Estimated reading time: 2 minutes

Create streamlined workflows with Pipefy's automations. Transform manual tasks into agile work with this feature, so you can focus on more important demands.

In the video below, we’ll take you through the first steps to set up different kinds of automations. Just remember that you need admin access to configure this feature.

0:00 - Introduction

0:30 - Creating an automation

1:00 - Types of automation

3:32 - Automation example

6:24 - Automation running

🔔 Attention: Pipefy counts automations jobs whenever needs to check the conditions to trigger it or not the automation according to the scenario. The verification step is considered an automation job and therefore counted as such.

For example, if you set up a rule where an automation moves a card to a specific phase, and if the card doesn't move because of conditions, then automation does not occur, but action to check it happened.

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