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 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 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 […]
We’ve just released more API endpoints that make building robust, custom integrations with Process Street even easier. Whether you’re managing approvals, digging into task loads, filtering data, or tracking assignees, these tools open up new automation and reporting possibilities. 1. Approve or Reject Tasks (Individually or in Bulk) You can now programmatically approve or reject […]
Making workflows work for you just got easier! These updates let you customize, optimize, and refine your workflows faster than ever. From editing task names in the content panel to bulk updating task permissions, we’ve designed these tools with your busy day in mind. Here’s what’s new: Improved Performance: We’ve re-built the engine that drives […]
We’ve just released some improvements for Pages. Here’s what’s new: A handy focus bar now separates edit and view modes, so you can work exactly how you want An upgraded text editor menu bar to give you more control while keeping it user-friendly The all-new table content widget makes structuring content a breeze Widgets are […]
If you’re looking for a way to auto-fill data into a form field in a Form, this latest release is just for you! To add a unique identifier into your Forms, you can now add a form field value into your response links. For example you can add a short text form field into your […]
Our Data Sets feature is officially out of Beta and packed with lots of great updates. We’ve moved Data Sets to the main navigation and Universal New button for easier access You can add (or create new) data sets from dropdown widgets in the Workflow editor and in the Forms editor New ‘All data’ views […]
You can now add notes in your approval tasks to provide context or instructions to the task approvers. You can add these notes to your new and existing approval tasks. Learn more about approvals.
Process AI now works with the latest version of ChatGPT-4o in our: AI Workflow Generator AI Tasks AI Document Importer We’ve also updated our AI Document Importer to support importing images. You can convert process flowcharts into workflows by uploading JPG or PNG images. Note: The image importer doesn’t support PDFs or DOCX files at […]
You can now create Tasks with detailed descriptions including subtasks, rich text, and links. Subtasks: Create subtasks within tasks and drag/drop them into position These subtasks will show in the print/PDF version of the workflow run to which they’re attached Subtasks will also show in tasks when you’re working on them in Slack Rich text […]
The new “My Work” updates allow you to find and manage your task assignments faster and easier. What’s new: Persistence of View: Access the same view, customized with filters, sorting, grouping, and search results every time you come back to My Work. Group by Workflow Runs: Group your tasks by workflow runs to organize your […]
