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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
Human Resources
Streamlined Onboarding

Create standardized onboarding workflows for new hires that ensure all necessary documentation is collected and required training is completed.

Problem

Onboarding new employees can be a tedious and disorganized process. HR teams often juggle various tasks, such as sharing policy documents, setting up IT systems, and scheduling introductory meetings, which can lead to errors and delays.

Process Street Solution

With Workflows, HR teams can automate the entire onboarding process. You can schedules workflow runs, send necessary onboarding materials, and automatically follow up, ensuring a smooth, organized, and efficient process.

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IT
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Backed by happy clients

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“With Process Street we've been able to bring documentation to life…allowing use to adapt processes quickly, improve governance and achieve consistent results”
Linda White
Head of Technology Services and Lease Administration Colliers International
"A huge win"
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Alex Hauer
Alex Hauer
Senior Success Consultant, Salesforce
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"It was the right choice for us"
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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

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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!
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

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