Pipefy

Start by mapping the real path work takes in your team. Create a pipeline, name each stage from intake to completion, then add the fields you need—dates, owners, checklists, and approvals. Build a form for requests and share it as a link or embed it on your site. Use simple rules to auto-assign tasks, set due dates based on priorities, and move cards when conditions are met. Pull a template if you want a head start, then customize to match your policy. Connect your workflow to Google Workspace for files and calendars, and sync key updates with Salesforce so customer and deal data stays aligned.

For hiring and onboarding, capture manager requests with a standardized form that validates required details. When a candidate is approved, trigger a preboarding card that creates tasks for HR, IT, and Finance. Automatically send document packets, schedule start dates, and open access requests. Add conditional steps for full-time vs. contractor hires. Use service timers to flag delays, send reminders before deadlines, and require manager sign-off before the last stage. Keep everything traceable: who approved what, when equipment shipped, and which benefits were activated. At the end, generate a report with cycle times and blockers to improve the next cohort.

For customer requests, publish a portal where clients submit issues and see status without emailing your team. Route new tickets by product, tier, or region. Auto-reply with next steps, add tags for analytics, and escalate high-priority items. Link Drive folders for screenshots and logs, and push account notes back to Salesforce so sales and support share the same context. Build a knowledge base step that suggests saved responses, and create rules that reopen tasks if a customer replies. Dashboards show volume by source, average resolution, and SLA breaches so you can staff smartly and fix bottlenecks fast.

For product and content work, keep planning and delivery in one flow. Prioritize a backlog, convert approved ideas into sprints or production queues, and add checklists for definition of done. Gate releases with required reviews and QA sign-offs. For marketing, schedule copy, design, and publishing tasks with recurring due dates, then publish directly from a final approval step. Track throughput, lead time, and handoff delays to refine your cadence. Because the builder is visual and rules-based, you can adjust stages, fields, and automations without waiting on IT—ship a better process today, and iterate tomorrow with real data.