Process Street
· #386 most-usedRun structured workflows and track every step without the manual overhead
Process Street is a compliance operations platform that helps non-technical teams build, run, and track structured workflows through checklist-based workflow runs and data sets. Connect it to Actionist and your agents can automatically trigger workflow runs when deals close, contracts arrive, or employees join — pre-filling fields from your other apps, checking off tasks as external events complete, maintaining data set registers, and surfacing overdue runs before they become compliance risks.
Eliminates manual work. Agents eliminate the manual work of creating workflow runs, entering data into checklists, and querying open runs for status updates — freeing teams to focus on the actual process work rather than administering it.
What your Process Street agent runs on autopilot
A week of scheduled jobs your Actionist agent will execute on your behalf.
Process Street × every other app you use
End-to-end automations that span multiple apps — each one a real business outcome.
New hire onboarding kicked off at HRIS record creation
When a new employee row appears in the HRIS export sheet, the HR Agent starts an Employee Onboarding workflow run in Process Street with the hire's details pre-filled, registers the employee in the Active Onboardings data set, posts a launch alert to the people ops Slack channel, and schedules the 30-day and 90-day check-in events — all before the HR team's morning standup.
Time saved for your team — every week, on autopilot
Savings
What your team gets back — two angles: what you stop doing manually, and what that's worth.
What you do manually today
What your agent runs for you
- Sales30 min / weekManual post-sale process coordination
Sales ops manually creates a Process Street checklist for each closed deal, copies in the account details, and emails the CSM — often hours or days after close, with inconsistent data.
Sales Agent0 minAgent starts handoff checklists at deal close automaticallyWhen a deal closes in HubSpot, the agent triggers a Customer Handoff workflow run in Process Street with the account data pre-filled and notifies the CSM — structured handoff is live within about a minute of close.
- Marketing25 min / weekManual campaign checklist setup
Someone on the marketing team manually creates a Process Street workflow run for each campaign, copies in the campaign name and dates, and assigns tasks — taking 10–15 minutes per campaign at launch.
Marketing Agent0 minAgent creates campaign checklists from the calendar automaticallyWhen a campaign is scheduled in Notion, the agent creates a Campaign Launch Checklist workflow run with metadata pre-filled so the marketing team opens the week with structured checklists already running.
- Customer Support20 min / weekManual escalation process initiation
When a ticket breaches SLA, a supervisor manually creates a Process Street escalation run, copies in the ticket details, assigns tasks, and notifies the team — often 20–30 minutes after the breach is noticed.
Customer Support Agent0 minAgent launches escalation workflow within about a minute of SLA breachThe support agent detects the SLA breach, creates an Escalation workflow run, logs it to the escalations data set, and alerts the supervisor — all structured before any human has manually triaged the ticket.
- Human Resources40 min / weekManual onboarding workflow creation
HR manually creates a new Process Street workflow run for each hire, enters their details, assigns tasks to IT and the manager, and follows up by email to confirm everyone saw their assignments.
Human Resources Agent0 minAgent auto-starts onboarding workflow at HRIS record creationThe HR agent detects a new HRIS entry and immediately runs the Employee Onboarding workflow with all fields pre-filled, assigning tasks to IT, facilities, and the manager without any manual intervention.
- Finance20 min / weekManual vendor approval initiation
Finance manually creates a Process Street vendor approval run, attaches the contract link, assigns reviewers, and emails procurement and legal to let them know a new vendor is pending review.
Finance Agent0 minAgent triggers vendor approval workflow at contract uploadWhen a contract lands in the designated Drive folder, the agent starts the Vendor Approval workflow, registers the vendor in the data set, and alerts procurement and legal — approval process starts within about a minute.
- Operations180 min / weekManual SOP performance reporting
The ops lead spends Monday morning manually checking open workflow runs in Process Street, counting completions and overdue items per template, and compiling a summary spreadsheet for the leadership meeting.
Operations Agent0 minAgent produces weekly SOP health digest without any manual queriesEvery Monday the agent queries all active SOP workflow runs, calculates completion rates, updates the data set, and posts a digest to leadership — the ops lead gets a full process health view in Slack, not a spreadsheet.
- Legal30 min / weekManual contract intake and tracking
The legal team manually creates a Process Street contract review run, copies counter-party details from the request email, creates a Drive folder, and updates the legal tracker spreadsheet for each new contract.
Legal Agent0 minAgent launches and tracks contract review workflow at intakeWhen a contract request arrives, the agent starts the review workflow, logs it in the legal data set, alerts the team, and creates the Drive filing folder — the full intake process is complete within about a minute.
Calculate what your team saves
Based on Process Street's typical team usage — the visible tasks plus a few other automations the agent runs: ~2.5 hrs / person / week of admin work automated.
How to plug Process Street into Actionist
Pick the connection method that suits your environment.
Connect via a Process Street API key generated from your organization settings. Gives Actionist access to run workflows, manage data sets, update tasks, and listen for webhook events across your account.
Log in to Process Street, click your avatar in the top right, and go to Settings → Integrations. Under API Keys, click Generate Key and give it a descriptive name like 'Actionist'.
Copy the key immediately — it is only shown once. Treat it like a password. Store it in a secrets manager if your team uses one.
Paste the key into the API Key field below and click Test connection. Actionist runs a read-only call to confirm the handshake before enabling any actions or triggers.
13 actions your agent can call
Read and write operations available to your Actionist agent.
9 events your agent can react to
Events your agent watches for, and the actions it kicks off in response.
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