Resources and Support

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See our industry analysis, strategies, and best practices


Level up your process mapping with swimlanes »

Do you have a complex flows with many participants? Need an easy way to see your flow by role? Now you can see your flow as a swimlane or cross-functional diagram!

Make your Smart Instructions even smarter with Variables, Formulas, and Conditions »

Transform plain, text instructions into something intelligent, clutter-free, easy-to-understand, and immediately actionable.

Onboard your remote employees and help them build social capital »

The best customer experience starts with successful and competent employees. Increase employee retention and fulfillment by onboarding well and making social capital a priority.

See more »


Level up with Pipeline Academy

How would you like to get started?


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.



Need personalized help?

Schedule a session with one of our experts


Essentials »

Schedule a 30 mins session to learn about Pipeline key concepts and features.

Professional »

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

Advanced »

Schedule a 30 mins session to learn create, use and manage Pipeline Flows.

Flow Review »

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


Do you need dedicated support to help you design, manage, and optimize flows?

Check out our White Glove service add-on.