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.
I was on a call with a small business owner who runs an art studio. Four employees. She is the chief creative officer, the janitor, the marketer, and the teacher.
She asked me a question I hear constantly: “How long until the AI is actually useful?”
I was generating marketing collateral. Ten design variations of the same document. Each one goes through a QA gate before it ships. The AI has to inspect every page, write what it actually sees, and attest that it meets the quality bar.
It batched all five remaining themes into a single command. Copy-pasted the same attestation for each one. Word for word. “All elements render correctly, typography is clean, layout is balanced.” Five times. Identical.
You don’t have a skill. You have a novice.
My team keeps telling me they’ve “built a skill.” One person gave Claude a short prompt and hit create. Another found something on a marketplace and installed it. Both walked away thinking the job was done.
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We keep giving AI agents access to our tools and then acting surprised when they do something unexpected. The problem was never the AI. The problem is we never gave it the rulebook.
For years, workflow automation meant connecting tools through integrations. If this, then that. Trigger here, action there. It worked for simple tasks. It broke under complexity. And it was built for humans who could read error logs and fix broken triggers when things went sideways. AI agents do not work that way. They need context, not just connections.
Hanson Cheng is the founder of Freedom to Ascend. He empowers online entrepreneurs and business owners to put the HR automation systems in place for growth and 10x their business.
Despite being responsible for managing human resources, the HR department is usually one of the most understaffed and overworked departments in many companies. This is because HR involves many manual, repetitive, and monotonous tasks—these range from recruitment to pay and benefits to everything else in-between.
Automating your HR processes will help you:
Ultimately, HR automation saves you time and money — valuable resources you could better spend on other pressing HR tasks. Research shows that automation can help decrease administrative tasks by 49 percent for HR employers and 30 percent for HR professionals. The same study also revealed that up to 34 percent of HR departments said their organizations were slow in adopting HR automation.
In this Process Street post, we’ll be covering:
Setting OKRs is a great way to improve performance by rallying your team around clear, action-oriented goals.
The best OKRs are ambitious, but realistically achievable, within reasonable deadlines.
In this post, we’ll look at how to set and manage your own company OKRs using an integration between OKR management software Weekdone and workflow management software Process Street.
We’ll cover:
As your marketing team’s content manager, you want to be able to know your content engine is working for you at maximum efficiency, and have a clear overview of the important work being done.
This is perhaps easier said than done, when there can be countless systems and processes to keep track of, from marketing operations, onsite content, offsite comarketing relations, email correspondences, to SEO reporting – it can all become overwhelming.
But it doesn’t have to be!
Wouldn’t it be great if you could benefit from detailed reporting without having to bend over backwards restructuring your meetings and how you collect data?
Well, that’s more or less how we’ve set up reporting in our marketing team at Process Street. In this post I’ll briefly summarize how our marketing team saves time and effort with a nifty workflow that utilizes Automations and native integrations, and allows us to:
Specifically, this post will cover:
We’re all using multiple apps for work, and we know how quickly this work becomes inconsistent and messy. You don’t always know what’s been done or what to do next.
For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts.
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Today, we’re excited to announce Automations, a new set of direct integrations helping you create and run custom processes using built-in functionality from some of the world’s most popular software tools.
Anyone who’s ever updated an opportunity in Salesforce or created an issue in Jira knows the power of those applications. It can feel like a world of endless possibilities right at your fingertips. It’s what we love about these tools, and why teams like us use them every day.
But sometimes, instead of endless possibilities, you need a specific set of tasks done quickly and correctly. You need a process. That’s what we’ve helped thousands of companies with, and that’s why we’re so excited to announce our newest feature, Automations.
Automations brings your critical apps together to drive your team’s most important processes. Powering Automations is a new set of native integrations with:
