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 […]
We’ve added some new variables to give you more options for showing the timezone and current date in your workflow runs. This is useful for debugging time zone issues, as now you can find out what time zone the app is using with each variable. Workflow timezone variables workflow run created date {{run.created_date.time_zone}} task due […]
Document Approvals are a streamlined way to manage reviews for Workflows, Pages and Files with control and clarity. Ensure every critical document meets compliance and quality standards before it’s published. Learn more about Document Approvals, or contact our support team if you would like to trial this feature.
