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Pipefy for Developing Businesses
Introduction
Welcome! (4:51)
Getting to know you
Implementing new processes
Process Mapping through Documentation (8:25)
Creating a new process: from scratch or templates (7:32)
Using Artificial Intelligence (6:08)
Basic structure of a pipe (7:48)
Essential features (7:48)
Optimizing manual tasks
Business Rules: Conditionals and Automations (11:10)
Logic of Automations (11:10)
Approval Flow (6:04)
Email templates and communication between audiences (6:09)
Exclusive automation tips (9:25)
Connecting processes and stakeholders
Building portals to take orders (5:38)
Connecting tasks and requests (6:23)
Connections between pipes and databases (7:01)
Interconnecting processes (6:21)
Automations with parent and child cards (6:35)
Extracting data and graphics
Building reports (10:01)
Identifying bottlenecks through reports (5:07)
Exploring dashboards (10:15)
Frequently asked questions about graphics (5:43)
Pipefy benefits por your processes (7:07)
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