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 starting from scratch or customizing a premade template, building workflows is quick and flexible.

Getting Started

You can create a workflow in two ways:

1. Start with a Blank Workflow

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

2. Use a Premade Template

Choose from our Public Template Library to jumpstart your workflow with common processes across HR, IT, Finance, and more.

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, we recommend reviewing the 5 Stages of Process Building in our Getting Started Guide. It outlines a simple, 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