You can now create conditional logic rules based on approval and task completion. When a task is checked or unchecked, or when an approval task is completed, you can show or hide tasks, form fields, or content widgets. You can also trigger task conditions based on AI tasks being completed. Using this feature your team […]
With Data Set automations, you can add a new Data Set record via incoming webhooks. You can also run workflows from a Data Set saved view when: A record is created A record is updated A record matches specific conditions For example, in your employee onboarding process, you can bring data from your HRMS into […]
With custom notifications, you can send automatic reminders to task or workflow run assignees, or any stakeholders interested in being notified about the workflow run’s progress. You can schedule the alerts to go out: Before or after tasks are due Before or after tasks are completed When workflow runs are started or completed You can […]
You can now set default email notification settings for everyone in your organization, including new users. You can also customize the notification emails sent from Process Street to your team, to reflect your company logo and brand colors. If you work on Slack and Microsoft Teams, setting the default email notifications will help your team […]
You can now deactivate users instead of permanently deleting them from your organization, while also preserving their work. For example, in an employee onboarding process, you can see the deactivated users assigned to tasks and their work progress in workflow runs. Deactivate your seasonal staff or employees on extended leave without losing their task assignments, […]
We’ve released more exciting features this month and here’s a round-up of all the updates. Enhanced file security When you enable the Enhanced File Security feature, only users logged into a Process Street account can access the files in your workflow runs. This feature is available on our Enterprise plan. If you’re interested in accessing […]
AI Tasks perform complex actions helping you to reduce manual effort without using third-party integrations. With AI Tasks you can: Generate blog posts, social media posts and newsletters Translate, process and summarize content Analyze content themes and sentiments Write emails using the data in your workflow runs Learn more about AI tasks.
If your task has a dynamic due date set, you will see a purple clock indicator in an active workflow run, until the due date is activated. You can also see the clock indicator in your published workflows and workflow editor. Learn more about dynamic due dates.
Our Process AI Workflow Import feature allows you to upload your process documents and then, transform them into workflows. Import supports PDF, CSV, DOCX, HTML & TXT up to 25MB in size. Learn more about Process AI.
You can now set your workflow run due dates based on when a workflow is run, from a date field, or when a task is completed. This is a significant enhancement for those of you whose daily operations are based on entire workflow runs. Learn more about workflow run due dates.
You can now publish and run your workflows with just one click. Your workflow run will have you assigned to it, and have the default name of the Workflow name, date and time stamp it was run. Learn more about creating workflows.
Harness the power of ChatGPT and AI technology to generate workflows that perfectly match your team’s agility and scale. Build out workflows with just a few clicks, including tasks, content, and form fields. If you or your team have ever struggled to start creating a workflow, then this is the perfect feature for you! Learn […]
Good news Android users! We’ve made Process Street available to you all with our new Android app 🙂 You can now run Workflows, work on tasks, receive push notifications, and get the most out of Process Street even when you’re on the go. Download the app from Googe Play Store. Learn more about the Android […]
If you use Make for integrations, we have good news for you! We’ve taken control of our app and improved how you interact with your Workflows, Workflow runs, tasks and form fields. What’s new? Select your Workflows, Workflow runs and tasks from dropdown lists Assign a user to a Workflow run (in Create Workflow run […]
We’re excited to announce that you can now create custom Forms in Process Street! Using Forms allows users to collect data anonymously and run a workflow from that form response. Here are some example use cases: Intake Forms (e.g new customer or client) Contact Form Event Registration Survey (EO qualitative reviews) Feedback Applications Learn more […]