We’re all using multiple apps for work, and we know how quickly this work becomes inconsistent and messy. You don’t always know what’s been done or what to do next.
For years, Process Street customers have been automating work and showing us first-hand the value of integrating Process Street with other tools to create powerful workflows like updating Salesforce opportunities, filing Jira tickets, and sending DocuSign contracts.
On top of that, a number of our enterprise customers have asked for more visibility, more security and fewer third-party points of failure.
So we took all that great functionality and made it native within Process Street.
Automations allows teams to streamline multi-app workflows into a simple, cohesive process.
Allow me to introduce Process Street’s Automations feature!
Our no-code Automations editor makes connecting and building with different applications as simple as writing a checklist. Always enjoy easy visibility into how your automation is configured and when it’s running.
This post provides a workflow stack packed with all the information you need to get started building your own Automations. Whether you’re a Sales manager trying to onboard a new customer, an HR manager onboarding a new employee, or you want to report a technical error to the development team – we’ve got you covered.
- How (& why) to optimize your processes with Automations
- How do Automations work?
- 2 HR workflows to kick-off using Process Street’s Automations
- How to use Automations to streamline your customer success workflows
- How to use Automations to report technical issues
- Need more guidance on how to use Automations?
Ready set … automate! ⚡️