Pipefy Tips | Pipefy Help Center

Pipefy Tips

Quick tips to help you make the most of Pipefy's structure and features!

8 articles in this collection
Written by Isabelle Wuilleumier

Automation tips

Automatically define a responsible

Use automation rules to automatically assign a card to a team member

Written by Isabelle Wuilleumier
Updated over a week ago

Create recurring activities

Eliminate the need to manually create cards for activities you need to do on a daily, weekly or monthly basis

Written by Isabelle Wuilleumier
Updated over a week ago

Disable manual movement actions in your process

Avoid mistakes caused by manually moving cards to wrong phases

Written by Isabelle Wuilleumier
Updated over a week ago

Escalate high priority demands when they become overdue

Use automation rules to automatically assign overdue demands to the team manager

Written by Isabelle Wuilleumier
Updated over a week ago

Prioritize demands that are overdue

Use automation rules to automatically move overdue demands to a high priority phase

Written by Isabelle Wuilleumier
Updated over a week ago

Request an approval based on predefined business rules

Use automations to speed up your automation flows

Written by Isabelle Wuilleumier
Updated over a week ago

Start sub-process automatically

Make the most of your team's time by allowing them to work simultaneously on parallel tasks

Written by Isabelle Wuilleumier
Updated over a week ago

Update information across your process

Use automation to eliminate the need to manually fill in fields

Written by Isabelle Wuilleumier
Updated over a week ago