Hello everyone,
I am working on setting up a new workflow in Pipefy & I want advice on the best practices for automating approval processes. I need to ensure that our approval system is both efficient and scalable as our team grows.
What is the best way to structure approval steps for multiple stakeholders? Should I use conditional logic to streamline the process??
How can I configure notifications to ensure timely responses from approvers without causing notification fatigue?
Are there effective strategies for managing delays or rejections? How can I automate escalations to ensure critical approvals do not fall through the cracks??
As well, I found these resources when doing research on this; https://community.pipefy.com/ask-the-community-43/best-practices-for-automating-multi-step-approval-msbi-vs-power-biprocesses-in-pipefy-4074
if anyone have any resources, tutorials or personal experiences please share with me, It would be greatly appreciated!!
Thank you...😊
