Automations

Learn how to automate your processes on Pipefy

Isabelle Wuilleumier avatar Rodrigo Martins avatar Augusto Sato avatar +2
22 articles in this collection
Written by Isabelle Wuilleumier, Rodrigo Martins, Augusto Sato and 2 others
Automating your processes

Getting Started with Automations

Make better use of your time. Let your process flow with Pipefy's automations.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

How to access Pipefy's automations page

Create automations in your processes with Pipefy, and learn where to find this function.
Claudia Bär avatar
Written by Claudia Bär
Updated over a week ago

Automation conditions

Establish conditions to determine the situations in which an automation should be triggered
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Set up an automation

Automate activities to eliminate steps that don't add any value and to make your processes super efficient
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to manage automations in Pipefy

Gain visibility of all automations inside your pipe in a single place
Rodrigo Martins avatar
Written by Rodrigo Martins
Updated over a week ago

How to set up automation conditions

Establish conditions so that your automations are only triggered under specific circumstances.
Isabelle Wuilleumier avatar
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
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Automatizing your Pipe: moving cards automatically

By moving the cards of your Pipe automatically, you allow members of your Pipe to receive the correct information in due time.
Augusto Sato avatar
Written by Augusto Sato
Updated over a week ago

How do I set an automation to move cards?

Improve your information management along a process with Pipefy's Automations.
Augusto Sato avatar
Written by Augusto Sato
Updated over a week ago

How do I automatically set an assignee?

Set up automation rules to automatically assign cards to other members.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

How to assign overdue demands to your team manager automatically

Use automation rules to escalate demands when they become overdue
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

How to set up an automation to create connected cards

Learn how to run automations to create cards across different pipes.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

Use automations to prioritize overdue demands

Use automation rules to move overdue demands to a high-priority phase automatically.
Isabelle Wuilleumier avatar
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.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Connect different processes automatically

Make the most of your team's time by allowing them to work simultaneously on parallel tasks.
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Automatizing priority tasks and delivering better solutions for your customers

Don't miss a thing: set a responsible, label urgent tasks and keep your process flowing.
Isabela Saciotti avatar
Written by Isabela Saciotti
Updated over a week ago

Approval flows

Use Pipefy to setup automated approval flows and save (a lot) of time
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Subtask tracking

Create automated subtask tracking flows to boost your processes' efficiency
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Smart delegation

Set up a smart delegation flow to get an overview of your department's activities
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago

Relative dates

Learn how to select relative dates when setting up automation rules/connection autofill
Isabelle Wuilleumier avatar
Written by Isabelle Wuilleumier
Updated over a week ago