JOIN OVER 450,000 PROCESS STREET USERS
Always have access to your company’s expertise with our knowledge base software
Improve customer experiences and internal operations with one tool.
Our intuitive drag-and-drop editor makes documenting processes a cinch. No need to spend hours writing long explanations no one will ever see.
Better knowledge spill
With custom-built workflows, everyone on your team can find exactly what they need when they need it. Key information doesn't have to be hard to get. Not anymore.
See who’s working on what, when, and which deadlines have been missed so you can keep your finger on the pulse of your team’s activity without chasing people.
Educating new employees can become a daunting task, but Process Street workflows not only facilitate procedural learning but also preserve processes to be referenced later.
Use incredible workflow features like stop tasks for ensuring critical tasks are completed, and approvals for streamlining reviews and assessments.
We definitely love Process Street. Not only has it allowed us to save days in time, but it has also improved employee happiness and helped us to save over $1,000,000 in operating expenses!
Pam Levin, Innovation Manager, Elite Business Ventures, Inc.
Here's what else our
knowledge base software can do
Document informative processes and workflows in seconds
Process Street templates make sure all team members can find the right processes efficiently. Even better — your most inexperienced employee can navigate Process Street’s database with absolutely minimal training as long as essential, informative processes have been documented.
Improve decision-making tenfold with approvals
Thanks to our approvals feature, approving or rejecting items from colleagues is not only easy, but it also ensures bottlenecks don't occur. Decisions can be made from your phone, in-app, or straight from your email inbox. Here's to mistakes no longer being made.
Collaborate as a team, securely
Task and role assignments make sure only the people who need to know, get to know. Invite customers and contractors to work on a workflows as guests without allowing access to sensitive information. Restrict editing privileges to certain teams or departments, too.
Integrate your other tools with Process Street for true productivity
Already using a software suite you love? No problem. Process Street integrates with over 2,000 tools thanks to webhooks, API access, and third-party platforms. Streamlining your task automation has never been easier.
Capture crucial data with rich forms
For collecting and managing structured information, there are our rich form fields. Once data has been captured, seamlessly pass the data directly between Process Street and your other tools.
Build ultra-smart processes
Advanced features like conditional logic enable teams to create dynamic processes with if/then logic. This allows processes to always adapt to the user's needs, meaning you don't have to build processes for multiple scenarios.
Always be in the know with the report dashboard
Oversee everything that's happening, in real-time, with the workflow reports dashboard. See who did what exactly, when, how, and whether it was completed on time or not. Bring visual management into your company and stay on top of your team’s work with up-to-date information. Always.
TechMD uses Process Street for all core processes including employee onboarding, active directory management, and workstation repair processing.
Their team relies on our platform for managing day to day core business processes and operations.WATCH CUSTOMER VIDEO
CEO, Mailine Automotive
Mainline Autobody manages its core repair and insurance processes on Process Street. The team uses them to onboard and train new employees, create procedures for quality control, and to improve visibility across their operations.
With Process Street they are able to create, track, optimize and automate their standard operating procedures.WATCH CUSTOMER VIDEO
Teams around the globe 💙 Process Street. Here’s why
“We could have created a traditional playbook in MS Word, but we wanted something more action-oriented. We want everyone to feel they are responsible for executing on something rather than just reading something.”
DIRECTOR PRODUCT DEVELOPMENT
“An elegant, yet efficient, checklist tool! I love the overall design and the simple way that you can update or change a process. You can tell how much thought went into things like click reduction and ease of use.”
“We have recently plugged Process.st in as our top level process management tool. It is a seamless fit into our already existing project management software and allows us to track individual project processes without being weighed down by unnecessary features.”
“Awesome product. The guys have put huge effort into this app and focused on simplicity and ease of use. The product oozes quality. Nice one."
Hit the ground running with premade templates for your knowledge base software!
Process Street's template library holds over 1,000 practical, professional, and free workflow templates to get you started. Add them to your organization and edit them to align with your team’s needs — or just use them right out the box.
Employee Onboarding Workflow
Here’s a general employee workflow template that outlines the basics of onboarding new team members, while also allowing you space to customize it to your needs. By adding this template to your organization, different team members can onboard new employees easily, and all in the same, effective way. Take things a step further by integrating steps in this workflow with HR apps like Workable and Breezy HR.
Upselling Process for SaaS Companies
This workflow template is geared at a proactive customer success and/or inside sales team. It utilizes conditional logic to guide users through the outreach, and then long text form fields to record answers from the conversation once users are successful in getting customers on a call. By using this template, experienced and new success or sales employees can get the same results. Each and every time.
Process Street Webinars: Showcasing Process Excellence
REGISTER FOR OUR WEBINARS
Join us and become a process maestro. Our Customer Success team regularly hosts informative, entertaining webinars full of new features, tips, tricks, and guest speakers (such as Salesforce) to help you incorporate our knowledge base into yours.
The web's best blog for business knowledge
Educational, entertaining, and exciting content that'll leave you full of knowledge.
Knowledge is the product of doing. Here's a post detailing all the things we learned from our SaaS price model that other products wouldn't dare talk about.
In many respects, knowledge = enlightenment. And when it comes to data enlightenment in particular, you'll want to establish an SSOT. Here's why and how.
Have employees who want to improve their knowledge and skills? An employee development plan makes the process simple. Grab a free template for it!
Grab some popcorn and check out our video library to take your Process Street processes to a whole new level.
For a complete overview of Process Street's knowledge base software and how it works, there's this video. In just over 4 minutes, you'll be able to use it like a pro.
The approval workflow needn't be lengthy, stressful, and full of bottlenecks; it can be a breeze with Process Street's approvals feature. Here's how to use it.
Your workflows can give relevant instructions accordingly with conditional logic. Watch this and stop creating new processes for every slight variation!
Creating & Editing Templates
Before delving into advanced features, get to grips with creating and editing effective process templates first.
Templates vs Checklists
Templates are your core process documents. Meanwhile, checklists are single instances of a process.
Processes should be followed to the T, not tackled out of order. With stop tasks, enforcing process order is easy.