Run repeatable workflows and automation for operational teams
Process Street is a SaaS workflow and process management tool for teams to document, run, and automate repeatable checklists and approvals. It suits operations, HR, and customer success teams that need structured, audit-ready processes with workflow automations and Zapier/API integrations. Pricing includes a no-cost tier with limited runs and Paid plans that scale per user or via custom enterprise quotes, making it accessible to small teams and larger orgs alike.
Process Street is a workflow automation and checklist platform that helps teams create, run, and automate recurring business processes. The platform's primary capability is structured, checklist-driven workflows with conditional logic, approvals, and integrations for handoffs across systems. Process Street's key differentiator is its focus on human-in-the-loop process runs combined with automation through native integrations and webhooks, serving operations, HR, finance, and support teams. It offers a freemium entry point and paid per-user tiers for teams needing more runs, integrations, and SSO, keeping the automation & workflow category affordable for small to mid-sized teams.
Process Street is a cloud-based workflow and checklist platform founded in 2013, positioned as a tool to standardize recurring business procedures through templated, run-based checklists. Its core value proposition is replacing ad-hoc tasks and undocumented processes with structured, repeatable workflows that capture status, approvals, and evidence. Process Street emphasizes run instances — each time a checklist is executed — and stores run history and attachments to provide an auditable trail. The product targets operational teams that need low-friction documentation plus the ability to automate handoffs to third-party systems via native integrations, Zapier, and webhooks.
Key features include conditional logic and branching inside templates, which lets you show or hide checklist tasks based on field values or previous answers; approvals and e-signature-like confirmation steps for gating progression; and the Automation builder that connects checklist triggers to actions such as creating tasks, sending emails, or pushing data to connected apps. Process Street also supports rich form fields (text, date, single-select, file upload) inside tasks and a robust template library that you can fork. Integrations are practical: a native Zapier integration, a public API, and direct connections with tools like Slack and Salesforce, enabling cross-system triggers and updates when runs are started or completed.
Pricing is tiered with a Free plan, a Standard (or similar) paid plan billed per user, a Pro plan with advanced automation and SSO, and enterprise pricing for custom contracts. The Free tier allows limited templates and runs, suited for single users or evaluation. Paid plans increase concurrent runs, add unlimited templates, native integrations, API access, advanced permissions, and SSO. Enterprise customers receive dedicated onboarding, audit logs, and account-level SSO and security controls under custom pricing. Process Street also offers per-user pricing on its site and discounts for annual billing; exact dollar amounts change periodically so check their pricing page for current per-user monthly rates.
Teams that use Process Street include Operations Managers who run onboarding and SOP audits, and Customer Success Managers who run renewal and escalation playbooks. For example, an HR Manager can use Process Street to reduce new-hire onboarding time by standardizing tasks and collecting documents, while a Finance Ops analyst can automate invoice approval routing and store approval evidence for audits. Process Street competes directly with workflow and BPM tools like Pipefy and Kissflow, but favors checklist-based, human-driven runs and integrations rather than low-code process modeling found in some enterprise BPM suites.
Three capabilities that set Process Street apart from its nearest competitors.
Current tiers and what you get at each price point. Verified against the vendor's pricing page.
| Plan | Price | What you get | Best for |
|---|---|---|---|
| Free | Free | Limited templates and runs, no SSO, limited integrations | Individuals testing templates and simple processes |
| Pro | $15/user/month | Per-user billing, advanced automations, Zapier and API access | Small teams needing integrations and automations |
| Business | $30/user/month | SSO, audit logs, advanced permissions, more automation runs | Mid-size teams requiring security and compliance |
| Enterprise | Custom | Custom SSO, dedicated onboarding, enterprise support | Large organizations requiring contracts and controls |
Copy these into Process Street as-is. Each targets a different high-value workflow.
You are an expert HR operations consultant who designs Process Street workflows. Produce a new-hire onboarding checklist template for exempt employees. Constraints: maximum 15 sequential tasks, include conditional branches for Remote vs On-site hires, assignable roles (HR Coordinator, Hiring Manager, IT), estimated time per task, and required documents to upload. Output format: JSON array of step objects with keys: title, description (1-2 sentences), assignee_role, time_estimate_minutes, condition (null or 'Remote'/'On-site'), and attachments_required (array). Example step object: {"title":"Set up equipment","description":"Order laptop and peripherals","assignee_role":"IT","time_estimate_minutes":120,"condition":"Remote","attachments_required":["Order receipt"]}.
You are a Process Street workflow designer focused on operations reliability. Create a monthly equipment maintenance checklist for industrial machines. Constraints: include 12–14 steps, each with a single clear outcome, safety checks, required tools, pass/fail criteria, and an approval step if any pass/fail is 'fail'. Output format: a Markdown table with columns: Step Number, Title, Description, Safety Check (yes/no), Tools, Pass/Fail Criteria, Assignee Role, Approval Required (yes/no). Example row: |1|Inspect belts|Check for wear|yes|Spanner, Torch|No cracks, <3mm wear|Technician|yes|.
You are a Customer Success manager building a Process Street renewal playbook. Create a workflow that sequences: qualification, renewal quote, negotiation, exec review, signed renewal, and handoff. Constraints: include 8–10 checklist tasks, conditional logic for 'At-risk' customers (score <60) that triggers an escalation task, and automated email templates for three stages (Initial outreach, Quote sent, Follow-up). Output format: JSON with keys: steps (array of step objects with title, condition, assignee_role), automations (array with trigger, action_type:'send_email', template_id), and email_templates (array with id, subject, body). Provide short example email template for 'Initial outreach'.
You are a finance operations specialist creating a Process Street workflow. Design an invoice approval process that supports invoices under $5k (single approver) and over $5k (dual approvers), includes SLA timers (48 hours per approval), and records audit metadata. Constraints: provide step-by-step sequence (10–12 steps), define approval routing rules, escalation path if SLA misses, and required fields to capture (invoice_number, vendor, amount, due_date, GL_account, attachment). Output format: structured YAML showing steps (title, type:task/approval/timer), routing_rules, sla_seconds, escalation_action, and required_fields as a list.
You are a senior SRE designing an advanced Process Street incident response runbook. Produce a multi-role, multi-step runbook for high-severity outages that includes: on-call rotations, immediate mitigation steps, stakeholder notifications, post-mortem tasks, two approval gates, and webhook triggers to paging/monitoring tools. Requirements: include role-specific actions for Incident Commander, SRE, and Communications; list exact webhook payload examples (JSON) for 'trigger_pager' and 'update_status'; include two short few-shot examples of how a webhook payload changes when severity=critical vs severity=major. Output format: a numbered JSON object with keys: metadata, roles, steps (array with step_id, title, assignee_role, action, webhook_example|null), approvals (array), and examples (array).
You are a workflow automation consultant tasked with mapping Process Street automations across systems. Produce an integration plan for onboarding that connects HRIS, IT asset manager, Slack, and accounting via Process Street automations and webhooks. Requirements: include: 1) list of triggers (Process Street events), 2) destination integrations (API endpoints or Zapier actions), 3) field mapping table (source_field -> destination_field), 4) sample webhook JSON for two triggers (on_create_run, on_task_complete), 5) failure/retry policy recommendations. Output format: a JSON object with keys: triggers, integrations, field_mappings (array), webhook_samples (array), retry_policy. Include short notes on authentication method per integration.
Choose Process Street over Pipefy if you prioritize checklist-driven, human-run processes and audited run history over complex low-code process modeling.