Tips & Inspiration

Intelligence, governance, and agility to operate at the speed of the business June brings one of the largest release sets of the year. Pipefy expands AI Agent capabilities with MCP, Calculations & Analysis, and BYOM; delivers surgical visibility into what happens inside processes with Card Timeline and the Pipe Audit Logs API; and simplifies building and maintaining flows with a dedicated Automations page, a redesigned Conditionals Editor, and full-page Integrations All launches:MCP for AI Agents: Client and Server now available in Pipefy AI Agents: Calculations & Analysis for business logic without hallucination BYOM: bring your organization's AI models into Pipefy AI Agents: granular model and skills control per behavior Agent Builder: duplicate agents in one click Card Timeline: see everything that happened in a card, from start to finish Automations: more visibility, search, and filters inside the Pipe Conditionals Editor: cleaner interface, clearer logic, safer editing Pip

Brazil is the 2nd largest user of Generative AI in the world, second only to India.Yet that same country ranks 58th in deep enterprise AI adoption.It looks like a contradiction. It's actually one of the largest windows of opportunity Latin America has seen in decades.This pattern has a name: technological leapfrog. It's the same dynamic that played out with PIX, mobile banking, and WhatsApp as a commercial channel: without decades of legacy infrastructure to refactor, adoption of the next technology layer is cleaner than in mature markets. The data confirms AI is following the same path:78% of organizations globally already use AI in at least one business function (McKinsey, 2025) 60% fail to extract any material return, even with substantial investment (BCG, 2025) 86% of Brazilian professionals plan to increase AI investment, but only 7.8% have actually integrated it into their workflows (HubSpot, 2026) The problem isn't adoption. It's connection.AI has reached the systems. But it has

Proprietary models, agents operating via email, and end-to-end traceability. This month's updates advance two reinforcing axes: agents with more knowledge sources and more actions available, and administrators with greater visibility and control over everything that happens in the organization. ⭐ Check out all the new releases  Text Editor: a modernized editing experience across PipefyPipefy is rolling out a new Text Editor across key areas of the platform. This update brings a unified, modern content creation and editing experience: more consistent, smoother, and visually coherent no matter where you're working inside Pipefy.  New Text Editor in Portal and Interface text elements: edit instructions, descriptions, and text content through a refreshed, cleaner, and more responsive interface New Text Editor in Dynamic Fields inside Pipe phases: create and format content in dynamic fields with the same modern experience now available across the rest of the platform  Audit Logs for Pipes a

More actionable dashboards, AI that acts across processes, and full visibility into API consumption. April's updates consolidate two movements at the core of intelligent orchestration: more power for agents and more control for operators. Check out all the releases:Duplicate Charts on the Dashboard Organization Attribution for API Metering AI-Suggested Agent Templates 2.0 API Consumption view Integrations Hub: Flow Templates are back Integrations Hub: AI Agents, new integrations, and editor updates AI Agents — New action: create connected card Duplicate Charts on the DashboardYou can now duplicate any chart directly from the dashboard surface in a single action. The duplicated item retains all original configurations — filters, metrics, layout — and is ready for immediate adjustments. No rebuilding required.   Duplicate option available directly from the chart menu on the dashboard Duplicated item inherits all original settings (filters, metrics, groupings)  Organization Attribution fo

With a fully redesigned platform, we’re introducing a new learning experience to help professionals and companies build more efficient, strategic, and data-driven processes. Pipefy Academy certifications cover everything you need to know to use AI features, create automations, configure integrations, and much more. Now you’ll find:✨ More intuitive navigation🤖 Quick, practical, and up-to-date content🎯 Learning paths tailored to your maturity level🎥 Full courses, bite-sized lessons, webinars, and more Everything is designed to give you more autonomy and help you accelerate results with Pipefy. And the best part: if you were already part of the previous platform, all your progress, history, and certifications have been preserved. Explore the new Pipefy Academy and take your skills to the next level. 

 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! 

Hello! My name is Thiago and I work as Product Designer at Pipefy. I'm very glad to share with you a new plugin for WordPress I've been designing and developing in the last month. There's a lot of WordPress users around there. And a lot of them use contact forms every day. And probably they're struggling out with email settings, SMTP, and all these hard stuff to get their contact forms working. We all know the Public Forms inside Pipefy are awesome. Inside Pipefy you can structure your workflow and then make the start form public for everyone by generating a link. This form is the pipe’s front door. Its fields ask for all the information people must provide before creating a new card. This card can be one lead, an email, a customer question... basically anything. So I had the idea of creating a simple but powerful way to launch this form in all WordPress pages. By installing the plugin you can integrate your website with Pipefy and enable customers to communicate with your team dire

Want to learn Pipefy in a hands-on, self-paced way, focused on the skills that truly matter for your role? That’s now easier than ever with the Pipefy Academy Learning Paths! 🎯 What are Learning Paths?These are curated sets of courses and certifications organized by user role inside Pipefy. They're perfect for those who want to develop their skills but aren’t sure where to start, giving clear direction on what to learn first and how to go deeper. Each path includes short video lessons, quizzes, exercises, and individual certificates for each completed course. 📚 Available Learning Paths: 👩‍💼 Process ManagerBest for those who oversee workflows, monitor performance, and lead continuous improvement.Includes certifications in:Process Management AI Specialist🛠️ Process ImplementerFocused on building workflows from scratch, applying best practices, and automating tasks with AI.Includes certifications in:Process Implementation Process Management AI Specialist🔧 Process EngineerDesigned fo

It is the first Tuesday of the year, and I'm happy to start the day with new content for the community members. Today I want to share with you how to set up and create dashboards using Pipefy! Check out this quick video and start to see and measure your processes. Happy Tuesday, everyone!   

Hello,I hope you enjoy this video showing how to improve the company's processes without the need to have multiple systems. Streamline your processes and make your team more agile. Combine all your business requirements into one single platform. If you have any questions, please let me know.Best,Mauricio Aizawa

🤔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!

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

ZEISS, a global leader in optics and optoelectronics, faced challenges with manual and unstructured workflows, causing productivity bottlenecks and IT governance risks. By partnering with Pipefy, ZEISS automated over 70 workflows across IT, HR, Procurement, Sales, and Logistics within 2 years! 🌟Key Wins:144% Increase in Productivity: Customer onboarding processes now see a 50% reduction in lead time, from 4 to just 2 days! 762 Hours Saved Per Month: Automation saves significant time in key processes. Enhanced Efficiency: Lead time for lens exchanges reduced by 184%, and procurement efficiency improved by 48.5%.  Why Pipefy?Centralized Requests & Visibility: Streamlined processes with a no/low-code platform. Customizable & Flexible: Tailored workflows to meet specific business needs. Governance & Control: Improved monitoring and ROI calculations.  "Pipefy’s automation allows us to control implementations, monitor deliveries, and improve process quality. Clients stay informe

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!

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

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! 👇

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.📈

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

💡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

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

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