Custom workflow software with built-in AI to standardize execution and scale operations

Q: What are custom workflows?

Custom workflows are repeatable, structured processes tailored to your specific team, department, or business needs.

Q: How does Process Street help?

We give you a no-code platform to build, run, and optimize workflows with automation, visibility, and full traceability.

Q: Do I need IT or engineering to create workflows?

No. Business users can build and manage workflows using drag-and-drop tools, no technical expertise required.

Q: Can we connect to other tools and systems?

Yes. Use native integrations, webhooks, or Zapier to connect with Salesforce, Slack, Google Workspace, and more.

Q: How does Cora improve our processes?

Cora tracks task completion and performance data, surfaces bottlenecks, and helps you optimize workflows over time.

Q: How fast can we get started?

Most teams are live in under a week using templates or custom workflow builders with onboarding support.

Build, launch, and improve workflows across any department or process, powered by Cora, your AI automation partner.

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Custom workflow software with built-in AI to standardize execution and scale operations

Trusted by more than 3000 companies

What's your biggest custom workflow challenge?

Design repeatable, customizable workflows to ensure consistency at every step.

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Every business runs on repeatable processes. But when they're buried in spreadsheets or stuck in siloed tools, consistency suffers.

Whether you're managing compliance, operations, or customer delivery, you need a flexible platform that turns processes into workflows, with structure, visibility, and accountability built in. Process Street's custom workflow software gives you the control to design, run, and adapt your processes with ease, no code required.

Design and launch any workflow

Use drag-and-drop builders to create processes for onboarding, approvals, checklists, and SOPs. No IT support or coding needed.

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Automate repetitive tasks

Trigger actions, assign tasks, send notifications, and integrate with tools like Slack, Salesforce, or DocuSign. Let your team focus on execution, not chasing follow-ups.

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Enforce accountability and timeliness

Assign responsibilities, set due dates, and monitor task status across teams. Ensure nothing slips through the cracks.

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Ensure control with built-in reviews and logs

Track every step, approval, and decision. Maintain full visibility into who did what, when, and why.

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Meet Cora:
Your AI automation partner

Cora is more than automation. She's your process enforcer. Integrated into Process Street, Cora helps you run every custom workflow with precision, and continuously improves your processes behind the scenes.

Builds and aligns workflows Convert SOPs or ad hoc processes into structured workflows
Executes tasks in real time Assign actions, trigger reminders, and collect data automatically
Monitors for gaps Identify delays, missed steps, or inefficiencies
Optimizes over time Suggests improvements and flags recurring issues based on execution data

With Cora, your processes become smarter,
faster, and more consistent.

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Standardize operations across teams

Build repeatable workflows for Finance, HR, Legal, IT, or Customer Success. Ensure consistent execution across locations or functions.

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Adapt quickly with no-code flexibility

Edit workflows on the fly. Add steps, conditions, or integrations without waiting on engineering or buying new tools.

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Track completion and process health

Monitor task progress, completion rates, and workflow performance in real time.

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Gain oversight with centralized dashboards

Manage all workflows, tasks, and users from one control panel. Spot bottlenecks and scale what works.

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Teams across industries use Process Street to bring structure and automation to recurring work:

Employee onboarding and offboarding

Build workflows that manage every step, from account setup to exit interviews.

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Client and vendor onboarding

Standardize data collection, document signing, and system setup for external stakeholders.

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Internal approvals and reviews

Create workflows for contracts, expenses, policy reviews, or security approvals.

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Audit, risk, and compliance workflows

Ensure every step is documented, approved, and ready for audit or inspection.

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Cross-departmental operations

Run shared workflows across HR, Finance, Legal, and IT without duplication or confusion.

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Custom reporting and process optimization

Track performance metrics and identify where processes can improve with execution data.

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What are custom workflows?

How does Process Street help?

Do I need IT or engineering to create workflows?

Can we connect to other tools and systems?

How does Cora improve our processes?

How fast can we get started?

Trusted by 3000+ companies

From fast-growing startups to regulated enterprises, Process Street
powers workflows for teams that value speed, clarity, and control.

Data protection & security

ISO27001 compliance

Process Street is ISO 27001 certified, confirming compliance with global standards and a strong commitment to protecting customer data through audited, continuously monitored security controls.

Data protection & security

SOC 2 Type II compliance

Process Street has passed a SOC 2 Type II audit, confirming that it meets various criteria for safeguarding customer data. An independent external auditor has verified the effectiveness of the controls implemented by Process Street.

Healthcare information privacy

HIPAA compliance

HIPAA, a federal law, safeguards patient health information. Process Street's robust security measures include the option for a Business Associate Agreement upon request, ensuring HIPAA compliance.

Data protection & security

AWS CIS compliance

The CIS AWS Foundations Benchmark provides security best practices for AWS environments. Process Street's compliance ensures a secure cloud infrastructure by following established guidelines for configuration and monitoring.

EU Data protection & privacy

GDPR compliance

The General Data Protection Regulation (GDPR) is an EU law designed to protect the privacy of individuals and businesses in the EU economic area. It establishes rules for how personal data is collected and handled. Read our GDPR statement

Data protection & privacy

CCPA compliance

The California Consumer Privacy Act (CCPA) gives California residents more control over their personal data, including rights to access, delete, and opt out of data sales. Process Street ensures compliance through transparent practices.

Security & privacy

Artificial intelligence

Your data is never used to train AI models. Any data read or created by a workflow is exclusive to that particular workflow instance and cannot be accessed otherwise, even from within the same organization.

Data sovereignty & infrastructure

Data residency & private cloud

Choose where your data is stored with support for US, UK, Canada, EU, and UAE regions. Customers can also opt for private cloud deployment in their own VPC for maximum control and security.

Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results