What's New at Pipefy

Do you believe your pet has that certain “star quality”? This month's contest is for you! I mean… it is for your pet!  We want to invite you to share with the Pipefy Community: If you could bring any of your pets to the office which one would you bring?  Post  a cool picture showing your dog, cat, parrot, goat, chinchilla, bird, horse, hamster, you name it, we’ve got it -  and tell us why you had chosen him/her.    The three most voted (and fluffy) pet’s photo will receive a surprise gift!  🗓️ You can post your picture until August 28th! The result will be announced on August 31st. Start your engines, community members and may the best pet win! 🐕🐹🦎🐦🐇

Our Open Office Hour is an online event in which we receive, for half an hour, all Pipefy users who need to clear any doubt. We have a process specialist hosting to talk to you and answer your questions!  🤓 Portuguese Session:Tuesday at 10h30 BRT 🤓 English Session:Wednesdays at 10 am PST  🤓 Spanish Session:Thursdays at 11h BRT  See you!             

Hello, doer!We know how important it is for you to measure your process performance and report it visually. So we’re glad to announce that, beginning today, you can test the beta version of Dashboards, our new reporting functionality, for free! With Dashboards, you will be able to: choose what data you want to pull and combine it to create custom reports - all of that in a no-code, easy-to-use interface simplify complex data and translate it into different types of charts like line, area, bar, pie, table, calendar, and number deeply understand performance, eliminate bottlenecks and get actionable insights to optimize your operation  Click here to learn how to enable the beta version of Dashboards! Here are some metrics you will be able to keep track of and report: HR:  Time to hire Hiring budget spent Open positions x Filled positions Employee performance Average time of each phase/step  Finance:  Berry ratio Accounts received on time Compliance rate PO cycle time S

Hi Doers, working from home can be super nice. But I miss commuting to the office every day, taking a break and meeting my colleagues for a cup of coffee, in-person meetings, having lunch with customers, decorating my workstation and playing with the office pets.       Do you feel the same? Yes?     If so, I invite you to share with the community a cool picture of what you miss the most about going to the office!         The picture with more likes will win a cool swag from Pipefy!   You can post your picture until July 24th! The result will be announced on July 31st     Let the games begin! 

Hello, doer! We from the Product Team have been working hard to improve your email messaging experience. Starting in September 21st, you will be able to: Customize the entire email, from the subject to the signature, with dynamic fields that pull information from your cards (like card ID, URL, title, email, username) Use the automation triggers you already know and love - like card created, card moved, updated field, recurring activity - to send automatic emails based on templates Create and edit email templates both in the email builder or directly in the automation page Send email templates manually form your cards and make whatever changes you want For more information, please check out this full article describing what chances for you.  This will help you not only to save tons of time but will also make your communication with customers, employees and vendors more personalized and assertive.  IMPORTANT ⚠️: But this is a major change that can affect automation jobs and current

Say hello to the Pipefy AI The next frontier in no-code process management and automation!Step into the future of process management and unlock a new level of efficiency, data-driven decision-making, and remarkable results for your team.Imagine any process, and watch the magic happen as Pipefy AI builds it for you.✨Get valuable insights from your current processes as Pipefy AI digs deep through them to surface the data you need. 🚀 Be among the first to experience the power of Pipefy AI.👉🏼 Sign up now for early access and be the first to experience the future of process management.  

We've announced the new timetables for our Open Office Our!Our Open Office Hour is an online event in which we receive, for half an hour, all Pipefy users who need to clear any doubt. We have a process specialist hosting to talk to you and answer your questions! 🤓 Portuguese Session:Tuesday at 10h30 BRT 🤓 English Session:Wednesdays at 10 am PST  🤓 Spanish Session:Thursdays at 11h BRT  See you there!          

We are pleased to announce the winners of the first Pipefy Community Contest! The winners will receive a super cool Pipefy T-shirt!  The message on the T-shirt: “I am a problem solver”  Thanks to everyone who participated in  this contest.  Stay tuned for our next contest in August! You can’t miss it!  Shall we go to the results?!   The third best office picture was …     @Ricardo Palhares  (14 votes)! Congratulations, Ricardo!   The second best office picture was …     @Eduardo Kano  (17 votes). Congratulations, Eduardo!   🥇 And the first place goes to            @Edmar Machado !!!!! The best office picture with 19 votes!!!  Congratulations, Edmar! Isn’t she lovely?    FYI:  

 👉🏽 Check out the post in Portuguese here.--Automate away: simply describe what you need and Pipefy AI will help you eliminate up to 40% of manual, repetitive, or high-volume tasks - yes, that is an actual result. With AI automation, admins and developers help teams get rid of low-value tasks, avoid errors and increase efficiency. Aside from executing tasks, Pipefy AI is also able to recognize images, extract data and interpret information.  AI Automation use cases include:New hire document verification Legal document summarization Invoice matching and payment approval | 🎥 Check out the video Supplier evaluation | 🎥 Check out the video ✨ Pipefy AI uses proprietary data, LLMs, and your team’s expertise to deliver actionable, domain-specific solutions. 👉🏼 Start using AI Automation and eliminate up to 40% of manual work! 💬 Already using AI Automation? Let us know how you’ve been using the feature or leave your questions about it in the comments below. 

We're proud to announce Pipefy has improved how to work and collaborate through email. We know many processes start with an email, making inboxes central to teams’ information and interactions. Now, when logging into Pipefy, you will see a new tab on the navigation bar called “Emails.” There, you will be able to set up shared inboxes like contact@company.com, sales@company.com, billing@company.com, and centralize all communication shared between team members, suppliers, and anyone you need to interact with. This new view ensures: More productivity through automation and integration capabilities Better collaboration with team members, customers and vendors Less context switching by centralizing information in a single place More visibility so no emails fall through the cracks  Send and read emails within Pipefy, see which cards emails are connected to, assign team members to take care of them, and more. Set up your team's inbox on Pipefy by clicking on “Emails” on the pipe header.

Hello, Pipefy community ✨ We would love to know more about the way you use Pipefy to handle requests from other teams, customers, or vendors, so I invite you to post below with the following info:   Company name Process name What problems were you facing before using Pipefy? What solution did you use before Pipefy? What was wrong with that solution that made you look for something else? What are the main benefits of using Pipefy? How do you use our platform?* Testimonial  *If you want to share screenshots, please be careful with sensitive data. I can’t wait to read more about your use case! 🤩

Hello, doers! I have awesome news to share with you today!   The new Template Store is here!    Pipefy’s Template Store is the place for you to find plug-and-play process templates to hit the ground running and quickly bring efficiency to your team.   In this new version, you will find: Improved and brand new templates based on the best practices of top companies around the world New categories to help you easily find what you’re looking for A refreshed, more intuitive look I would love to hear your thoughts about it     

This month's contest wants to celebrate the Brazilian initiative Yellow September! 🟡Creating a healthy routine is essential for our bodies and also for our minds. Because of that, we want to know what are your health habits your company incentivizes!   What do you do at work time that makes your routine healthier?  Share with the Pipefy Community at least one habit that contributes to calm you down and help you be more productive. Do not forget to add a nice picture and explain why this practice is vital for you! For example, yoga sessions with colleagues, running before work, to-do lists, journaling, and smalls pause to relax. 🧘‍♀️🏃‍♂️📝 The three most voted healthy tips will win a special swag to help you to keep your healthy lifestyle. You can post your picture until September 29th! The results will be announced on September 30th.  Let’s build a healthy work-life balance together!  🟡Yellow September is a Brazilian campaign to raise awareness about the problem of suicide in the c

Hey, community!  I have great news for you! We just released the brand new Request Tracker!  🔎 Now, your internal and external clients can keep track of the status of their cards by themselves in just a few clicks. With the Request Tracker, you’ll be able to:  Let requesters check the status of their cards even if they don’t have a Pipefy account; Free those in charge of processing the requests from the need to update requesters manually; Increase both customer satisfaction and the team’s productivity. Learn more about Request Tracker! 🤓

Every Doer has a unique story and context behind why they joined the Pipefy Community, but everyone helps us toward a common goal of creating the largest community of change-makers in the world.  We are proud of the community we are building together and we want to give special users extra fuel to make it even more exciting for all of us and recognize users that achieve extra miles with Pipefy. To help grow Pipefy Community we are accepting nominations and applications for the first Pipefy Super User Program. This program was built for people interested in helping others and leveling up their Pipefy experience.  Why apply to be a Pipefy Super User? Are you enthusiastic about process management? Eager to solve problems? Is Pipefy one of your most-used tools? If you thought “yes” to any of those questions you are the perfect candidate to help other Doers thrive in the community and boost your career by helping you to solve more challenges your organization is currently facing.  If you ar

Over the past years, women's rights and roles in society have been changing for the better. With social media, we were exposed to a huge number of histories from inspirational women all over the world! Awe-inspiring and unique women who contribute with their full potential to different causes, made contributions to future generations, and lead their communities towards success. We know that the only way to make our society a better place is to guarantee that every woman can use her voice, make her own decisions, and engage in any opportunities she wants to.  This month’s contest wants to celebrate the inspiring women that we are honored to have in our organization. ✏️ Tell us a history about someone you have WORKED with and how she inspired you to be a better professional. This month, the important thing is to share great stories about amazing women!  Ladies, get ready for a dose of inspiration!  The three most voted stories will win a special swag for who posted and, of course, for th

Forms are the first intake of a process inside Pipefy and represent whatever you wish, such as a reimbursement request, a marketing request or a job application.   They can be restricted to the team with Pipefy accounts or shared externally through public forms, which you can customize and embed on the company website. This way, people who do not have an account, such as customers, suppliers and candidates, can access forms and send their intakes. Inside the Template Gallery, the Forms category gathers templates of the most common use cases. Here, you can choose a form to start customizing it as you wish.  The template has pre-filled fields that you can edit as you wish; just select a field on the left and drag and drop in the form to add a new one. According to your needs, choose fields such as date, attachments, assignees, emails, telephone and much more.  After setting up the form fields, it's time to set the sharing options. Click on the sharing options button to set up the public

Hello, doers! 💙 I'm Isa! I'm part of the Customer Education team here at Pipefy and we are super proud to announce one more course at Pipefy University! If you are one of these people that loves to avoid double-work (especially when it comes to manual tasks, such as creating, updating, copying and pasting), the Basic API and Integrations Certification course is for you! Through this course, you will be able to run basic queries and mutations to perform basic actions in GraphiQL.   The course is 100% free Total course duration: approx. 30 minutes  At the end of the lectures, you can take a quick quiz to earn an exclusive certificate! 💻 To enroll, click here.  When finishing, don't forget to spread the word about your new skills, ok?

Hello everyone! 👋 I am here to invite you to our beta/testing program for a two new features we are developing in Pipefy: Guest Permission and Request Area. If you need to invite external guests to your company and want them to have a proper and safe way to sign in on Pipefy - this is for you!  We now have a new user permission, called "External guest". Invite as many people as you want with this new role level. Guests will access your company's Pipefy account and create requests only on select forms that will appear in the Portals tab.In other words, as an Admin, you can decide which forms your guests will have access to! Amazing, right? 🤩Additionally, they will be able to follow their requests in a new Request Area - all of this within your company's account, guaranteeing privacy and security. Currently, we are opening up a few slots for early adopters who want to test this and provide us with feedback. If you are interested in that, please fill out THIS FORM! 🚀 Learn more.

Hello Community! This past August, we have deployed several improvements to enhance your email experience! 1.  Unread email iconsNow email users can see two new icons on closed cards in the Kanban view to help them track which cards need their attention. We intend to improve this user experience even more with the soon-to-be-launched unread email filter also in the Kanban view.no icon: card has no email closed envelope with red dot: card has unread email opened envelope: all emails are readEasily find cards with unread emails that require your attention 2. Print emailNow you can not only print your emails (both individual messages and whole threads in a card), but also save them as a PDF. This is a small but important step towards better compliance and sharing of the information exchanged via emails in our platform.Print your emails or save them as PDF 3. Delete emailFor those users who need to clean up their inboxes (e.g. spams, emails sent by mistake, repeated messages…), now they ca

Hello, dear Community members Now you have the possibility to enable or disable the little timers that appear at the bottom of each card, just by checking “Enable timers on cards” checkbox on Company Settings (don’t forget to save your changes by clicking on the “save” button). When this option is enabled, you will see 3 different timers in each card of a pipe, the first timer tells how much time the card has been in the current pipe, the second tells how much time the card has been in the current phase, and the third one tells the last time when the card was updated, so you can have a better control over your processes time.  Hope it’s helpful for you, and don’t forget to share any feedback or question! 

Hi Doers, I'm happy to announce our brand new Sharing Center!    You should be the one defining how and with whom your forms are shared. And choosing the best way to do that just got easier.   The Sharing Center is the place for you to find and set up multiple ways to receive information to get your processes started.   Choose your way: Making your start form public Embedding the form to web page Sending your form through email without leaving the platform Setting up the form with an email inbox Adding forms to a portal Connecting your form to another pipe Giving specific people access to the form   I hope you like it! :)