π If you see this red box here, you are not in a run yet!
Go back to task 2 or click "Run Workflow" above to continue.
Workflows allow you to combine knowledge, collaboration and automation to handle all sorts of tasks at work.
When a workflow is ready to be done, you simply "run" the workflow.
Let's take a look at a more relevant example.
A few quick questions so we can better serve you...
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Human Resources
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Customer Success
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Owner / Executive
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Marketing
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Finance
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Information Technology
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Product, Design and Engineering
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Operations
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Employee onboarding
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Holiday time off approval
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Internal promotion
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Offboarding
The below is all conditional logic content that gets triggered dynamically based on what you choose above while running a workflow.
Employee Onboarding
You can use Process Street to quickly and easily build employee onboarding workflows that drive unparalleled engagement and make work a breeze for the team.
Trigger off your ATS like Greenhouse. Automate communication via email during preboarding then transition into Slack or MS Teams from day one. Keep everyone on the same page with clear handoffs and notifications.
Make it easy for managers with single-click approvals and forms directly in Slack.
We have hundreds of customers that use us for simple to complex onboarding like Salesforce who uses us for multiple flows.
You can use Process Street to quickly and easily build holiday, sick and other types of leave workflows that give visibility and ensure compliance.
Send requests via Slack or MS Teams. Create calendar events and update your HRIS automatically. Keep everyone on the same page with clear handoffs and notifications.
Make it easy for managers with single-click approvals and forms directly in Slack.
We have thousands of customers that use us for a variety of people processes like Salesforce who uses us for multiple flows.
Book a custom HR workflow demo with one of our consultants today.
Internal promotion
You can use Process Street to quickly and easily internal promotion and relocation workflows that give visibility and ensure compliance.
Send requests via Slack or MS Teams. Create calendar events automatically. Keep everyone on the same page with clear handoffs and notifications.
Make it easy for managers with single-click approvals and forms directly in Slack.
We have thousands of customers that use us for a variety of people processes like Salesforce who uses us for multiple flows.
Book a custom HR workflow demo with one of our consultants today.
Offboarding
You can use Process Street to quickly and easily build employee offboarding workflows that drive unparalleled engagement and make work a breeze for the team.
Trigger off your HR System like Workday. Automate communication via email during preboarding then transition into Slack or MS Teams from day one. Keep everyone on the same page with clear handoffs and notifications.
Make it easy for managers with single-click approvals and forms directly in Slack.
We have hundreds of customers that use us for simple to complex offboarding like Salesforce who uses us for multiple flows.
Book a custom HR workflow demo with one of our consultants today.
1
Yes π
2
No π
3
Email it to me π
{{current_user.email}}
Process Street Employee Onboarding Webinar
1
Client Onboarding
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Customer Management
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Expansion/Upsell/Cross Sell
4
Service Delivery
Client Onboarding
You can use Process Street to quickly and easily build client onboarding workflows that maximize NPS, retention, and expansion while giving your team a streamlined handoff and perfect visibility.
Trigger from Salesforce and update it along the way as progress is made. Bring in your customer to complete forms and submit information. Automatically generate emails and contracts. Keep everyone on the same page with clear handoffs and notifications.
We have thousands of customers that use us for a variety of customer processes like Colliers, Salesforce and Yext who use us for multiple flows.
You can use Process Street to quickly and easily build client management workflows that maximize NPS, retention, and expansion while giving your team a streamlined handoff and perfect visibility.
Trigger from Salesforce and update it along the way as progress is made. Bring in your customer to complete forms and submit information. Automatically generate emails and contracts. Keep everyone on the same page with clear handoffs and notifications.
We have thousands of customers that use us for a variety of customer processes like Colliers, Salesforce and Yext who use us for multiple flows.
You can use Process Street to quickly and easily build expansion, upsell and cross-sell workflows that drive revenue, retention, and expansion while giving your team a streamlined handoff and perfect visibility.
Trigger from Salesforce and update it along the way as progress is made. Bring in your customer to complete forms and submit information. Automatically generate emails and contracts. Keep everyone on the same page with clear handoffs and notifications.
We have thousands of customers that use us for a variety of customer processes like Colliers, Salesforce and Yext who use us for multiple flows.
You can use Process Street to quickly and easily build service delivery workflows that drive revenue, retention, and expansion while giving your team a streamlined handoff and perfect visibility.
Trigger from Salesforce and update it along the way as progress is made. Bring in your customer to complete forms and submit information. Automatically generate emails and contracts. Keep everyone on the same page with clear handoffs and notifications.
We have thousands of customers that use us for a variety of customer processes like Colliers, Salesforce and Yext who use us for multiple flows.
Process Street has thousands of {{form.What_team_are_you_in?}} teams across the world using us to manage their business operations.
With Process Street you can quickly and easily create workflows to:
Document and track recurring tasks for the business
Drive efficiency in work through automation
Ensure quality and accuracy in business critical tasks
Coordinate and orchestrate complex cross-functional workflows
This workflow may seem simple on the surface, but you can actually program any type of complex process into Process Street - even if you have no idea how to code!
Once you've chosen your first workflow to build, you can begin thinking about automation β‘.
Process Street gives you the ability to connect to thousands of other apps and automate work based on actions and data inside your workflow run.
For example, we could automatically start a workflow when a new employee is hired in Greenhouse, or a customer is closed in Salesforce.
We can pull in data about that contact, and then use it to send emails and Slack messages, generate contracts in Docusign, update a Google Sheet, and a whole lot more.
The possibilities are literally endless.
For real superpowers, connect to our API and your BI tools available on our enterprise plan.
1
Yes please π
2
No, I am an automation god β‘
3
Email it to me to watch later π
{{current_user.email}}
Process Street Automations Webinars
Well then, carry on oh mighty one...
Work where you live
With Process Street, you can work where your team already lives. Get work delivered to any of the below platforms.
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Slack app
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Microsoft Teams app
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Actionable email notifications
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iOS & Android apps
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Sync tasks with Asana, ClickUp, Monday etc
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Integrations to 1000s of third-party apps
You can of course stay inside Process Street to do your work if you prefer.
We have a beautiful Inbox and reports you can use to track individual and team performance.
All your processes in one place
Process Street lets you build workflows for any team and even workflows that span across teams and companies!
With Pages, you can bring all your team's knowledge into one place.
Your workflows, processes, policies and SOPs become easily discoverable with our universal search.
Universal search keyboard shortcut (cmd+k) or (ctrl+k).
Private and secure, with our military-grade security and fine-grained permission controls.
Time to build
Well, what are you waiting for? Time to start building!
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