Pipefy Team

Start working in Pipefy faster by learning the essentials.

Getting started with Pipefy

Learn how to map and model a process from scratch using Pipefy features.

How to map and model a process

Basic instructions to create your process in Pipefy, one step at a time.

How to create a pipe from scratch

Add information from spreadsheets and software into cards in pipes.

How to import data into a pipe

Learn how you can perform an outstanding process with Pipefy's automations, connections, and more.

How to execute and improve a process in Pipefy

Learn how to collect requests, inputs, and information to start your processes.

How to collect information in Pipefy

Pipefy's artificial intelligence tool can help you create processes from scratch and recommend workflow optimizations.

How to use Pipefy's artificial intelligence to create the perfect processes for you

Pipefy's AI tool can help you create processes from scratch and optimized your process.

How to Build Pipes from Scratch with Pipefy AI

Susane Lenz

First Steps

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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