Resources
Workflows

Workflows

An all-in-one solution for automating, tracking, and optimizing your business processes.

Workflows

Trusted by more than 3000 companies

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Supercharge your processes with powerful workflow features & integrations

Conditional logic

Workflows respond dynamically to specific criteria, so that your team can focus on what truly matters.

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Conditional logic
Approvals

Approvals

Improve compliance and accountability with single or sequential approvals.

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Task permissions

Control who sees sensitive data within your workflows.

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Task permissions
Role assignments

Role assignments

Ensure that all work is completed, even if your team's availability changes.

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Integrations

Eliminate manual work and save time by connecting tasks and workflows with other tools in your stack.

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Integrations
Scheduler

Scheduler

Ensure execution of your workflows is automated to match your business cadence.

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Continuous improvement

Update your workflows as your needs change, without interrupting ongoing work.

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Continuous improvement
Stop tasks

Stop tasks

Manage task dependencies and ensure critical information is collected before allowing the process to continue.

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Custom branding

Communicate using your brand when collaborating on workflows.

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Custom branding
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.

Project management

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

Governance, risk & compliance

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

Due diligence

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

Mergers & acquisitions

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

Investor communications

Strengthen your financial communication with our Investor Relations templates.

Backed by happy clients

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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
Linda White
Head of Technology Services, Colliers
“A huge win. Delivers cross
functional team collaboration.”
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Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
Read case study
"It was the right choice for us. It helped our team move quicker"
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Chelsea Lynch
Chelsea Lynch
Manager of CS operations, Bentobox
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An industry-leading solution

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Always here to help

Get the assistance you need with our professional support team

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Customer support
Generate a custom workflow in seconds using AI
Frequently asked questions
Can't find the answer you need? Contact our support team.
What is a workflow and how can it benefit my team?
Can I customize workflows to match our team's unique needs and processes?
How does workflow automation work?
Can workflows integrate with other tools and systems we already use?
How can AI be integrated into workflows?

Get started easily

Get started with a ready-made template, discover how to build workflows yourself or join us on a live demo. However you want to get started, we've got you covered!
Template library
Template library Start with a template
Get started guide
Getting started guide Learn to build workflows
Talk to Sales
Contact sales Schedule a demo

Join over 1 million workflow collaborators