What it is
Process AI is a workflow automation component of the Process Street platform that applies AI to convert manual procedures into structured, executable workflows. The tool creates workflows from brief user instructions or by importing existing documents, and links those workflows with the platform’s automation, analytics, apps and external integrations. Generated workflows contain operational elements such as scheduled due dates, task assignments, approval steps, dependency controls and reusable variables. The offering includes AI-driven task execution and document analysis capabilities and is positioned for use by teams and organizations seeking to reduce repetitive manual effort. The site also highlights configuration and customization options and references commitments to AI security and privacy.
Key features
Key features include an AI Workflow Generator that produces tailored workflows quickly from prompts or uploaded materials, plus editable templates for further refinement. Generated workflows explicitly support automatic due date scheduling, task assignment to team members, approval routing, stop tasks that hold progress until prerequisites are met, and variables for passing data between steps. The platform exposes AI-tasks that can leverage outputs from earlier steps to generate personalized emails, execute calculations or formulas, transform data and analyze document content. Process AI ties into the broader automation engine, analytics dashboards, mobile-accessible apps and integrations with external tools. The product description also notes configurable AI instructions, adjustable workflow parameters and references to data security and privacy safeguards.
Use cases
The site lists concrete use cases such as employee onboarding, client onboarding, ISO compliance, quality tracking, document control and the creation of custom workflows. Targeted teams include operations, customer management, compliance, human resources, finance and IT/security, and industries cited include financial services, real estate, manufacturing, healthcare, professional services and technology. The tool is presented as a way to standardize repeatable procedures, automate extraction and use of document data, enforce approval paths and reduce manual handoffs. Organizations are shown using it to create consistent operational playbooks, monitor key performance metrics and securely integrate process steps with external applications.
