Workflows

Q: What is a workflow and how can it benefit my team?

A workflow is a predefined sequence of steps that outlines how tasks are completed in a specific process. By implementing workflows, your team can streamline operations, improve efficiency, and ensure consistent results. It eliminates confusion, enables collaboration, and enables better tracking of progress and status updates.

Q: Can I customize workflows to match our team's unique needs and processes?

Absolutely! Our AI-powered process management platform allows you to design workflows tailored to your organization's specific requirements. You can define the sequence of steps, assign responsibilities, set due dates, and add conditional logic to adapt to different scenarios.

Q: How does workflow automation work?

Workflow automation eliminates manual input by users by automatically moving tasks through the defined sequence of steps. It can send notifications, assign tasks, update status, and organize data based on predefined rules. Automations not only save time but also reduce errors and free up your team to focus on more value-added activities.

Q: Can workflows integrate with other tools and systems we already use?

Absolutely! Our platform offers seamless integration with popular tools like Slack, Trello, Zapier and thousands more. This means that you can enable data exchange and automation across all the platforms you use.

Q: How can AI be integrated into workflows?

Our platform leverages AI to generate and enhance workflows and standard operating procedures (SOPs). With Process AI, you can utilize built-in AI algorithms to optimize and refine your workflows. This integration of AI brings increased efficiency, accuracy, and continuous improvement to your team's processes.

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Conditional logic

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

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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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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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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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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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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 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!