We have released a new API endpoint that simplifies importing data into existing Data Sets via CSV. This creates powerful automation opportunities for keeping external systems in sync with Process Street. What it does You can import records into an existing Data Set from a CSV file using one of three strategies: Append: Adds new […]
You can now upload files directly to File Upload form fields via the Process Street API. This unlocks powerful automation possibilities, especially when paired with our text extraction feature: Pass PDFs or documents from other apps straight into Process Street Automatically extract their text for review or processing Run AI-powered analysis on the extracted content […]
We’ve just rolled out a powerful enhancement to the Send Email form field: you can now set a Reply-To address for rich (HTML) emails. What this means When someone replies to your email, you decide exactly who receives it—whether that’s the sender, a shared inbox, or a specific teammate. This only applies to rich emails […]
You can pre-fill dropdowns and user form fields in your workflows, saving time, preventing errors, and keeping processes consistent from the first step. • User fields accept an email address as the default, which you can write yourself or use a variable to populate. This is ideal for assigning work or pre-setting an approver. […]
You can now trigger webhooks when tasks go overdue in any Workflow run. You can use this to alert stakeholders instantly when critical steps are missed, or to run another workflow when a task is overdue. This is perfect for high-stakes workflows where delays aren’t an option. Set it once, stay ahead always. Learn more […]
You can now preview uploaded PDFs directly inside Process Street using the Embed widget. What’s new: PDF files uploaded via the File Upload form field now preview inline Works for images and text files too Improved full-screen mode with a cleaner layout, no more double scrollbars Fixed file upload bugs where spaces or “+” symbols […]
You can now control visibility for your automated tasks. Code Tasks and AI Tasks now support task permissions, giving you tighter control over who sees what in your Workflows. Use the lock icon in the Workflow editor to set task-level visibility. Since these tasks don’t require user action, only “View” and “No Access” permissions apply. […]
You can now see who has viewed your workflow runs, workflows, pages and files. Activity is recorded in a new View Activity table and on the Activity Page for that document, as shown above. You can also export that information for reporting purposes.
You can now automatically extract plain text from uploaded files (PDFs, Word documents, images and text files). This allows you to feed that text directly into variables and use the text with AI Tasks. This unlocks a wide range of automation possibilities, including: Extracting structured data from files Parsing tables and rows from documents […]
You can now hide sensitive input values in Code Tasks. This means any value (like API keys, tokens, secrets, credentials, etc.) can be kept hidden by default while still being fully usable in the code block. Why it matters Prevents accidental exposure of API keys or secrets in screenshots or screen recordings Helps users feel […]
