Keeping your billing information current in Process Street ensures uninterrupted access to your workflows, documents, and compliance tools. Whether your credit card has expired, you lost your card, or you need to switch to a different payment method, updating your details takes just a few clicks.

This guide walks you through updating your payment method, billing address, and billing email in Process Street. Only organization administrators can access the billing page, so make sure you have admin permissions before getting started.

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There is no way around HIPAA rules.

If your organization touches protected health information, HIPAA compliance is not optional. You need policies, procedures, training, documentation, and repeatable workflows that show the right steps were followed.

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Inspection checklists help teams maximize safety without turning every inspection into guesswork. They give inspectors, managers, and operators a repeatable way to check conditions, capture evidence, and assign follow-up before small issues become expensive problems.

Use this pack to choose the right inspection checklist for the job, then run it in Process Street as a workflow. Each workflow can collect structured responses, attach photos or notes, route corrective actions, and keep a record your team can review later in Reports.

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On a foggy morning at Wright Field in Dayton, Ohio on October 30, 1935, a flight competition was held for the top airplane manufacturers to win a tender from the U.S. Army Air Corps for the next-generation long-range bomber.

Boeing Corporation’s Model 299, a cutting edge aluminum-alloy plane that could fly faster, farther and carry five times as many bombs as the army had requested, was sure-fire to win. Nicknamed the “flying fortress”, historians stated this competition was held as a mere formality, with Boeing almost guaranteed to secure an order of at least sixty-five aircraft.

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If you run an agency, a consulting practice, or a freelance shop, sooner or later you have to document a client’s processes. Onboarding flows, intake checks, delivery handoffs, monthly reporting, the unglamorous middle of the work that keeps the relationship alive. The trouble is that those processes never sit cleanly inside your own four walls. They live half in your head, half in your client’s head, and half in a shared doc that nobody opens after week three.

This is the heart of our consultant’s guide to Process Street: how to capture client processes inside BPM software, hand them off cleanly, and make sure they actually get used after you walk away. By weighing the trade-offs of the three places you can do that work, you can pick the setup that fits your practice and your client’s reality.
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Most teams have processes. Few can prove they ran the way they were supposed to.

Runbook automation is how IT operations teams closed that gap years ago, and the same idea is now reshaping how every team runs critical work, from incident response to compliance to marketing operations. At Process Street, we treat runbook thinking as the foundation of a Compliance Operations Platform: documented procedures, automated execution, and AI oversight working as one closed loop.

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The best Gmail extensions in 2026 are not the ones that pile novelty into your inbox. Gmail already handles more drafting, scheduling, and search natively than it used to. The extensions that still matter are the ones that close the workflow gaps Gmail still handles badly: CRM context, task capture, follow-up, shared inbox routing, outbound volume, encryption, and focus. If you are trying to improve day-to-day inbox performance first, this pairs well with a broader email productivity system.

That matters because Gmail is still where a lot of operational work starts. Leads arrive there. Approvals get requested there. Customers reply there. Handoffs get buried there. If you only optimize the message layer, you still end up doing manual follow-up and status chasing. That is where a workflow system like Process Street becomes useful: extensions can improve the inbox, but repeatable work still needs a system that can assign owners, enforce approvals, and prove what happened.

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SIPOC stands for Suppliers, Inputs, Process, Outputs, and Customers. It is a one-page framework for defining a business process end to end: who feeds it, what goes in, what happens inside it, what comes out, and who receives it.

A SIPOC diagram is the fastest way to pull a fuzzy process into focus. You draw five columns, fill them in, and suddenly the hidden dependencies, missing handoffs, and unclear ownership are on the page where you can fix them. It is the default starting point for most Six Sigma, Lean, and business process management work, and it has become even more useful in the AI era, where you cannot hand a process to an agent until the inputs, outputs, and boundaries are spelled out explicitly.

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Productivity software in 2026 is less about collecting apps and more about building a stack that reduces coordination cost. AI changed the category, but it did not remove the need for structure. If anything, it raised the bar. The best tools now help teams search faster, draft faster, and move faster without losing ownership, approvals, or proof.

The bigger shift is that old list-style productivity advice has aged badly. You do not need a separate app for every tiny problem, and you should not build your stack around a handful of point solutions that are being absorbed by broader suites. The durable stack now is built around knowledge systems, communication systems, workflow systems, and an AI layer that can move across all of them.

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I presented at IRES 2026 in Charlotte last week. The room was insurance compliance leaders from carriers, MGAs, and state regulators. The number that got their attention: $16 billion.

That is the estimated annual cost of compliance operations inefficiency across U.S. insurance. Not regulatory fines. Not penalties. Internal cost: rework, manual evidence assembly, approval chasing, babysitting email threads that should have been automated years ago.

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