Workflows

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

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Trusted by more than 3000 companies

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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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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An industry-leading solution

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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?

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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!