We rely on Process Street to standardize and document our recurring workflows. At TypeWell, we have a small team managing a wide range of projects — from technical support to training operations to software development — and Process Street helps us capture the right steps, assign responsibilities, and ensure consistency and accountability.
It was easy to implement our first few workflows for the most common tasks, and then we started using it daily and now I have other people on the team who are developing their own workflows or optimizing/updating them as processes evolve.
The platform is easy to learn and adapt as our processes evolve. Features like conditional logic and form fields keep things flexible while still providing structure. We also appreciate that team members can quickly get up to speed if workflows are reassigned, or if someone takes time off and needs coverage. They can simply follow established workflows rather than relying on institutional memory.
Their customer support is excellent! Their team is fast, thorough, accurate, and exceptionally sharp. Review collected by and hosted on G2.com.
The native automation features work well for straightforward processes, but anything involving multiple systems or custom triggers often requires integrating additional external tools (like Zapier or Make), which adds complexity and cost.
On busy workflows with lots of steps or assignees, the notification stream can feel overwhelming. It takes some tweaking to get the right signal-to-noise ratio. Review collected by and hosted on G2.com.
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