Tips & Inspiration

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

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.

📢 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

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

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!

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!  

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.  

🚀 Discover the exciting updates and enhancements we've made in November.Enjoy improved efficiency, innovative features, and an enhanced user experience. Don't waste any time, upgrade now and take your business to the next level with our latest innovation! Share it with your colleagues and keep up to date with Pipefy’s new features!  

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

To get the week off to a good start, I'm bringing you a very hot video with the latest product news for October! Share it with your colleagues and keep up to date with Pipefy’s new features! 

This is our last interview of 2023 so don’t miss out on the chance to meet this Superuser! The series will return next year, so stay tuned! This month we’ll learn about Diego Miranda, Senior Logistics and Warehouse Analyst at One Subsea and Pipefy Community Superuser. He shared a little bit about his experience and results with Pipefy. > Tell us a little about yourself. Where are you from? What subjects interest you? And your hobbies? What is your position and what company do you work for?I’m a Senior Logistics and Warehouse Analyst at One Subsea. My name is Diego Miranda, and I’m from Guarulhos-SP but recently moved to Curitiba-PR to take on new career challenges. I’m 32 years old and I’ve worked with logistics for over 12 years, mainly within Customer Success in multinational businesses such as Pepsico and Mondelez. I transitioned careers to the Oil and Gas Industry within Logistics and Warehouse at Aker Solutions, which recently underwent a transition. It’s now part of One Subsea

This month, get to know Community Superuser Ivan Abduch, Co-founder and CTO at Newfy, a Grupo Novofoco company, and learn about his experiences using Pipefy.  > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed? My name is Ivan Abduch, co-founder of Newfy and father of Samirzinho. I love drawing and preparing Asian food. These hobbies balance my professional objective of empowering managers to develop more competitive companies. > How do you use Pipefy in your work routine?  My first contact with Pipefy was in mid-2017. We were looking for a tool to make our consultancy on management systems, especially ISO 9001, more tangible and less bureaucratic. We wanted to offer our clients something that went beyond a paper certificate, something that really added value and remained in the management of their companies. During the external audit, we received praise from the certifying body for the innovati

👉🏼Identification of a block on your accountAfter you try to login to your account and make a mistake 10 (ten) consecutive times your account will be blocked for access as a security measure everywhere you try to access. The block is characterized by the message "Your account has been blocked after multiple consecutive login attempts":Another image that can also appear in case of account blocking (even if you are not a member, you may be blocked from answering public forms):❓How to unlock your accountWhen this message appears, you can contact Pipefy's support team thorugh the email support@pipefy.com mentioning the situation, and the email address that needs to be unlocked. If you cannot use email, you can ask an Admin or Super Admin in your organization to open a chat with the support team directly on the platform.

This month, get to know Community Superuser Vicente Lemes, Systems Analyst, and part of the strategic management department in CHQ Group's Technology and Innovation division and learn more about his experience using Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed? I'm from a little town called Carneirinho, on the edge of the triangle of Minas Gerais, right on the edge of the state.I'm a Systems Analyst in the strategic management department of the CHQ Group, which is the holding company responsible for the Chiquinho Sorvetes brand.Within strategic management, I'm part of the Technology and Innovation division, which is responsible for leading innovative projects and using technology to drive the group's growth.I read and watch a lot of content about bodybuilding, philosophy, science, technology, games, and, of course, automation, which, as well as being part of my job, is a subject I par

This month, get to know Community Superuser Tim Bernhard, owner of Bernhard Webstudio, to learn more about his experience using Pipefy. > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed? I am Tim Bernhard from Zürich, Switzerland. I am interested in everything computers (but also chemistry), and I like to read, swim, hike, and go indoor climbing. I am a full-time student (computational chemistry) and a part-time entrepreneur with my company Bernhard Webstudio. I offer software consulting services. > How do you use Pipefy in your work routine? My main experience with Pipefy has been setting it up for clients. Their use of Pipefy is quite diverse; everything from financial, HR, and CRM processes to projects or workflows. As I could implement anything they asked for, most of my time with Pipefy is spent writing code that interacts with the Pipefy GraphQL API. That is how I can implement the more c

Get to know Lucas Democh, co-CEO at Bowe and Community Super User. In this interview, Democh shares his experience using Pipefy and the results he's been able to achieve.  > Tell us a little about yourself. Where are you from? What are your interests and hobbies? What is your job, and where are you employed?“My name is Lucas Democh. I'm from Goiás, Brazil, but, currently, I'm a digital nomad and have been traveling the world for almost two years. I have a degree in Business Administration and Philosophy, an MBA in Finance, and a postgraduate degree in Philosophy. In addition to the work that pays my bills, I am an ultramarathoner. My biggest achievement in running is having ran a 217 km non-stop race (BR135; the Brazilian version of Badwater). When I'm not running, working, or participating in the community, I love to read — especially philosophy and psychology books.I am currently co-CEO at Bowe and am responsible for the strategic management of the company's operations, as well as

Process intelligence allows organizations to improve their processes, increasing their operational quality across the board. Business leaders are thus willing to adopt a variety of tools to achieve this goal. Those tools are known by various names, such as process intelligence and process mining software.👀 Take a look at this guide in our blog post and discovery the power and benefits of process intelligence, its implementation, examples, and future insights.👉🏼 https://www.pipefy.com/blog/process-intelligence/Be sure to get our free guide > Definitive Guide to Business Process Automation 

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 

Intelligent process automation platforms can be a good fit for companies looking to make a digital transformation. Sweeping digital transformations come with a huge shift in the way work gets done at a business. Beyond problem solving, this indicates that IPA can detect and set key performance indicators for any process on its own, then report suggestions for meeting/exceeding them to users.Do you wanna learn more about how intelligent process automation works and its benefits?👉🏼Don’t waste time and access this article on our blog to stay on.https://www.pipefy.com/blog/intelligent-process-automation/Pipefy AI is coming soon!🤖

The fusion of business process management with AI technologies like OpenAI and GPT-4 is rapidly transforming the way companies build and manage their processes. AI helps businesses improve operational efficiency and create streamlined processes.🤔But What is AI in business process management?👉🏼Take a look at this blog post: https://www.pipefy.com/blog/ai-business-process-management/🤖Take the opportunity to see how Pipefy AI drives efficiency gains in every type of process:     https://www.pipefy.com/artificial-intelligence/

The automation for creating a connected card is used to carry information from one pipe to another via the connection between the source and target pipe.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well.⚠️Importante for automation to work:The fields in the destination pipe, need to be of the same type as the fields in the source pipe. This means that you will not be able to send information from a number type field of the source pipe to an email type field of the destination pipe, for example.In the case of fields with multiple choices, such as the Single Selection type field, the choices in the source pipe field need to be exactly the same as in the target pipe field. If there is a difference, for example, lower case and upper case, the automation will not work.The fields must be set up as in this example:                       Pipe Test 1                                                                      Pipe Test 2On

This type of automation is ideal when you want to move the parent card after the child card has reached a certain phase in the process.👉🏼What do I need to start the automation?First you must have both pipes created, and with fields created as well. After that you need to connect the pipes, and have connected cards being created in the child pipe.⚠️Important for automation operation!For the proper operation of the movement of the parent card, there must be no obstacles to moving the phase card. For example, a required field in the current parent card phase can’t be empty, or the current parent card phase must not allow the card to move to the phase indicated in the automation. 👉🏼How do I create automation?You can choose from different triggers, like the one in the example below: "A card enters a phase". The automation will be created in the child pipe, as shown in the image: Now you will set the automation action: "Move the parent card". You must select the parent pipe, and also the