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: