Guide
Getting Started in Pipefy
Start working in Pipefy faster by learning the essentials, from building your process to suiting it to your use case.
Steps to help you work faster:
How to use Pipefy?
You can start by creating or joining a process. Think of it as a canvas where you can control your work, end-to-end.
It can look like a Recruitment or Purchase workflow, Sales Funnel, IT Service Desk—you name it!
Explore this step
Structure your process
To add or update any information in your process, use fields. They compose forms, phases, databases and cards — the work items you want to process.
Explore fields
Collaborate with your team
As the core of the workflow is set, invite your team. Assign people to demands, so they'll know exactly what needs to be done. Ensure relevant intakes are easy to find — or control their access to hide what isn't.
Explore member options
Automate everyday tasks
Cut out manual work to save time, effort and avoid errors that come with it. Automate emails to ask for approvals or update stakeholders, trigger SLAs to identify critical demands, and much more.
Explore automations
Extend your workflow
With databases, centralize data in a single source of truth. You can automatically sync it between processes with connections and real-time reporting tools.
Explore advanced toolsWant to explore more? Take a look at these resources:
Community
Come together to talk about Pipefy, showcase solutions and solve doubts.
Video collection
Rather learn with videos? Explore our playlists to get hands-on at your pace.
