{"id":5691,"date":"2021-11-18T08:00:12","date_gmt":"2021-11-18T08:00:12","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/making-workflows\/"},"modified":"2026-10-19T14:08:41","modified_gmt":"2026-10-19T14:08:41","slug":"making-workflows","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/making-workflows\/","title":{"rendered":"How Do I Make Workflows?"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Workflows are at the heart of Process Street, allowing you to document, automate, and run recurring processes.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Whether you&#8217;re generating a workflow with AI, importing an existing document, exploring premade templates, or starting from scratch, building workflows is quick and flexible.<\/span><\/p>\n<h2><b>Getting started<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">When you click <b>New<\/b>, then <b>Workflow<\/b>, you can choose from four creation methods:<\/span><\/p>\n<h3><b>1. Generate with AI<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Describe the process you need, and AI generates a draft workflow for you to review and customize. This is the fastest way to get a working structure in place.<\/span><\/p>\n<h3><b>2. Import a document<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Upload an existing document (such as a checklist, SOP, or process guide) and convert it into a structured workflow.<\/span><\/p>\n<h3><b>3. Explore templates<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Browse the <\/span><a href=\"https:\/\/www.process.st\/templates\/\"><span style=\"font-weight: 400;\">Public Template Library<\/span><\/a><span style=\"font-weight: 400;\"> to find premade workflows for common processes across HR, IT, Finance, and more. Pick a template and customize it to fit your needs.<\/span><\/p>\n<h3><b>4. Start a blank workflow<\/b><\/h3>\n<p><span style=\"font-weight: 400;\">Build your process from the ground up. Ideal if you have a specific structure or set of steps in mind.<\/span><\/p>\n<h2><b>Where to build<\/b><\/h2>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Private Library:<\/b><span style=\"font-weight: 400;\"> Use this space to draft and test workflows privately before sharing them with your team.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><b>Organization Library:<\/b><span style=\"font-weight: 400;\"> When you&#8217;re ready to collaborate or go live, move your workflow here for team-wide access.<\/span><span style=\"font-weight: 400;\">\n<p><\/span><\/li>\n<\/ul>\n<h2><b>Best practices<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">To build effective workflows, review the<\/span><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\"> <b>5 Stages of Process Building<\/b><\/a><span style=\"font-weight: 400;\"> in the Getting Started Guide. It outlines a structured approach to designing processes that scale.<\/span><\/p>\n<h2><b>Short on time?<\/b><\/h2>\n<p><span style=\"font-weight: 400;\">You can<\/span><a href=\"https:\/\/www.process.st\/help\/docs\/getting-started-10-minute-workflow-run\/\"> <span style=\"font-weight: 400;\">build and run a workflow in under 10 minutes<\/span><\/a><span style=\"font-weight: 400;\">. Perfect for quick wins or testing the platform.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Workflows are at the heart of Process Street, allowing you to document, automate, and run recurring processes. Whether you&#8217;re generating a workflow with AI, importing an existing document, exploring premade templates, or starting from scratch, building workflows is quick and flexible. Getting started When you click New, then Workflow, you can choose from four creation [&hellip;]<\/p>\n","protected":false},"author":11,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Workflows","footnotes":""},"ht_kb_category":[208],"ht_kb_tag":[251,250,252,160],"class_list":["post-5691","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-faq","ht_kb_tag-blank","ht_kb_tag-getting-started","ht_kb_tag-premade","ht_kb_tag-workflows"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5691","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/11"}],"version-history":[{"count":6,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5691\/revisions"}],"predecessor-version":[{"id":10276,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/5691\/revisions\/10276"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=5691"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=5691"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=5691"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}