Workflows are recurring processes broken into structured, repeatable steps. They help teams execute consistently and provide a full audit trail of who did what, when, and why.

Forms let you collect structured data as part of your workflows. You can add logic, validation, and automation to ensure information is captured correctly and routed where it needs to go.

Ops Workflow Automation Software | Enforce Compliance & Scale Execution

Q: Can I collaborate in Ops?

Yes. Ops is built for team execution. You can assign tasks, set due dates, leave comments, request approvals, and track progress across every process in real time.

Q: Can I integrate with other tools?

Yes. Ops connects with thousands of tools through native integrations, Zapier, and Power Automate. You can trigger workflows, sync data, and automate tasks across your stack.

Q: How does AI work in Ops?

Cora, our AI engine, can build workflows, fill out forms, and take action inside processes. It turns policies and SOPs into executable steps, and automates real work based on your instructions.

Q: Is Ops secure and compliant?

Yes. Ops is built on secure infrastructure, with enterprise-grade permissions, audit logging, and compliance with standards like SOC 2, HIPAA, and GDPR.

AI orchestration for every business process

Ops is the intelligent orchestration engine of the Process Street platform. It connects people, systems, and data in one governed flow.

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platform

Built on the compliance operations platform

Ops is one of three core products in the Process Street compliance operations platform. It works alongside Docs and Cora to power structured execution, living documentation, and intelligent automation.

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How Ops powers enterprise-grade execution

Ops is a business process management platform that connects your policies, people, and systems into a single automation fabric. It transforms static procedures into intelligent workflows that run accurately, consistently, and at scale. Every task, approval, and data flow is orchestrated and auditable by design.

Workflows

Design structured workflows that systemize and automate execution across your operations. Ops routes work to the right teams, automates work with AI along the way, and ensures nothing slips through the cracks.

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Key features

Tasks Forms Approvals Conditional logic AI automation

Cora integration

Ops works seamlessly with Cora, our AI compliance agent. Cora builds and optimizes workflows, enforces controls, and monitors adherence in real time.

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Key features

Workflow generation Policy enforcement Risk alerts Control evidence

Data Sets

Collect, manage, and orchestrate data across workflows. Structured forms and Data Sets keep every input consistent and synchronized across systems.

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Key features

Data Sets System of record sync Saved views Linked dropdowns

Projects

Gain operational visibility across every workflow. Projects let you track execution, manage dependencies, and surface exceptions before they become risks.

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Key features

Tasks Projects Inbox Status tracking Accountability

Automations

Orchestrate the flow of work across teams and tools. Build intelligent rules that eliminate manual effort and connect your processes end to end.

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Key features

Triggers Conditional logic AI tasks Scheduled runs Cross-system actions

Integrations

Ops connects seamlessly with your enterprise stack. Orchestrate tasks, sync data, and trigger workflows across ERP, CRM, HR, and compliance systems.

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Key features

Slack Microsoft Teams Salesforce Google Sheets Zapier Power Automate API

Integrate your tools with Process Street
Workflows, Forms, and Data sets

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Salesforce

Slack

Microsoft Teams

Google Sheets

Jira

DocuSign

HubSpot

Mailchimp

Stripe

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

Greenhouse

Zapier

Power Automate

Google Forms

Airtable

BambooHR

Hireflix

Monday

Workable

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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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Frequently asked questions

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

Can I collaborate in Ops?

Can I integrate with other tools?

What are Workflows?

What are Forms?

How does AI work in Ops?

Is Ops secure and compliant?

Generate a workflow with Cora our AI agent

"Cora can automatically generate complete workflows based on your goals Just name the process, and Cora builds it in seconds"

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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