How Do I Make Workflows?

Workflows are at the heart of Process Street, allowing you to document, automate, and run recurring processes.

Whether you’re generating a workflow with AI, importing an existing document, exploring premade templates, or starting from scratch, building workflows is quick and flexible.

Getting started

When you click New, then Workflow, you can choose from four creation methods:

1. Generate with AI

Describe the process you need, and AI generates a draft workflow for you to review and customize. This is the fastest way to get a working structure in place.

2. Import a document

Upload an existing document (such as a checklist, SOP, or process guide) and convert it into a structured workflow.

3. Explore templates

Browse the Public Template Library to find premade workflows for common processes across HR, IT, Finance, and more. Pick a template and customize it to fit your needs.

4. Start a blank workflow

Build your process from the ground up. Ideal if you have a specific structure or set of steps in mind.

Where to build

• Private Library: Use this space to draft and test workflows privately before sharing them with your team.
  
• Organization Library: When you’re ready to collaborate or go live, move your workflow here for team-wide access.

Best practices

To build effective workflows, review the 5 Stages of Process Building in the Getting Started Guide. It outlines a structured approach to designing processes that scale.

Short on time?

You can build and run a workflow in under 10 minutes. Perfect for quick wins or testing the platform.

• Learn the 5 stages of process building in our Getting started guide
• Watch helpful videos and webinars on our YouTube channel
• Learn about Process AI
• Collect info with Forms
• Organize data with Data Sets
• Document information and policies with Pages
• Get inspired by our Blog