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Send personalized email notifications automatically »

Tired of sending out email notifications and updates to stakeholders? Use Pipeline to automatically send personalized email notifications as part of your flow, using email-only steps, content variables, and content formulas.

Turn your external steps into a step-by-step wizard »

Do you need your external step owners (customers, vendors, etc.) to provide lots of information to you? Break down your Ask into a step-by-step wizard!

81% of workers lost time because they used the wrong version of a file »

The vast majority of knowledge workers lose time each day on document versioning issues, like searching for the right version of a file or working on an outdated document.

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Watch video tutorials »

Want to see things in action? Get started by watching our short video tutorials—each under 3 mins or less!

Our videos use live examples of common, everyday challenges, and they walk you through how you can use Pipeline to bring structure and organization to your day-to-day work so that you maintain momentum for you and your team.

Read articles and guides »

Want to read at your leisure? Use our knowledge base to help you get started, learn how to use key features, and adopt industry best practices.

Our short articles combine easy-to-follow guidance and instructions with helpful screenshots and animations so that you can quickly implement what you learned.

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Essentials »

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Professional »

Schedule a 30 mins session to learn about Asks and Steps in Pipeline.

Advanced »

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Flow Review »

Schedule a 30 mins session to review your Flow performance and analytics.

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