{"id":56516,"date":"2026-10-12T23:25:18","date_gmt":"2026-10-12T23:25:18","guid":{"rendered":"https:\/\/www.process.st\/templates\/start-here-13\/"},"modified":"2026-10-23T16:15:51","modified_gmt":"2026-10-23T16:15:51","slug":"start-here-13","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/start-here-13\/","title":{"rendered":"Start Here"},"content":{"rendered":"\n<section id=\"watch-the-video\">\n <h2>Watch the video<\/h2>\n <div class=\"text-content\">\n  <p>Welcome to&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/getting-started\/\" target=\"_blank\" rel=\"nofollow\">Process Street \ud83d\udc4b. <\/a>This is a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/task-assignments\/\" target=\"_blank\" rel=\"nofollow\">task<\/a>&nbsp;in a&nbsp;<a href=\"https:\/\/www.process.st\/help\/docs\/running-workflows\/\" target=\"_blank\" rel=\"nofollow\">workflow<\/a><a href=\"https:\/\/www.process.st\/help\/docs\/running-workflows\/\" target=\"_blank\" rel=\"nofollow\">.<\/a>&nbsp;<\/p>\n  <p>Watch the video below to learn more (it's onttly 1:45).<\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe data-ps-consent-src=\"https:\/\/fast.wistia.net\/embed\/iframe\/6ubvyhkkvm\"  frameborder=\"0\" allowfullscreen=\"true\">\n            <\/iframe>\n  <\/div>\n  <!-- No description -->\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> How was the video? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Good \ud83d\ude04<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Boring \ud83e\udd71<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">I don't get it \ud83d\ude15<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Want to watch another one? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Hell yes \ud83d\ude4c<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Umm no thanks \ud83d\udc4e<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe data-ps-consent-src=\"https:\/\/fast.wistia.net\/embed\/iframe\/5k4tb7d90e\"  frameborder=\"0\" allowfullscreen=\"true\">\n            <\/iframe>\n  <\/div>\n  <div class=\"description\">Longer demo<\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>You just experienced <a href=\"https:\/\/www.process.st\/help\/docs\/conditional-logic\/\" rel=\"nofollow\" target=\"_blank\">conditional logic<\/a> which lets you control a workflow as choices are being made.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Ready to move on? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yep \ud83d\udc4c<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Hold on a second \ud83d\uded1 I need to watch the video again...<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p>Great! Click \"Complete task\" below<\/p>\n <\/div>\n<\/section>\n<section id=\"learn-the-basics\">\n <h2>Learn the basics<\/h2>\n <div class=\"text-content\">\n  <p>First step of learning the basics is running a workflow. Right now you are viewing or editing a workflow. To get started, let's run this workflow.<strong><\/strong><\/p>\n  <p class=\"style-success\">To run the workflow <strong>click \"\u25b6\ufe0f Run Workflow\"<\/strong> in the top right of the screen.<\/p>\n <\/div>\n<\/section>\n<section id=\"workflow-runs\">\n <h2>Workflow runs<\/h2>\n <div class=\"text-content\">\n  <p>Now let's learn about workflows and workflow runs.<\/p>\n  <p>By now you should be in an active \"<a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow-run\/\" rel=\"nofollow\" target=\"_blank\">Workflow Run<\/a>\".<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-danger\">\ud83d\uded1&nbsp; If you see this red box here, you are not in a run yet!\n   <br>\n   <br>\n   Go back to task 2 or click <strong>\"Run Workflow\"<\/strong> above to continue.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <p>Workflows allow you to combine knowledge, collaboration and automation to handle all sorts of tasks at work.<\/p>\n  <p>When a workflow is ready to be done, you simply \"run\" the workflow.<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/lcGGiouVNBYBoRvy5q191A\/sIuE7eja8zABoRvy60l5aA\/oSB9fn1aDTafAhQPKLtAng.png\" alt=\"Workflow runs\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/lcGGiouVNBYBoRvy5q191A\/sIuE7eja8zABoRvy60l5aA\/oSB9fn1aDTafAhQPKLtAng.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>Let's take a look at a more relevant example.<\/p>\n  <p>A few quick questions so we can better serve you...<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What team are you in? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Human Resources<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Customer Success<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Owner \/ Executive<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Marketing<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">5<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Finance<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">6<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Information Technology<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">7<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Product, Design and Engineering<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">8<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Operations<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What kind of HR workflow do you want to build? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Employee onboarding<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Holiday time off approval<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Internal promotion<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Offboarding<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p class=\"style-info\"><strong>The below is all conditional logic content that gets triggered dynamically based on what you choose above while running a workflow.<\/strong><\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5>Employee Onboarding<\/h5>\n  <p>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.<\/p>\n  <p>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.&nbsp;<\/p>\n  <p>Make it easy for managers with single-click approvals and forms directly in Slack.<\/p>\n  <p>We have hundreds of customers that use us for simple to complex onboarding like Salesforce who uses us for multiple flows.<\/p>\n  <p>Book a custom <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">employee onboarding demo<\/a> with one of our consultants today.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5>Holiday time off approval<\/h5>\n  <p>You can use Process Street to quickly and easily build holiday, sick and other types of leave workflows that give visibility and ensure compliance.<\/p>\n  <p>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.&nbsp;<\/p>\n  <p>Make it easy for managers with single-click approvals and forms directly in Slack.<\/p>\n  <p>We have thousands of customers that use us for a variety of people processes like Salesforce who uses us for multiple flows.<\/p>\n  <p>Book a custom <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">HR workflow demo<\/a> with one of our consultants today.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5>Internal promotion<\/h5>\n  <p>You can use Process Street to quickly and easily internal promotion and relocation workflows that give visibility and ensure compliance.<\/p>\n  <p>Send requests via Slack or MS Teams. Create calendar events automatically. Keep everyone on the same page with clear handoffs and notifications.&nbsp;<\/p>\n  <p>Make it easy for managers with single-click approvals and forms directly in Slack.<\/p>\n  <p>We have thousands of customers that use us for a variety of people processes like Salesforce who uses us for multiple flows.<\/p>\n  <p>Book a custom <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">HR workflow demo<\/a> with one of our consultants today.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5>Offboarding<\/h5>\n  <p>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.<\/p>\n  <p>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.&nbsp;<\/p>\n  <p>Make it easy for managers with single-click approvals and forms directly in Slack.<\/p>\n  <p>We have hundreds of customers that use us for simple to complex offboarding like Salesforce who uses us for multiple flows.<\/p>\n  <p>Book a custom <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">HR workflow demo<\/a> with one of our consultants today.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Want to watch a webinar on Employee Onboarding with Process Street? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes \ud83d\udc4d<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No \ud83d\udc4e<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Email it to me \ud83d\udc8c<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe data-ps-consent-src=\"https:\/\/www.youtube.com\/embed\/BTQjAcww69s?modestbranding=1&amp;showinfo=0\"  frameborder=\"0\" allowfullscreen=\"true\">\n            <\/iframe>\n  <\/div>\n  <!-- No description -->\n <\/div>\n <div class=\"send-rich-email-content form-field-content\">\n  <div class=\"form-group to\">\n   <label>To<\/label>\n   <p class=\"form-control-static\"><span class=\"recipient\">{{current_user.email}}<\/span><\/p>\n  <\/div>\n  <div class=\"form-group cc\">\n   <label>CC<\/label>\n   <p class=\"form-control-static\"><\/p>\n  <\/div>\n  <div class=\"form-group bcc\">\n   <label>BCC<\/label>\n   <p class=\"form-control-static\"><\/p>\n  <\/div>\n  <div class=\"form-group subject\">\n   <label>Subject<\/label>\n   <p class=\"form-control-static\">Process Street Employee Onboarding Webinar<\/p>\n  <\/div>\n  <div class=\"form-group body\">\n   <label>Body<\/label> <iframe srcdoc=\"&lt;p&gt;Hey {{current_user.name}}&lt;\/p&gt;&lt;p&gt;Process Street lets you create rich email templates you can use as part of workflows.&lt;\/p&gt;&lt;p&gt;Here is a link to the Process Street employee onboaridng webinar.&lt;\/p&gt;&lt;p&gt;https:\/\/www.youtube.com\/watch?v=BTQjAcww69s&lt;\/p&gt;&lt;p&gt;Go ahead and send this email to yourself so you can watch the webinar later.&lt;\/p&gt;&lt;p&gt;Thanks,&lt;\/p&gt;&lt;p&gt;The Process Street Team&lt;\/p&gt;&lt;p&gt;www.process.st&lt;\/p&gt;&lt;style&gt;*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}&lt;\/style&gt;\" sandbox=\"\"><\/iframe>\n  <\/div>\n  <div class=\"form-group\">\n   <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button>\n  <\/div>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> What kind of Customer Success workflow do you want to build? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Client Onboarding<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Customer Management<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Expansion\/Upsell\/Cross Sell<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Service Delivery<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <h5>Client Onboarding<\/h5>\n  <p>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.<\/p>\n  <p>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.&nbsp;<\/p>\n  <p>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.<\/p>\n  <p>Book a custom <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">client onboarding workflow demo<\/a> with one of our consultants today.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5>Client Management<\/h5>\n  <p>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.<\/p>\n  <p>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.&nbsp;<\/p>\n  <p>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.<\/p>\n  <p>Book a custom <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">client management workflow demo<\/a> with one of our consultants today.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5>Expansion\/Upsell\/Cross Sell<\/h5>\n  <p>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.<\/p>\n  <p>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.&nbsp;<\/p>\n  <p>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.<\/p>\n  <p>Book a custom <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">customer expansion workflow demo<\/a> with one of our consultants today.<\/p>\n <\/div>\n <div class=\"text-content\">\n  <h5>Service Delivery<\/h5>\n  <p>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.<\/p>\n  <p>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.&nbsp;<\/p>\n  <p>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.<\/p>\n  <p>Book a custom <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">service delivery workflow demo<\/a> with one of our consultants today.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Want to watch a webinar on Customer Onboarding with Process Street? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes \ud83d\udc4d<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No \ud83d\udc4e<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Email it to me \ud83d\udc8c<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe data-ps-consent-src=\"https:\/\/www.youtube.com\/embed\/BuP8pADSOs0?modestbranding=1&amp;showinfo=0\"  frameborder=\"0\" allowfullscreen=\"true\">\n            <\/iframe>\n  <\/div>\n  <!-- No description -->\n <\/div>\n <div class=\"send-rich-email-content form-field-content\">\n  <div class=\"form-group to\">\n   <label>To<\/label>\n   <p class=\"form-control-static\"><span class=\"recipient\">{{current_user.email}}<\/span><\/p>\n  <\/div>\n  <div class=\"form-group cc\">\n   <label>CC<\/label>\n   <p class=\"form-control-static\"><\/p>\n  <\/div>\n  <div class=\"form-group bcc\">\n   <label>BCC<\/label>\n   <p class=\"form-control-static\"><\/p>\n  <\/div>\n  <div class=\"form-group subject\">\n   <label>Subject<\/label>\n   <p class=\"form-control-static\">Process Street Customer Onboarding Webinar<\/p>\n  <\/div>\n  <div class=\"form-group body\">\n   <label>Body<\/label> <iframe srcdoc=\"&lt;p&gt;Hey {{current_user.name}}&lt;\/p&gt;&lt;p&gt;Process Street lets you create rich email templates you can use as part of workflows.&lt;\/p&gt;&lt;p&gt;Here is a link to the Process Street customer onboaridng webinar.&lt;\/p&gt;&lt;p&gt;https:\/\/www.youtube.com\/watch?v=BuP8pADSOs0&lt;\/p&gt;&lt;p&gt;Go ahead and send this email to yourself so you can watch the webinar later.&lt;\/p&gt;&lt;p&gt;Thanks,&lt;\/p&gt;&lt;p&gt;The Process Street Team&lt;\/p&gt;&lt;p&gt;www.process.st&lt;\/p&gt;&lt;style&gt;*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}&lt;\/style&gt;\" sandbox=\"\"><\/iframe>\n  <\/div>\n  <div class=\"form-group\">\n   <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>{{form.What_team_are_you_in?}}, that's fantastic \ud83e\udd73<\/p>\n  <p>Process Street has thousands of {{form.What_team_are_you_in?}} teams across the world using us to manage their business operations.<\/p>\n  <p>With Process Street you can quickly and easily create workflows to:<\/p>\n  <ul>\n   <li>Document and track recurring tasks for the business<\/li>\n   <li>Drive efficiency in work through automation<\/li>\n   <li>Ensure quality and accuracy in business critical tasks<\/li>\n   <li>Coordinate and orchestrate complex cross-functional workflows<\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p>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!&nbsp;<\/p>\n  <p>We also have a stellar <a href=\"https:\/\/www.process.st\/help\/docs\/support\/\" rel=\"nofollow\" target=\"_blank\">support team<\/a>, <a href=\"https:\/\/www.process.st\/workflow-services\" rel=\"nofollow\" target=\"_blank\">solutions consulting team<\/a>, <a href=\"https:\/\/community.process.st\/\" rel=\"nofollow\" target=\"_blank\">community<\/a>, <a href=\"https:\/\/www.process.st\/help\/\" rel=\"nofollow\" target=\"_blank\">help center<\/a> and <a href=\"https:\/\/www.youtube.com\/channel\/UCzQ7wReQLxZV-NndyXByfwQ\" rel=\"nofollow\" target=\"_blank\">YouTube channel<\/a> to help you get going!<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Want to learn more about workflow runs? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes please \ud83d\ude04<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">All good, I understand the difference \ud83d\udc4d<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe data-ps-consent-src=\"https:\/\/www.youtube.com\/embed\/W_iYrlA3qBE?modestbranding=1&amp;showinfo=0\"  frameborder=\"0\" allowfullscreen=\"true\">\n            <\/iframe>\n  <\/div>\n  <!-- No description -->\n <\/div>\n <div class=\"text-content\">\n  <p>Okie dokie. Click \"Complete task\" below<\/p>\n <\/div>\n<\/section>\n<section id=\"fancy-automations\">\n <h2>Fancy automations<\/h2>\n <div class=\"text-content\">\n  <p>Once you've chosen your first workflow to build, you can begin thinking about automation \u26a1.<\/p>\n  <p>Process Street gives you the ability to connect to <a href=\"https:\/\/www.process.st\/help\/kb\/integrations\/\" rel=\"nofollow\" target=\"_blank\">thousands of other apps<\/a> and automate work based on actions and data inside your workflow run.<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/lcGGiouVNBYBoRvy5q191A\/sEgWltCoxMIBoRvy60dyAQ\/ul3au8ODdjjAuU6cWR1Dww.png\" alt=\"Fancy automations\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/lcGGiouVNBYBoRvy5q191A\/sEgWltCoxMIBoRvy60dyAQ\/ul3au8ODdjjAuU6cWR1Dww.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>For example, we could automatically start a workflow when a new employee is hired in <a href=\"https:\/\/www.process.st\/help\/docs\/greenhouse\/\" rel=\"nofollow\" target=\"_blank\">Greenhouse<\/a>, or a customer is closed in <a href=\"https:\/\/www.process.st\/help\/docs\/salesforce\/\" rel=\"nofollow\" target=\"_blank\">Salesforce<\/a>.<\/p>\n  <p>We can pull in data about that contact, and then use it to <a href=\"https:\/\/www.process.st\/help\/docs\/email-widget\/\" rel=\"nofollow\" target=\"_blank\">send emails<\/a> and <a href=\"https:\/\/www.process.st\/help\/docs\/slack\/\" rel=\"nofollow\" target=\"_blank\">Slack<\/a> messages, generate contracts in <a href=\"https:\/\/www.process.st\/help\/docs\/docusign\/\" rel=\"nofollow\" target=\"_blank\">Docusign<\/a>,&nbsp;update a <a href=\"https:\/\/www.process.st\/help\/docs\/google-sheets\/\" rel=\"nofollow\" target=\"_blank\">Google Sheet<\/a>, and a whole lot more.<\/p>\n  <p>The possibilities are literally endless.<\/p>\n  <p>For real superpowers, connect to our <a href=\"https:\/\/www.process.st\/help\/docs\/process-street-api\/\" rel=\"nofollow\" target=\"_blank\">API<\/a> and your BI tools available on our <a href=\"https:\/\/www.process.st\/request-demo\/\" rel=\"nofollow\" target=\"_blank\">enterprise plan<\/a>.<\/p>\n <\/div>\n <div class=\"select-field-content form-field-content\">\n  <div class=\"form-group\">\n   <label> Want to watch a webinar on Automations? <\/label> <select disabled class=\"form-control\"> <option value=\"An option will be selected here\">An option will be selected here<\/option> <\/select>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Yes please \ud83d\udc4d<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">No, I am an automation god \u26a1<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Email it to me to watch later \ud83d\udc8c<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe data-ps-consent-src=\"https:\/\/www.youtube.com\/embed\/BKpDkQRgUqk?modestbranding=1&amp;showinfo=0\"  frameborder=\"0\" allowfullscreen=\"true\">\n            <\/iframe>\n  <\/div>\n  <!-- No description -->\n <\/div>\n <div class=\"send-rich-email-content form-field-content\">\n  <div class=\"form-group to\">\n   <label>To<\/label>\n   <p class=\"form-control-static\"><span class=\"recipient\">{{current_user.email}}<\/span><\/p>\n  <\/div>\n  <div class=\"form-group cc\">\n   <label>CC<\/label>\n   <p class=\"form-control-static\"><\/p>\n  <\/div>\n  <div class=\"form-group bcc\">\n   <label>BCC<\/label>\n   <p class=\"form-control-static\"><\/p>\n  <\/div>\n  <div class=\"form-group subject\">\n   <label>Subject<\/label>\n   <p class=\"form-control-static\">Process Street Automations Webinars<\/p>\n  <\/div>\n  <div class=\"form-group body\">\n   <label>Body<\/label> <iframe srcdoc=\"&lt;p&gt;Hey {{current_user.name}}&lt;\/p&gt;&lt;p&gt;Process Street lets you create rich email templates you can use as part of workflows.&lt;\/p&gt;&lt;p&gt;Here is a link to the Process Street automations webinars.&lt;\/p&gt;&lt;p&gt;Automation webinar 1) https:\/\/www.youtube.com\/watch?v=BKpDkQRgUqk&lt;\/p&gt;&lt;p&gt;Automation webinar 2) https:\/\/www.youtube.com\/watch?v=-qBUtYfjVD4&lt;\/p&gt;&lt;p&gt;Go ahead and send this email to yourself so you can watch the webinar later.&lt;\/p&gt;&lt;p&gt;Thanks,&lt;\/p&gt;&lt;p&gt;The Process Street Team&lt;\/p&gt;&lt;p&gt;www.process.st&lt;\/p&gt;&lt;style&gt;*{font-family:Inter,&quot;Segoe UI&quot;,&quot;Roboto&quot;,&quot;Oxygen&quot;,&quot;Ubuntu&quot;,&quot;Cantarell&quot;,&quot;Fira Sans&quot;,&quot;Droid Sans&quot;,&quot;Helvetica Neue&quot;,system-ui,sans-serif}&lt;\/style&gt;\" sandbox=\"\"><\/iframe>\n  <\/div>\n  <div class=\"form-group\">\n   <button type=\"button\" disabled class=\"btn btn-default\"> <i class=\"fa fa-envelope btn-icon\"><\/i> Send <\/button>\n  <\/div>\n <\/div>\n <div class=\"text-content\">\n  <p>Well then, carry on oh mighty one...<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/lcGGiouVNBYBoRvy5q191A\/mJd-FsPZa4wBoRvy60d0Sw\/l9Vrcq8VErazLa803CxDDA.gif\" alt=\"Fancy automations\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/lcGGiouVNBYBoRvy5q191A\/mJd-FsPZa4wBoRvy60d0Sw\/l9Vrcq8VErazLa803CxDDA.gif\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n<\/section>\n<section id=\"work-where-you-live\">\n <h2>Work where you live<\/h2>\n <div class=\"text-content\">\n  <p>With Process Street, you can work where your team already lives. Get work delivered to any of the below platforms.<\/p>\n <\/div>\n <div class=\"multi-select-content form-field-content\">\n  <div class=\"form-group\">\n   <label> (Subtasks) <\/label>\n  <\/div>\n  <ul class=\"items\">\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">1<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Slack app<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">2<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Microsoft Teams app<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">3<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Actionable email notifications<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">4<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">iOS &amp; Android apps<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">5<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Sync tasks with Asana, ClickUp, Monday etc<\/div>\n   <\/li>\n   <li class=\"item\">\n    <div class=\"step-number-container\">\n     <div class=\"step-number\">6<\/div>\n    <\/div>\n    <div class=\"step-checkbox-container\">\n     <div class=\"step-checkbox\"><\/div>\n    <\/div>\n    <div class=\"item-name-static\">Integrations to 1000s of third-party apps<\/div>\n   <\/li>\n  <\/ul>\n <\/div>\n <div class=\"text-content\">\n  <p>You can of course stay inside Process Street to do your work if you prefer.<\/p>\n  <p>We have a beautiful <a href=\"https:\/\/app.process.st\/inbox\" rel=\"nofollow\" target=\"_blank\">Inbox<\/a> and <a href=\"https:\/\/app.process.st\/reports?tab=table\" rel=\"nofollow\" target=\"_blank\">reports<\/a> you can use to track individual and team performance.<\/p>\n <\/div>\n<\/section>\n<section id=\"all-your-processes-in-one-place\">\n <h2>All your processes in one place<\/h2>\n <div class=\"text-content\">\n  <p>Process Street lets you build workflows for any team and even workflows that span <a href=\"https:\/\/www.process.st\/help\/docs\/sharing\/\" rel=\"nofollow\" target=\"_blank\">across teams and companies<\/a>!<\/p>\n <\/div>\n <div class=\"image-content\">\n  <figure>\n   <a href=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/lcGGiouVNBYBoRvy5q191A\/gXci0wdB9iQBoRvy60h-Pw\/jpYj6H_U986xXaDy8M1C8Q.png\" alt=\"All your processes in one place\" target=\"_blank\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/ps-attachments.s3.amazonaws.com\/3\/lcGGiouVNBYBoRvy5q191A\/gXci0wdB9iQBoRvy60h-Pw\/jpYj6H_U986xXaDy8M1C8Q.png\"> <\/a><!-- No caption -->\n  <\/figure>\n <\/div>\n <div class=\"text-content\">\n  <p>With <a href=\"https:\/\/www.process.st\/help\/docs\/pages\/\" rel=\"nofollow\" target=\"_blank\">Pages<\/a>, you can bring all your team's knowledge into one place.<\/p>\n  <p>Your workflows, processes, policies and SOPs become easily discoverable with our universal search.<\/p>\n  <p class=\"style-info\" style=\"text-align: center;\">Universal search keyboard shortcut<strong> (cmd+k) <\/strong>or <strong>(ctrl+k)<\/strong>.<\/p>\n  <p>Private and secure, with our military-grade <a href=\"https:\/\/www.process.st\/security\/\" rel=\"nofollow\" target=\"_blank\">security<\/a> and fine-grained <a href=\"https:\/\/www.process.st\/help\/docs\/user-permissions\/\" rel=\"nofollow\" target=\"_blank\">permission<\/a> controls.&nbsp;<\/p>\n <\/div>\n<\/section>\n<section id=\"time-to-build\">\n <h2>Time to build<\/h2>\n <div class=\"text-content\">\n  <p>Well, what are you waiting for? <strong>Time to start building!<\/strong><\/p>\n <\/div>\n <div class=\"video-content\">\n  <div class=\"iframe-container\">\n   <iframe data-ps-consent-src=\"https:\/\/www.youtube.com\/embed\/CyDHCV1YBb0?modestbranding=1&amp;showinfo=0\"  frameborder=\"0\" allowfullscreen=\"true\">\n            <\/iframe>\n  <\/div>\n  <!-- No description -->\n <\/div>\n <div class=\"text-content\">\n  <p>Remember, our <a href=\"https:\/\/www.process.st\/help\/docs\/support\/\" rel=\"nofollow\" target=\"_blank\">support team<\/a>, <a href=\"https:\/\/www.process.st\/workflow-services\" rel=\"nofollow\" target=\"_blank\">solutions consulting team<\/a>, <a href=\"https:\/\/community.process.st\/\" rel=\"nofollow\" target=\"_blank\">community<\/a>, <a href=\"https:\/\/www.process.st\/help\/\" rel=\"nofollow\" target=\"_blank\">help center<\/a> and <a href=\"https:\/\/www.youtube.com\/channel\/UCzQ7wReQLxZV-NndyXByfwQ\" rel=\"nofollow\" target=\"_blank\">YouTube channel<\/a>&nbsp;are all here to help!<\/p>\n <\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Watch the video Welcome to&nbsp;Process Street \ud83d\udc4b. This is a&nbsp;task&nbsp;in a&nbsp;workflow.&nbsp; Watch the video below to learn more (it's onttly 1:45). How was the video? An option will be selected here 1 Good \ud83d\ude04 2 Boring \ud83e\udd71 3 I don't get it \ud83d\ude15 Want to watch another one? 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