Pipefy’s Automation feature help users establish better workflows, faster operations and error-proof processes. One of the most common and useful automations you can set is the one that moves cards automatically according to previously defined rules.

By moving a card from one phase to another you’ll save time and avoid a lot of manual work. The following example talks about an expense reimbursement process in which the card will go to the review phase if the value is higher than a certain amount (otherwise, it will go directly to the approval phase). 

In the video, we explain how you can set this on Pipefy: 

  • 0:12 - What is an Automation
  • 0:25 - Process example
  • 0:50 - Creating an Automation
  • 1:46 - Automation example

If you’re looking for more information regarding Automations, check these other articles that can help you as well:

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