Estimated reading time: 5 minutes
Pipefy improves workflows by automating and integrating all the information and processes of your company in one place.
In this article, we are going to meet:
In Pipefy, a process is called a Pipe.
Pipes are composed of Phases, represented by columns that symbolize each step of a workflow.
In the image below, we have an example of a purchase process. In this case, the phases are:
Each phase has fields that represent execution rules and may contain conditionals to keep the process standardized.
To create a pipe, choose a pre-built template in our Template Gallery.
You can customize it as you like. Alternatively, you can also build a process from scratch.
🔔 Only people with the Admin role can create and edit pipes. Click to learn more about members and permissions.
Cards are one of the main elements of Pipefy.
Depending on the process, it can represent a new request, lead, order, product, support ticket, task, and more. In a Purchase Process, a card can represent a request, for example.
Each card carries basic information to guide the process and can be moved to the next phase until completion. If you like, you can create an automation to move them automatically.
Use the Start Form to collect all the information needed to start a new process on the pipe.
You can customize it with fields and conditionals that make the most sense for your operation. Then, make it public and share it with people outside of Pipefy via a single link.
Whenever a customer, supplier, or your team fills out a start form, the information submitted will compose a card, which will appear in the first phase of the process.
You can also group multiple public forms from multiple processes in a single Portal.
Reports and dashboards
Create and save reports by combining different kinds of filters and information. Access them whenever you need to consult specific data.
With Pipefy's native BI dashboards tool, you can visualize your data in graphs of various formats, such as lines, areas, bars, tables, pie, etc.
These tools centralize data extracted from your processes in one place, making it easy to analyze information and gather insights.
Make your process management and execution much easier with Pipefy, centralizing all your company's information in one place.
Your customers, suppliers, and other involved parties will have greater visibility into their own requests without your team making efforts to do so.
For more tips like this, join the Pipefy Community, where you can share your questions, give feedback on our product, and interact with other members.
You can also learn how to make the most of our platform on free courses at Pipefy Academy.