Data Sets act as a centralized repository for storing and managing all of your organization's data. They're a secure place where your data can live and be automatically added to with data from forms or workflows, bridging the gap between disparate processes and teams.

Data Sets

Q: What kind of data can I store in data sets?

Data sets are highly flexible and can be used to store whatever you need to access. For example, invoice data, customer contact information, vendor profiles, workflow metrics or employee data.

Q: How can Data Sets benefit my business?

Data Sets let you easily manage, access, and use your data across multiple processes, helping coordinate workflows and enhance the accuracy of reported data.

Q: Are Data Sets secure?

Absolutely. Security is a top priority for us. Your data is always protected with top-grade encryption protocols. Access controls also ensure that only the right individuals or teams within your organization can view or manipulate the data.

Q: Can Data Sets integrate with other tools?

Yes, Data Sets can easily integrate with your Workflows and Forms to create seamless, dynamic processes. You can also import data from other tools into data sets to reduce manual data entry and ensure data accuracy.

Centralized data connecting work across all teams and departments in your organization.

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Trusted by more than 3000 companies

Build accurate workflows with confidence and
complete workflow runs faster, with a secure
and accessible source of truth.

Keep important data readily accessible, such as contact information for new hires, sales leads, or property management records, and seamlessly weave it into your business processes.

Auto-filling Form Fields in Workflows

Complete tasks and workflows fast and faultlessly with less manual input.

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Integrations

Transfer data automatically, freeing up your team to focus on the jobs the machines can't handle.

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Saved Views

Analyze the details that matter with pre-configured views of your data.

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Variables

Personalize tasks and communication in your workflows with accurate data from your data set.

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Common use cases

Thousands of teams use Process Street to streamline critical business operations.

Employee onboarding

Elevate your new hire onboarding process with our superior collection of employee onboarding templates for new hires.

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Project management

Optimize your project execution with our premium collection of Project Management templates.

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Governance, risk & compliance

Navigate the intricate world of regulatory standards with our comprehensive collection of Compliance templates.

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Due diligence

Streamline your due diligence process with our expertly designed Due Diligence templates.

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Mergers & acquisitions

Optimize your merger and acquisition strategies with our extensive collection of mergers & acquisitions templates.

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Investor communications

Strengthen your financial communication with our Investor Relations templates.

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Backed by happy clients

With Process Street we've been able to bring documentation to life… allowing us to adapt processes quickly, improve governance and achieve consistent results

Linda White

Head of Technology Services, Colliers

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“A huge win. Delivers cross
functional team collaboration.”

Alex Hauer

Senior Success Consultant, Salesforce

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"It was the right choice for us. It helped our team move quicker"

Chelsea Lynch

Manager of CS operations, Bentobox

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Frequently asked questions

Can't find the answer you need? Contact our support team.

What are Data Sets?

What kind of data can I store in data sets?

How can Data Sets benefit my business?

Are Data Sets secure?

Can Data Sets integrate with other tools?

Get started easily

Get started with Data Sets and discover how to connect them to your workflows and set up automations to streamline
the flow of your data. Join us on a live demo or get stuck right in. However you want to get started, we've got you covered!