Process Street

Process Street helps operations teams turn recurring work into structured workflows. When your team onboards a client, approves a document, or follows an internal procedure, everyone needs clear steps and a shared record of progress. Process Street brings tasks, forms, approvals, and AI into that process, so teams can define the work, assign owners, and track exactly what happens.

Teams can build a workflow around the steps they already follow. Each run gives people tasks to complete, information to collect, and decisions to review. Due dates and role assignments make responsibility clear, conditional logic adapts the steps to the information entered, and stop tasks enforce the order of work. Approval steps give reviewers a defined place to accept or reject work before it moves forward.

AI can help create a workflow from instructions or an uploaded document. Within a workflow, AI tasks can use data from earlier steps to draft emails, analyze documents, or transform information. Teams can combine these tasks with human review and approval points, bringing AI into a defined process with the context needed for the task at hand.

Forms collect the details needed to complete a process. Data Sets keep structured records that can be used across workflows, and Pages give teams a place for supporting knowledge. Together, these features help connect the instructions people need with the information they use, so a team can keep a repeatable process while adapting each run to a particular client, employee, or request.

Automations connect steps and reduce manual handoffs. Teams can schedule recurring workflows, trigger work from email, and connect other tools through integrations and the public API. Process Street supports connections with services such as Slack, Microsoft Teams, Google Sheets, and Salesforce, so teams can move data and coordinate work across the systems they already use.

Reporting helps managers check the state of work across workflow runs. Dashboards and custom reports show progress and help teams spot tasks that need attention. Workflow history provides a record of execution, supporting reviews of how a process was followed, while permissions let teams control access to work and information.

Common uses include employee onboarding, client onboarding, document control, quality tracking, and internal compliance procedures. Operations, HR, finance, customer management, and compliance teams can use the same building blocks to organize their own recurring work. The focus is practical: give people a clear process, keep review points in place, and make progress easier to check.

Visit the Process Street website to explore the platform and start a free trial. The pricing page outlines the available plans and provides a way to contact sales about the specific needs of your team.