Process AI

Proudly powering processes for 3000+ companies including: Talk to a process expert Product Solutions Templates Pricing Resources Contact sales Login Get started Products Docs Document management and policy control. Ops Workflow automation and process orchestration. Cora AI compliance and risk agent. Platform Process AI Transform your manual processes with AI. Automations Boost productivity; reduce manual labor. Analytics Empower decisions with key performance data. Apps Power your workflows from anywhere. Integrations Connect your tools for maximum efficiency. "A huge win. Delivers cross functional team collaboration." Alex Hauer Senior Success Consultant, Salesforce More customer testimonials Request demo | Enterprise solution Industries Financial services Real estate Manufacturing Healthcare Professional services Technology See all industries... Teams Operations Customer management Compliance Human resources Finance IT & security See all teams... Top use cases Employee onboarding Client onboarding ISO compliance Quality tracking Document control Custom workflows See all use cases... "With Process Street we've been able to bring documentation to life, improve governance and achieve consistent results" Linda White Head of Technology Services, Colliers More customer testimonials Request demo | Enterprise solution Learn Customers Security Compliance Blog What's new API documentation Connect Help center Become a partner Find a partner Community Careers Support Digital Employee Engagement Unplugged (How to Build Remote Culture & Trust) Read blog Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group Read blog Request demo | Enterprise solution Product Docs Document management and policy control. Ops Workflow automation and process orchestration. Cora AI compliance and risk agent. Platform Process AI Automations Analytics Apps Integrations "A huge win. Delivers cross functional team collaboration." Alex Hauer Senior Success Consultant, Salesforce More customer testimonials Solutions Industries Financial services Real estate Manufacturing Healthcare Professional services Technology See all industries... Teams Operations Customer management Compliance Human resources Finance IT & security See all teams... Top use cases Employee onboarding Client onboarding ISO compliance Quality tracking Document control Custom workflows See all use cases... "With Process Street we've been able to bring documentation to life, improve governance and achieve consistent results" Linda White Head of Technology Services, Colliers More customer testimonials Templates Pricing Enterprise solution Resources Learn Customers Blog Security What's new Compliance API documentation Connect Help center Community Become a partner Careers Find a partner Support Digital Employee Engagement Unplugged (How to Build Remote Culture & Trust) Read blog Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group Read blog Search Login Contact sales Effortless workflow mastery with Process AI Transform your tedious manual processes into powerful, AI-driven workflows in just a few clicks. Get started Contact sales Trusted by innovative industry leaders Lightning fast workflow generation Our AI Workflow Generator understands your unique needs and creates personalized, tailored workflows in seconds, not hours. Simply provide Process-AI with a few instructions or upload an existing document to see your workflow come to life in front of your eyes. Our AI generated workflows include: Due Dates Automatically set and track timelines to never miss another deadline Assignments Assign tasks to the right team members, ensuring a seamless and cohesive workflow Approvals Keep crucial decisions on track with built-in approval processes Stop Tasks Manage dependencies effectively by holding tasks until prerequisites are completed Variables Transfer data effortlessly from one task to another with minimal manual input Harness the power of AI without compromising data security Read our commitment to AI security and privacy Generate a custom workflow in seconds using AI Generate with AI Put AI to work for your organization Our AI Workflow Generator can create workflows that are personalized to your needs in the matter of seconds. Use AI in your workflows to minimize the need for manual intervention, to reduce errors, and free up resources to focus on higher-value work. Dynamic AI instructions Utilize data from previous tasks to create customized tasks for AI to complete. Whether you need to generate personalized emails, execute formulas or analyze content, our AI-tasks have you covered. Document analysis AI-Task simplifies workflow management by empowering the platform to read and analyze important documents uploaded to workflows, seamlessly using the data to complete tasks. Endless customization Our AI tasks can execute a variety of tasks, including data transformations, sentiment analysis, and language translation services. The possibilities for customization are endless. Data security Your data is never used to train AI models. Additionally, any data that is read by AI or created within a workflow is exclusive to that particular workflow instance and cannot be accessed by any other means. Process optimization with AI & automation Refine and evolve existing workflows by harnessing the power of AI and automation. Continuous improvement Effortlessly incorporate new tasks into your existing workflows, as AI recognizes the intricacies of your processes and generates tasks based on relevant patterns and adjacent tasks. Get started Generated email Allow AI to craft professional and customized email content, streamlining and automating your team's communications. Get started Task instructions Leverage AI to produce clear and concise task instructions, removing guesswork and facilitating a smoother workflow experience. Get started Cross-functional collaboration Break down silos by connecting different teams and their workflows, ensuring everyone works toward a common goal. Get started Powerful integrations Connect with popular tools like Slack, Trello, and Zapier for an even more streamlined experience. Get started Ready to optimize your work with Process AI? Start your free trial today! Get started Contact sales Overcoming business challenges Tackle common performance obstacles with Process Street solutions and insights. Achieving business objectives. Deliverables not being met By using Process AI, workflows can be designed more efficiently while adapting to an organization's unique operational needs. Lack of visibility into performance Use data-driven insights that enable teams to evaluate their workflows, identify bottlenecks, and optimize their process. Limited resources Easily automate routine and repetitive tasks, freeing up team members to work on more strategic or impactful initiatives. Process disruptions Process Street's optimization and iterative capabilities allow for ongoing evaluation and improvement of workflows..without risking ongoing work. Compliance management Easily maintain and monitor for compliance using workflows by automating data collection, leveraging audit trails, and ensuring adherence to organizational and regulatory policies. An AI-driven industry leading solution Frequently asked questions Can't find the answers that you are looking for? Contact our support team. How can Process AI help me? By helping you to craft new workflows, create emails, automate tasks, define workflow tasks and much more! Is my data secure using AI? Yes, we take security very seriously. See our security page. How difficult is it to use Process AI? Not at all! We've designed it in a way that you can easily generate or iterate on your work with as few interactions as possible. And you don't need to know how to create prompts, we've done all the hard work for you! I have more questions, can I talk to someone on your team? Of course, contact our sales or support teams to ask as many questions as you need. Can I get a demo of Process Street and Process AI? Sure, you can book a demo any time. Learn more Get started with Process AI Visit our help center See how it works Watch video Talk with our Sales teams Contact sales We use cookies to ensure you get the best experience on our site. Learn more Got it --- Proudly powering processes for 3000+ companies including: Talk to a process expert Explore the right plan for your team Our Pro plan starts with a 14-day free trial, no credit card required Most popular Choose a plan Startup Pro Enterprise Scroll down and check out our feature list below. A simplified Pro plan for startups to get started. Transform team knowledge into actionable workflows. Your scalable operational knowledge repository. Contact sales Contact sales Contact sales General Workflows Unlimited Unlimited Unlimited Tasks Unlimited Unlimited Unlimited Data Set records Up to 5,000 Up to 10,000 Custom Forms Unlimited Unlimited Unlimited Pages Unlimited Unlimited Unlimited Users 5 Custom Custom Guests 10 Custom Custom File storage Unlimited (5MB/file) Unlimited (100MB/file) Unlimited (custom limit) Form fields & rich media Conditional logic Approvals Enforced task order Dynamic due dates Task permissions Role assignments Workflow run links Scheduled workflows Restore workflow revision Apps iOS app Android app Slack app Microsoft Teams app Enterprise Grid (for Slack app) Automations & integrations Automation apps 10 Automation actions 100 Custom Custom Trigger from email Zapier connector Microsoft Power Automate connector Tray.io connector Make connector Public API access 50 Custom Unlimited Customizations Logo Brand colors Cover images and icons Subdomain Reporting & analytics Workflow analytics dashboard Custom reports Data sync options (e.g. Snowflake) Custom BI platform integration (e.g. Power BI) Custom Support & services Email & chat support Workflow setup & integration services Dedicated Success Manager Priority support Fully-managed workflows Custom integrations Bulk document import Process consulting & health audit Personalized team training Security & privacy Encryption (in transit and at rest) Role based access and permissions SOC 2 Type 2 HIPAA SAML-based single sign-on (SSO) SCIM user provisioning Sharing & content controls Microsoft Active Directory integration Data residency & private cloud Contact sales Contact sales Contact sales Startup A simplified Pro plan for startups to get started. Contact sales General Unlimited workflows Unlimited tasks 5,000 Data Set records Unlimited forms Unlimited pages 5 users 10 guests Unlimited storage (5MB/file) Form fields & rich media Conditional logic Approvals Analytics dashboard Enforced task order Dynamic due dates Task permissions Role assignments Workflow run links Scheduled workflows Restore workflow revision Apps iOS app Android app Slack app Microsoft Teams app Enterprise Grid (for Slack app) Automations & integrations 10 automation apps 100 automation actions/month Trigger from email Zapier connector Microsoft Power Automate connector Tray.io connector Make connector Public API (50 calls/month) Customizations Logo Brand colors Cover images and icons Subdomain Reporting & analytics Workflow analytics dashboard Custom reports Data sync options BI platform integration Support & services Email & chat support Workflow setup & integration services Dedicated Success Manager Priority support Fully-managed workflows Custom integrations Bulk document import Process consulting & health audit Personalized team training Security & privacy Encryption (in transit and at rest) Role based access & permissions SOC 2 Type 2 HIPAA SAML-based single sign-on (SSO) SCIM user provisioning Sharing & content controls Microsoft Active Directory integration Data residency & private cloud Contact sales Most popular Pro Transform knowledge into actionable workflows. Contact sales General Unlimited workflows Unlimited tasks 10,000 Data Set records Unlimited forms Unlimited pages Custom no. of users Custom no. of guests Unlimited storage (100MB/file) Form fields & rich media Conditional logic Approvals Analytics dashboard Enforced task order Dynamic due dates Task permissions Role assignments Workflow run links Scheduled workflows Restore workflow revision Apps iOS app Android app Slack app Microsoft Teams app Enterprise Grid (for Slack app) Automations & integrations All automation apps Custom no. of actions/month Trigger from email Zapier connector Microsoft Power Automate connector Tray.io connector Make connector Custom no. of API calls/month Customizations Logo Brand colors Cover images and icons Subdomain Reporting & analytics Workflow analytics dashboard Custom reports Data sync options (custom) BI integration (custom) Support & services Email & chat support Workflow setup & integration services Dedicated Success Manager Priority support Fully-managed workflows Custom integrations Bulk document import Process consulting & health audit Personalized team training Security & privacy Encryption (in transit and at rest) Role based access & permissions SOC 2 Type 2 HIPAA SAML-based single sign-on (SSO) SCIM user provisioning Sharing & content controls Microsoft Active Directory integration Data residency & private cloud Contact sales Enterprise Your scalable operational knowledge repository. Contact sales General Unlimited workflows Unlimited tasks Custom no. of Data Set records Unlimited forms Unlimited pages Custom no. of users Custom no. of guests Unlimited storage (custom limit) Form fields & rich media Conditional logic Approvals Analytics dashboard Enforced task order Dynamic due dates Task permissions Role assignments Workflow run links Scheduled workflows Restore workflow revision Apps iOS app Android app Slack app Microsoft Teams app Enterprise Grid (for Slack app) Automations & integrations All automation apps Custom no. of actions/month Trigger from email Zapier connector Microsoft Power Automate connector Tray.io connector Make connector Unlimited Public API access Customizations Logo Brand colors Cover images and icons Subdomain Reporting & analytics Workflow analytics dashboard Custom reports Data sync options BI integration Support & services Email & chat support Workflow setup & integration services Dedicated Success Manager Priority support Fully-managed workflows Custom integrations Bulk document import Process consulting & health audit Personalized team training Security & privacy Encryption (in transit and at rest) Role based access & permissions SOC 2 Type 2 HIPAA SAML-based single sign-on (SSO) SCIM user provisioning Sharing & content controls Microsoft Active Directory integration Data residency & private cloud Contact sales Frequently asked questions What is a team member? A team member is a paid user of Process Street that can create, edit and run workflows and author and share pages. Who can use the Startup plan? We support the startup community by providing a significantly reduced price on the Pro Plan for businesses that have less than 15 employees and under $2 million in revenue. Do you have any discounts? We offer discounts for registered non-profits. Contact us to find out more. Is my data secure? Yes, we take security very seriously. See our security page. Can I try out Pro features? All new accounts start with a complimentary 14-day trial of our Pro plan, so that you can create as many workflow and workflow runs as you need to. Once the trial ends, you can buy Process Street to continue using it. Can I get a demo of Process Street? Yes, book a demo. How can I pay? We accept all major credit cards, charged in USD. Additionally, invoicing is available on the Pro and Enterprise plans. AWS Marketplace Process Street is available on AWS Marketplace Simplify procurement, streamline compliance, and deploy Process Street securely through your AWS account. Buy with AWS Request demo Take control of your workflows today Get started Contact sales --- Proudly powering processes for 3000+ companies including: Talk to a process expert Partner and grow with Process Street Join forces with the leader in process management to amplify your impact, accelerate client success, and grow your bottom line. Become a partner Trusted by more than 3000 companies Solutions Partner Program Designed for agencies and service providers seeking to broaden their services, excel in process strategy, and integrate systems seamlessly. Learn more about our Solutions Partners Program Referral Partner Program Monetize your network by earning attractive commissions for each successful referral. Learn more about our Referral Partner Program Technology Partners Collaborate with us to innovate and enhance technological solutions. Leverage your expertise, drive joint development, and deliver cutting-edge products. Learn more about our Technology Partners Partner spotlights "Process Street is fueled by innovation, and I love watching the tools at our fingertips continue to improve. It allows me the flexibility to create something amazing, meaningful, and full...Process Street is fueled by innovation, and I love watching the tools at our fingertips continue to improve. It allows me the flexibility to create something amazing, meaningful, and full of value for the clients who entrust me with their business processes.Read more" Read case study Kelli Segretto K Segretto Consulting "We've pared down the process into 3 to 4 steps, essentially just to validate the automation is pulling in the right data. The client's response was simply, "Wow!" as it...We've pared down the process into 3 to 4 steps, essentially just to validate the automation is pulling in the right data. The client's response was simply, "Wow!" as it reduced the labor for this process from about 20 minutes for each project to close to 0.Read more" Bryan deSilva CEO, Improvizations An industry-leading solution --- Product Solutions Templates Pricing Resources Contact sales Login Get started Products Docs Document management and policy control. Ops Workflow automation and process orchestration. Cora AI compliance and risk agent. Platform Process AI Transform your manual processes with AI. Automations Boost productivity; reduce manual labor. Analytics Empower decisions with key performance data. Apps Power your workflows from anywhere. Integrations Connect your tools for maximum efficiency. "A huge win. Delivers cross functional team collaboration." Alex Hauer Senior Success Consultant, Salesforce More customer testimonials Request demo | Enterprise solution Industries Financial services Real estate Manufacturing Healthcare Professional services Technology See all industries... Teams Operations Customer management Compliance Human resources Finance IT & security See all teams... Top use cases Employee onboarding Client onboarding ISO compliance Quality tracking Document control Custom workflows See all use cases... "With Process Street we've been able to bring documentation to life, improve governance and achieve consistent results" Linda White Head of Technology Services, Colliers More customer testimonials Request demo | Enterprise solution Learn Customers Security Compliance Blog What's new API documentation Connect Help center Become a partner Find a partner Community Careers Support Digital Employee Engagement Unplugged (How to Build Remote Culture & Trust) Read blog Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group Read blog Request demo | Enterprise solution Product Docs Document management and policy control. Ops Workflow automation and process orchestration. Cora AI compliance and risk agent. Platform Process AI Automations Analytics Apps Integrations "A huge win. Delivers cross functional team collaboration." Alex Hauer Senior Success Consultant, Salesforce More customer testimonials Solutions Industries Financial services Real estate Manufacturing Healthcare Professional services Technology See all industries... Teams Operations Customer management Compliance Human resources Finance IT & security See all teams... Top use cases Employee onboarding Client onboarding ISO compliance Quality tracking Document control Custom workflows See all use cases... "With Process Street we've been able to bring documentation to life, improve governance and achieve consistent results" Linda White Head of Technology Services, Colliers More customer testimonials Templates Pricing Enterprise solution Resources Learn Customers Blog Security What's new Compliance API documentation Connect Help center Community Become a partner Careers Find a partner Support Digital Employee Engagement Unplugged (How to Build Remote Culture & Trust) Read blog Client Onboarding 101 with Adam Schweickert of Wetmore Consulting Group Read blog Login Contact sales Workflow templates Try something like "employee onboarding" or "content promotion". 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