What's New at Pipefy

 👉🏽 Check out the post in Portuguese here.--Exceed expectations for service delivery with AI Agents. Free your team from continually answering the same questions and enhance requesters’ experiences with customizable service chatbots available 24/7. AI Agents answer common questions, centralize information, and help users submit and track their requests, all in conversational UI. Agents also act as a knowledge base for policies and processes. Some of the use cases include:Answering questions about PTO, benefits and other internal policies Providing status updates for requests such as purchase orders Helping employees submit expense reports AI Agents:⚙️ Are easy to setup: Follow our step-by-step guide and upload your policies.📈 Cut costs while increasing productivity: Spend less time answering frequent questions and let FTEs focus on what matters.🚀 Boost customer experiences: Deliver instant, accurate answers, and help initiate requests, track progress and get assistance.  See it in

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! 

Business Process Management Platform Globally Compliant in Information Security Today we achieved the International Organization for Standardization (ISO) 27001:2013 certification for its Information Security Management System (ISMS) to support global customers using its Business Process Management Platform. “Knowledge workers are at the forefront of deploying no-code tools, like Pipefy, that enable teams to automate and optimize business processes. Now, more than ever, information security is critical to maintaining continuity between IT and Business departments.  By achieving our ISO 27001 certification, Pipefy extends our commitment to our customers, for whom security is a top priority. By investing in ISMS, Pipefy not only meets the needs and expectations of our customers, but we’re also empowering Citizen Developers to take on more complex projects with confidence, while remaining a dependable and compliant IT business partner,” said Alessio Alionço, Founder and CEO at Pipefy. Pip

We understand that most companies and teams are going through challenging times, changing the way they work. Pipefy is a work management tool to help you automate and centralize your processes no matter where your teams are located. We created a few templates based on our customers' experiences during this time to help your team stay connected while remote. During this webinar we share these processes with you and demonstrate how Pipefy can help you with more tips and best practices as well. Click on the video below to watch this webinar.      

Hi, members of our community  I’d like to share the new improvements we’ve made for you to have an even better email experience. 1.  Mark thread as read/unreadNow in the open card email inbox, you mark the threads as read or unread, flagging it and letting other team members know when you saw an email thread or not, thus improving the collaborative work related to emails. 2. Removed email wrapperNow all the emails sent manually have their default content wrappers removed to ensure users get the final expected result of the emails they send using Pipefy. Now the wrapper does not change the content width anymore and also the wrapper styling settings won't affect the content anymore. 3.  Attachments upload progress barNow when you are uploading attachments to an email, there’s an attachment upload progress bar that indicates to users that the upload is happening and gives an idea about how long it will take. 4.  Default email field values (v1)Now in the Shared Email Inbox, when you are co

Hello Doers, The third quarter of the year has ended, and we wanted to share some of our first results w/ our new community ideation section after launching a fantastic community of doers.  The review aims to highlight some of the most critical contributions from the community that was released and the main ideas that are still on our radar.  Here is a quick status for Pipefy Community ideas in Q3: 3 ideas delivered  55 new ideas created 143 replies to ideas  340 votes on ideas   Once again, a big thank you to everyone in the Pipefy Community who shared their ideas as well as voted on other community member's ideas. The product team LOVES the insights and feedback you’ve given us over the last quarter!  We’re happy to share that the following 55 ideas you submitted 3 have been delivered: Thanks to all of our brilliant idea contributors: @Emily Jameson @rebeca.venancio @Mary Anne  @John Williams @Moacir Souza @Ricardo Palhares @claudiovalverde @ivan.novofoco @Jéssica Martins @Dieg

We have great news!  Our workflow automation platform just got better!The beta trial has now concluded and the new Pipefy 2.0 UI is permanent. This new version helps ‘doers’ around the globe drive digital transformation by optimizing efficiency, improving the stakeholder experience, and empowering Pipefy clients to make data-driven business decisions. Streamlined, automated, and centralized operations - New email templatesEasily Customized, automated, and set-up. Pipefy's new email feature is game-changing!  - IntegrationsIntegrate your pipes with other tools in your tech stack to centralize your workflows in a single place.Engage with employees, vendors, and customers on or off the platform Request Tracker Enable requesters to track their cards' status even if they don't have a Pipefy account. Mobile App Track and monitor your operations anywhere, anytimeExpanded measurement capabilities and visibility Dashboards Choose the data you want to pull and how you’d like to chart it, for a c

Hi community members, howdy?We've launched our new Databases 2.0 and you can now explore and start taking advantage. With a redesigned look, the new Databases ensures a faster and more intuitive experience with the new features. Create new columns with the add (+) button, just like you do to add new phases in a pipe, and use the drag and drop feature to create and manage your databases. In addition, you can create connected databases and easily identify the reference database through the new visual feature with icons and specific colors, so you don't have to leave your screen and access the settings to find this information. Also, if you are a Database Administrator, you will be able to choose the members of each Database who will be able to access the data visualization. Click here and find out all about the new Databases 2.0.

Hello, dear community  I am an Associate Product Manager here at Pipefy and I am here to announce that we have released the beta version of the Flow. ✨ The Flow is a new and improved way for users to see the processes holistically, from beginning to end, and facilitate users' understanding of Pipefy. To access it you need to have admin permission on the pipe and open your pipe settings.  Initially, the Flow shows you the start form/public form, the phases, and their fields showing the pipe in a more uniform and connected way. The feature also allows you to go to the edition and it shows the movements within phases. Although for now, the Flow is more visual, we are still working on improvements for it. 🚀 Please send us your feedback and improvement suggestions, it helps us a lot to improve the product every day. Thank you! 🌹

Hey, Community members. 🤗Do you want to know more about our roadmap and stay on top of every single features our product team is working to delivery? You can access our Roadmap and If you got a new idea, submit it here!Our opinion is important for us. 😍 

We are proud to announce that Pipefy received the International Organization for Standardization (ISO/IEC) 27001:2022 certification for its Information Security Management System (ISMS) to securely support global customers using its business process automation platform. In addition, it achieved ISO/IEC 27701-2019 and ISO/IEC 27018-2021 certifications."No-code tools like Pipefy enable teams to easily automate and optimize business processes, and information security is critical to maintaining and protecting the privacy of information between IT and business departments.” - Alessio Alionço, Founder and CEO of Pipefy.Read more about it here > https://www.pipefy.com/press-release/certifications/

Thank you for joining Pipefy Summit 2022 | Building processes you can trust. We hope you enjoyed it! 😊If you missed a session or want to revisit something you learned, you can access all sessions through the link below. And if you have further questions, don't hesitate to contact us here in the Community.  Access all sessions  See you next year! 

Hi Community!🏆Our top 3 contributors from May are:Brazil@marcosmelo @Ezequiel Souza @Lucas Democh Global@genietim🎁 All of you will receive a gift card through DM soon!Congrats guys, you all rock! 👏🏼 Member Group Events Participation MayPoints Marcos Melo Brazil 100 (Interview) 1.845 Ezequiel Souza Brazil -   1.067 Lucas Democh Brazil -   755 Tim Bernhard Global - 1.617 Thanks a lot for caring and always keeping an eye on the Pipefy Community, sharing knowledges and helping each other to solve problems. You rock!👏🏼👀Do you wanna be part of this list next month?Check it out!

August was a special month because we got to know the pets from our community members. To see so many cute pictures of cats and dogs made our day much better!  It wasn’t easy, but we had to choose the three most voted pictures. Although all the pets are super cute, here are the winners who will receive a stylish Pipefy Infusion Water Bottle!   The third cutest pet was…      The lovely Nina!  Congratulations, @Vinicius Castro   The second cutest pet was …      Mylo Ren, the adorable german shepherd. Congratulations, @KeelyW  And the first place goes to              Edu’s little and beloved boy. Congratulations (again), @Eduardo Kano     Thanks to everyone who participated in the second Pipefy Community Contest!  We loved to see your pets! Stay tuned for our next contest.    FYI: 

We are more than thankful for you to attend the 3rd Pipefy Community Global Meetup. 💙 We hope you enjoyed the experience! 💙 It was a successful event and we were happy to see how the Custom Integrations are a great step forward to improve even more your processes.  Below, you will find the link to check out the presentation and also the recording of our meeting.  Thank you again and we look forward to seeing you in the next Meetup.    Watch the meetup More about the Integrations 

 Hi Doers!  We've been working hard to bring everyone together and create the best experience for you. Because of that, we've been wondering what would you like to see more often in our community!  I'd love to hear from you examples of topics you would like us to cover, use cases you would love to see in more details, product hacks you're interested in, and anything else you would like to to learn more about.   

We are excited to officially welcome you to Pipefy Summit 2022 - Building processes you can trust.  What is Pipefy Summit? On December 7th, get ready for a day full of panels, learnings, networking, and fun! In our 3rd edition, Pipefy’s process excellence experts and guests will share their best practices and insights into how to automate processes and optimize workflows in order to save money, conserve IT resources, and improve efficiency.  Who should attend? Pipefy Summit is designed for  professionals who want to help their teams achieve operational excellence and build processes they can trust. more about how low-code platforms can drive efficiency and provide solutions to empower your team to create and control business processes, eliminating manual work.  Whether you are just beginning your digital transformation journey or you’re looking to solve a complex process orchestration problem — this event is for you!  What to expect in 2022 • Get inspired by our speakers and leaders co

It was so amazing to see all the special and inspirational women we have among us. People who inspire us to be better every day!  It's a long way to equality. However, we are grateful to have such incredible women fighting and working with us!   The three most voted stories are…  @Eduardo Kano  and Waleska Confortini@Sarah Lane and Leanne Brown @amanda_malaquias and @Williany  and more: @bruna.griebeler is a reference for a lot of girls in the community. We are more than proud to celebrate the wonderful woman you are!  Of course, you will receive the swag too.  Who posted the story and the inspirational women will win a stylish headphone!   Let's build an equal and inclusive community together!  Thank you for sharing the stories with the community! 

Hi, members of our community I’d like to share the new improvements we’ve made for you to have an even better email experience. 1.  Header with Icons only Now in shared inbox the selected email threads have less visual pollution in its upper tools bar, since we are displaying icons only.  2. Read / Unread emails filter on KanBan and List views Now in the Pipes' Kanban and List views filters there is a new filter available to allow doers to filter cards with read or unread messages on those views, and thus optimize their use flows. 3.  Manual Refresh of Shared Email Inbox Now doers can manually refresh the shared email inbox and force the update of email threads and emails.  4.  Threads Pagination Now doers don’t need to rely on infinite scrolling anymore to find past email threads. We implemented a simple email threads pagination component that allows users to navigate to older emails threads pages and look upon older emails.  5.  Alert when replacing fields with email templates Now wh

We would like to inform you about a recent issue we encountered regarding email delivery and the actions taken to resolve it.⚠ Over the weekend, our third-party email delivery tool was blocked due to unexpected activities. To minimize the impacts, we have adjusted all security settings, and the restoration process may take up to 72 hours or more.➡ As a result, some customers may continue to receive our emails in the spam folder during this process.This issue has affected email delivery, both manually and through automation.👉🏻We kindly ask you to check your spam folders and mark our emails as “not spam.”We are taking every possible measure to address this situation, awaiting the release of our official account, and tirelessly seeking support from the third-party tool.🙏🏼 We apologize for any inconvenience this may cause and are confident that the situation will be normalized shortly. We appreciate your continued patience and remain available for any questions or additional assistance

Hello, community!We from Pipefy are always looking to improve our platform, and we believe there is no one better than people who use our product daily to be a part of its development. So today, we would like to invite YOU to help us improve. If you are interested in shaping Pipefy’s future roadmap and creating something amazing for users such as yourself, please click here. This is a quick test to help us understand a potential new feature and get your insights to perfect it.Oh, and we are going to We look forward to having you help us in this task and improve Pipefy together. Thank you in advance!  Portuguese edition here.

Hello Community! We're thrilled to kick off this week with some exciting updates that are sure to elevate your experience within our community. Without further ado, let's dive into the details! 💎Fresh Look for the Main Page: Get ready to be greeted by a sleek and revamped main page! We've worked hard to enhance the user interface, making it more intuitive. Navigate effortlessly as you explore the wealth of resources our community has to offer. As I'm sure you've noticed! ⭐Super User Program Relaunch: Great news for our Superusers - the Super User Program is back in action starting today! We've revamped the program to offer even more benefits. Here's a glimpse of what's new: New Points Table: Earn points for your contributions and unlock exciting rewards. The more you engage, the more you earn! Trade Points for Experiences: In addition to prizes, Superusers can now trade their earned points for exclusive experiences with our team. Get ready for one-of-a-kind interactions and insights

Hi Community!🏆Our top 3 contributors from June are:Brazil@marcosmelo@Ezequiel Souza@thassia  Global@TMZ🎁 All of you will receive a gift card through DM soon!Thanks to all of you for collaborating!👉🏻What are you waiting for to join the ranking?See you next month!😉

Hello, everyone. Today we come with a minor yet huge improvement in automations.   Previously, when creating automation with the event "when a card enters a phase" if the card was being created [start form] the automation wouldn't work because, technically, the card couldn't 'enter the phase' if it was not created yet and it would require to change the automation event to "when a card is created". Confusing, right? We had many support tickets with this problem, and we'd need to explain the problem was in the 'logic' behind the start form is not a phase.  To fix this problem and prevent friction, we have now allowed cards from the start form to work with both events. No matter if you select "when a card is created" or "when a card enters a phase" for cards coming from the start form, the automation will work regardless. In case you find any problems with new or current automations, please open a card with our support team immediately. Thank you!   

🌟Attention IT professionals! If you're in IT and love podcasts, catch Pipefy founder & CEO Alessio Alionço on the Digital Transformation Podcast.In this new episode, Alessio shares his perspective on the fusion of AI with process automation technology. His insights include:How to get the most value from AI. Strategies for ensuring success with AI tools. Why AI is a game changer for process management and automation.Alessio details how Accenture — a global professional services company — has built a true IT-business team partnership. Today, IT teams are incentivized to identify and solve business problems while also imagining new possibilities to improve customer experiences and business outcomes. Alessio also draws on his own experience to provide a framework for cultivating the lean mindset and an incremental approach to optimizing processes in order to drive growth. ▶ Curious to learn more? Tune in now, and explore the insights.Pipefy’s AI features are already transforming how y