Companies need the agility to keep up with competitors by offering their clients new solutions, products, deals, and services. Working with agility and speed is a must for fast-paced companies wanting to keep up with cutting-edge technology and trends.

Taking full advantage of the technology already at your fingertips is easier than you think. With a clear vision of your company's unique challenges, your team can insightfully propose solutions to reach your company’s goals.

That's where low-code/no-code technologies come in: your team doesn’t need software expertise to build solutions autonomously while allowing your IT team to instead focus on their own strategic projects and processes.

These leaders taking advantage of technology without coding expertise are considered citizen developers.

After watching this video, you'll be able to:

• Understand the impacts of digital transformation on companies and teams of many sizes.

• Realize no-code/low-code technologies and what they can do for you.

• Get a deep dive into what digitally transforming businesses really means and what it takes to do it.

In a nutshell, a pipe represents a process. It's in a pipe that you'll process your work. From managing requests, tasks, contracts, sales opportunities, products, customers, and candidates to anything else you work with daily.

It allows you to control everything—from people involved in the process and deadlines to possible bottlenecks impacting work.

There are many ways to customize it according to your team's needs.

After watching this video, you'll be able to:

• Create and organize the phases of a pipe.

• Input information to your pipe by adding cards.

• Meet tools that help you customize your pipe, such as labels, alerts, etc.

When it comes to managing and working on a process, information is key. And the way you collect it impacts your team's productivity and efficiency.

Whether the team needs to work on requests, tasks, orders (or anything else), they must get the exact information they need to start working. Most importantly: in one place.

After watching this video, you'll be able to:

• Build a form by combining different field types.

• Customize a form's public version and share it with people.

• Combine and organize forms into a shareable portal.

A pipe is organized into different columns representing phases of your process.

They are especially useful to standardize the workflow, enabling you to identify what needs to be done, at what time, and who the people involved are—from the moment information arrives at the pipe until it's considered done.

You can create rules to ensure your team will follow the same pattern as they work on tasks, demands, and requests (or anything you want to manage).

Customize the workflow according to your business and adapt it as you go.

After watching this video, you'll be able to:

• Standardize your process by creating phases.

• Customize a phase with different fields.

• Set up conditional rules to streamline phases.

Pipefy administrators can easily control who has access to your company's information and its respective pipes.

By managing permissions, allow the right people to engage with your process, according to their roles—whether they use Pipefy or not.

After watching this video, you'll be able to:

• Invite people to join your company and its workflows in Pipefy.

• Manage permission levels for people inside or outside your account to participate in processes according to their roles.

• Gain control of who accesses information and easily perform changes when necessary.

Cross-collaborative processes come with clear communication. When teams work together to meet goals and find solutions, higher it's the possibility of achieving amazing results.

In Pipefy, you can ensure everyone is on the same page—literally. Invite people to join your workflow and easily assign them to demands.

Give them visibility of what needs to be done and how to do it while communicating with team members or stakeholders (whether through comments, emails, notifications, and more).

After watching this video, you'll be able to:

• Assign team members to work on demands (cards).

• Submit emails to people inside or outside of Pipefy.

• Track messages and activities in the cards.

Automations enable you to eliminate the manual, repetitive tasks of everyday work and help you save time to focus on more valuable activities.

Gain efficiency by automating communication with people involved in the process and minimizing possible errors while handling information.

After watching this video, you'll be able to:

• Create at least one automation in your process.

• Define condition, so automations run only when you need them.

• Set up automated email communication with team members and stakeholders.

You can streamline communication with your team, external stakeholders, and any others involved in your processes with automatic emails.

Ensure emails have updated information without losing any details. Centralize messages and documents, and cut out manual tasks, such as filtering dozens of emails or sending them one by one.

After watching this video, you'll be able to:

• Create email templates to apply to your messages, so you aren’t typing the same information every time you send a new email.

• Automate email templates to submit through cards in a pipe.

• Set up an automation to send emails recurringly according to the time frames you define.

In Pipefy, you can connect databases with pipes to simultaneously manage information across multiple processes and create records from your databases without leaving your pipe — ensuring they're never outdated.

This way, your team can access real-time data with more agility and confidence.

After watching this video, you'll be able to:

• Connect your pipes to databases, centralizing data that can be used in multiple processes.

• Manage information stored in databases, making sure everything is updated everywhere.

• Create database connection fields.

In Pipefy, you can connect workflows to share information and ensure they are always up to date. Both pipes will give full visibility into what is being done and the next steps.

Your team can check the history of connected cards and stay on top of updates in the current phase.

After watching this video, you'll be able to:

• Connect your pipes.

• Manage related demands between pipes.

• Create pipe connection fields.

Losing track of time can prevent you from running agile and productive workflows.

If your team deals with too many backlogged demands without a clear vision of due dates and process SLAs, the lack of prioritization can negatively impact their performance and deliverables.

You can stay on track with every deliverable through customizable and automated alerts.

Easily prioritize demands based on your business rules, and give your team a holistic view of what needs to be done.

After watching this video, you'll be able to:

• Set different types of alerts to control your deliverables.

• Automate alerts based on what happens in your pipe (such as events, cards being created or moved, and more).

• Filter and sort demands that must be prioritized in a phase or the entire pipe to improve your process.

Uncentralized processes with dozens of emails, spreadsheets, and detached systems make losing information a likely and common occurrence.

To eliminate this risk, connect and automate your information flow by creating databases with many records connected to your workflows. Ensure your team has access to updated and reliable data in one place to save time from manually inputting things.

Plus, using database records to complete fields in forms or phases is easy.

After watching this video, you'll be able to:

• Create a database and feed it with records.

• Invite team members to join databases, having total control over who has access to the data.

• Use database records to input information on the pipe's fields.

Reporting doesn't need to be a manual marathon to gather tons of data from multiple places and manually combine them into spreadsheets.

Pipefy's reporting feature helps you organize reliable information from your pipes and quickly build tables with the exact information you need to analyze.

Ensure data is always updated, without manual labor, and export it quickly whenever needed.

After watching this video, you'll be able to:

• Create a report with reliable information from a pipe.

• Combine fields and conditions to gather precise data.

• Build reports for multiple processes in your company.

Pipefy enables you to import data from a simple Excel spreadsheet to your processes and databases.

For this, there are some steps necessary to do it successfully — which we'll guide you through.

After watching this video, you'll be able to:

• Prepare your spreadsheet with valid formats before you import it to Pipefy.

• Create database records and cards with data from a spreadsheet in seconds.

• Avoid errors while importing.

Dashboards can be used to measure and visualize your team’s performance easily.

Create your own charts, correlate data, and visualize information in different formats to identify opportunities and improve your operation.

There are many ways to customize dashboards according to your team's needs.

After watching this video, you'll be able to:

• Create dashboards from scratch.

• Set up different charts to create a visual experience with assertive process data.

• Easily organize your charts by resizing and dragging-and-dropping.