News and Insights


See our industry analysis, strategies, and best practices.

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Search using #hashtags »

Need a way to quickly find Asks based on keyword? Want to easily group Asks based on a topic? Now, you can with hashtags! Just like you would on Twitter and Instagram, simply add the hashtag(s) to your note.

Transport Form Field Values from one step to another »

Capture form field values on the Create Ask form or a step form and automatically transport that same value into other steps as Smart Instructions.

Balance confidentiality and transparency on your flows »

At Pipeline, we believe in providing transparency on your flows. However, transparency does not mean sharing every detail of your process with everyone. Sometimes, confidentiality may be essential to your business.

Create great customer experience, increase loyalty, and prevent customer churn »

73% of customers say customer experience is a key buying factor. And, the business impact is clear—great customer experience leads to increased sales and customer loyalty, while poor customer experience leads to directly churn.

Only 38% of employees feel they're being properly trained in new processes and tools »

As everyone adapts to the new normal of the remote workforce or hybrid workforce, are employees being trained and equipped to use new processes, apps, tools, and technologies?

Only 8% of customers say they get great customer experience »

In this episode of Leader-to-Leader, John takes a deep dive into a Harvard Business Review article talking how customer experience will be more important than price.

Secure your GSuite and protect against hackers »

As companies rush to move work online, they're vulnerable to hackers who are looking to take advantage of misconfigurations in cybersecurity. Check your GSuite security settings now.

Automate repetitive actions with Smart Rules »

As humans, we can only do so much in a day. With automation, we can do much more, every day. Did you know that as a flow owner you can automate the necessary but repetitive actions?

Make steps skippable for step owners »

Skipping steps—it's bad for the ankles, but great for your flows. As flow owners, there are going to be times when a step is simply not needed. For those times, you can allow the step to be skipped and closed.

Track email opens »

Are you tired of waiting for responses to your emails? Tired of people saying, "I never got your email"? Do you want to know for sure if your email was opened or not? Now, you can, because Pipeline tracks email opens!

Bad-hires in the new normal »

39% of chief financial officers surveyed by Robert Half International said that bad hires had cost them productivity, and supervisors spend 17% of their time—which is about one day per week—managing poorly performing employees.

"Garbage in" costs you 15-25% of revenue »

In this episode of Leader-to-Leader, John looks at a MIT Sloan Management Review article talking about how bad or inaccurate data costs you 15-25% of revenue.

Virtual or remote school still qualifies employees for EFLMA »

The Dept. of Labor clarified that for the FFCRA, employees qualify for EFLMA even if kids go back to school virtually. So, do you have a simple EFMLA process that is both easy-to-complete for your employees and trackable from HR to accounting?

75% of traditional training is forgotten in just 6 days »

In this episode of Leader-to-Leader, John examines a Harvard Business Review article talking about how the traditional way of training and learning is not only ineffective, it's downright wasteful.

Workers only spend 39% of their time doing the job »

In this episode of Leader-to-Leader, John looks at the Social Economy research report by McKinsey and Company which identifies a tremendous opportunity to opportunity to increase the productivity.

How are you managing the new challenges related to remote work? »

More than half (53%) of knowledge workers in a recent survey said they lacked a dedicated desk, personal computer, laptop or reliable internet connection in the shift to remote work during the COVID-19 pandemic.

How to reopen your office and stay open »

In this episode of Leader-to-Leader, John dives into the recently released CDC and SCORE guidelines for how to reopen offices, and they contain more than just checking people's temperatures and social distancing.

Safeguard company assets amid staffing changes while working remote »

Layoffs require coordination across business units: HR, Operations, and IT. Everyone needs to play their part to ensure safe recovery of physical and digital assets when workers are leave the company.

Turn plain instructions into Smart Instructions »

Embed files and form field values from one step into another step's instructions so that everything appears together, and step owners won't waste time searching for the information they need.

Save time with Form Field Templates »

Choose from a set of pre-built form fields (e.g., name, phone, address, etc.) and insert them into your forms instantly without having to create them from scratch!

Remote work is here to stay, so we need to adapt »

If part or all of your workforce is going to be remote for months instead of weeks, you need to make sure that all critical business processes continues to run smoothly.

Be productive by spending time on the right things »

We're all busy—busy doing tasks, answering emails, attending meetings, etc., but are we spending time doing the right things?

Quickly enact remote work policies with these free HR templates »

Need help drafting remote work and telecommuting HR policies? We're offering our remote work policies as free templates to help get you started.

Designate due dates for steps »

Hey flow owners, would you like to set due dates for the steps on your flows? We've created Step Due Dates to put the power of setting deadlines in the palm of your hands.

Make file uploads required »

Need a way make sure step owners upload a file without having to manually double-check everything? Then, this new feature is for you!

Track, compare, and A/B test your flows »

Have you ever needed to make changes to your process? Ever wonder if the process change you made produced tangible results? Then, versioning is perfect for you, because Pipeline tracks versions of your flows!

Reopen closed Asks »

Do you need to make a quick change to a canceled or completed Ask? Just reopen it to add some notes, update some attachments, etc.