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 this week

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 yesterday

Disable manual movement actions in your process

Avoid mistakes caused by manually moving cards to wrong phases

Written by Isabelle Wuilleumier
Updated yesterday

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 yesterday

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 yesterday

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 yesterday

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