All posts in Process Street

The Ultimate Guide To Business Process Automation With Zapier Is Here!

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The Business Process Automation Ebook That Will Save Your Work Day

The day is here and the time is now; we’re proud to announce the release of our Ultimate Guide To Business Process Automation with Zapier!
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We’ve created the perfect resource to get you saving time and money by automating your business’ processes.

From basic tasks such as saving Gmail attachments into Dropbox to shipping your Salesforce leads into Mailchimp, the Ultimate Guide will guide you through setting up the perfect Zaps to automatically handle the tasks that clog up your schedule.

Plus, with Zapier’s 500+ integrated apps, chances are that your favorite programs are just waiting to be linked!

Better yet, it’s completely free!
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What’s in the Ebook?

Still Not Sold?

Perhaps you’re not familiar with just how powerful this tool can be? Well then, allow us to demonstrate the power of this guide right here, right now by giving you the lowdown on some of its juiciest topics!
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How To Create a Process People Won’t Hate Using

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We’ve all had conversations like this:

You: Hey, so I’m going to be writing 3 posts a week now, so I’m handing off newsletter writing to you.

Them: Ok, what do I do?

You: I dunno, go into MailChimp, make the newsletter, check it’s ok and send it to everyone.

Them: Right, I’ll let you know if I have any questions

[Later that week]

Them: [1,000,000 questions, a terrible newsletter and hundreds of complaints from subscribers about broken links]

The informality and laziness of shooting off a few instructions over Slack and ‘let me know if you have any questions’ can kill productivity faster than reddit.

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The Checklist Manifesto Software

The Checklist Manifesto Software

What is The Checklist Manifesto?

The Checklist Manifesto: How to Get Things Right is a 2009 non-fiction book by Atul Gawande. The book was released on Dec 2009 and was a New York Times Best Seller.

In the book, Atul (who is a surgeon by trade) talks about how many industries across the world use checklists to “get things done right”. He also breaks down his journey as the one of the key champions that brought checklists into hospitals around the world. This endeavor had incredible results. Below is a quote from a post in the New Yorker that talks about the rollout of checklists in just one state, Michigan.

In December, 2006, the Keystone Initiative published its findings in a landmark article in The New England Journal of Medicine. Within the first three months of the project, the infection rate in Michigan’s I.C.U.s decreased by sixty-six per cent. The typical I.C.U.—including the ones at Sinai-Grace Hospital—cut its quarterly infection rate to zero. Michigan’s infection rates fell so low that its average I.C.U. outperformed ninety per cent of I.C.U.s nationwide. In the Keystone Initiative’s first eighteen months, the hospitals saved an estimated $175,000,000 in costs and more than 1,500 lives. The successes have been sustained for almost four years—all because of a stupid little checklist.

The short of the matter is, checklists work. I have written about the power of checklists before when I told the story of how a checklist won World War II. But in today’s day and age, it seems silly to be relying on paper checklists, it only makes sense that as technology evolves we evolve with it.

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Attach Files and Images to Checklists

Operations coordinator attaching a photograph and document to a checklist with an oversized paperclip clamp

We’re on a mission to make Process Street the simplest, most powerful checklist tool ever made. That means creating new awesome features, and making the ones we have even more awesome!

Today we have a neat little release, which allows you to attach files and images to comments.

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How to Automate like McDonalds: What Systems can do for your Business

McDonalds Business Systems

[ Download our Free Ebook ] – Click here to download our free 111 page ebook on “How to automate the tasks you hate at work using Zapier“.

As a small business grows, and the number of employees increases, it is no longer possible for the person at the helm, the business owner, to attend to all problems as they arise. Without systems in place, you may find that you are dealing with issues in an ad hoc, time-consuming and often chaotic manner. It will mean that your employees are constantly bringing problems to you and that your business cannot run without you. This can be enormously stressful for you as a manager and frustrating for your staff. Systemisation of your business will be a key factor in helping you create a scalable, sustainable business that operates equally effectively whether you are present or not.

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Activity and Comment Feed Released for Process Street

Black-and-white operations coordinator updating a physical activity and comment feed board

Activity and Comment Feed Released for Process Street marked the arrival of a shared view of work and conversations as they happened.

The new feeds made activity clickable, kept comments close to the work, and let users reply without leaving the feed.

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Freemium vs Free Trial – Why we Ditched our Free Plan

Freemium vs Free Trial

A few days ago we silently changed Process Street’s pricing model for all new users from freemium to a 30-day free trial. At the same time, we increased the price on all of our plans except the entry 10 user plan (now Premium 10). Today, we announced to our users that we’re no longer offering the free plan and that everyone who is currently using the free plan will be switched to a 30 day trial of our Premium 10 plan.

During the trial, users have complete, unhindered access to test Process Street. They can create as many templates, team’s and jobs as they want, plus upgrade to any of the plans free of charge. At the end of the 30 days, they must decide if they want to continue using the product as a paid user or not.

All of our paying customers on plans larger than 10 users, will remain on their current plan with no changes unless they choose to upgrade/downgrade, in which case they’ll be moved to the new pricing model.

In this post, I’ll explain why we chose to change from freemium to free trial.

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Managers, Users and Admins – How Roles and Permissions Work with Process Street

You can now control the permissions of users in your Process Street teams.

Watch the below video for details:

Below is an outline of the different roles inside Process Street and what permissions they have.

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Folders and a New Look – Check out Our Latest Update

We just released a new version of Process Street today with some cool changes and a huge user interface overhaul.

We upgraded to Bootstrap 3 giving the app a slick flat look, we added folders and hid away archives. Plus we rearranged a number of the menu items to de-clutter the app. Watch the below video to see the changes we made in detail.

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Manage Organizations and Teams with the New Admin Control Panel

Today we released the second part of teams and organizations – the Organization Control Panel.

This version cleaned up the ‘cog’ dropdown menu by putting all lesser used organization management features into the new panel.

The admin role and the ability to promote and demote admins also came with this release.

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