Pipeline Academy Videos

Updated: Mar 20, 2023

Introducing Pipeline

Pipeline is a cloud-based, workflow management platform that enables you to track processes like packages to make sure things don't fall through the cracks.

Whether you are someone who just signed up for Pipeline or a new-hire being introduced to Pipeline, this guide will help you get started, walk you through key features, and share industry expertise and best practices so that you bring operational excellence to your organization. 

Let's start with a quick introduction 2:59 mins.


Continue learning

Select the right video playlist for you:

Essentials »

Learn about foundational Pipeline features and concepts, i.e. asks and steps.

Professional »

Learn about other Pipeline features and concepts, i.e. integrations.

Advanced »

Learn how to build, manage, and refine flows.


Need Help?

You can always chat with our support help desk and talk to an actual human! Or, schedule a 1-on-1 session with one of our specialists. Just choose from one of the 4 options:

Essentials »

Schedule a 20 mins session to learn about Pipeline key concepts and features.

Professional »

Schedule a 20 mins session to learn about Asks and Steps in Pipeline.

Advanced »

Schedule a 20 mins session to learn create, use and manage Pipeline Flows.

Flow Review »

Schedule a 20 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 Managed Services add-on.

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