. The types of workflows being automated are diversifying rapidly, benefiting not just business teams but also IT departments. No-code automation tools are empowering business teams to operate independently while freeing up IT resources, enabling them to focus on strategic initiatives and innovation, essential for cost optimization and driving business growth. Pipefy's 2024 Process Automation Trends report delves into why companies are increasingly adopting business process automation tools to navigate economic challenges, stimulate growth, boost business team autonomy, and optimize IT resource utilization. 📈 Key insights include:Distribution

published in Tips and Inspiration

Innovate Your IT Future: Pipefy & Forbes Present Essential Strategies!News

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! 👇

published in Tips and Inspiration

Discover the Future of Workflows: AI Workflow AutomationBlog

Hello, fellow innovators! Are you ready to embrace the cutting-edge technologies reshaping the way we work? 🤖 Our blog post, "AI Workflow Automation: How to Integrate Artificial Intelligence Into Workflows," is here to guide you through the next frontier of automation! In this captivating read, we explore the transformative power of artificial intelligence in revolutionizing workflows. From the evolution of business automation software to the emergence of AI-driven solutions, we uncover how organizations are leveraging technology to stay agile, efficient, and competitive in today's fast-paced world. Here's a glimpse of what's inside:🔍 Understanding Workflow Automation: Dive into the world of no-code business process automation (BPA) and discover how it's enabling digital transformation across industries.🌐 The Rise of AI in Workflows: Explore how artificial intelligence is taking automation to new heights, optimizing processes, and driving innovation in organizations of all sizes.📈

published in Tips and Inspiration

Explore the Future of Business ProcessesBlog

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, that power decision automation systems.💼 Benefits of Dec

published in Tips and Inspiration

Don't Miss Out: Unlock the Power of AI

💡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:👉🏼How AI Is Transforming Business Process Management🤖Don't miss out on this fantastic opportunity to stay ahead of the curve and unlock the full potential o

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

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

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

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.

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

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

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!

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!

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.

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

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.

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!

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