Process Street Reviews & Product Details

Process Street is a Compliance Operations Platform that helps teams run their most critical processes the right way, every time. Powered by AI agents, it ensures that policies are enforced, tasks are completed in the correct order, and everything is fully documented for audit readiness. Process Street is built for operational and compliance teams who need more control than task management tools offer, but without the complexity of legacy BPM or GRC systems. It enables anyone on the team to create, update, and run structured workflows without writing code. Instead of just documenting procedures, Process Street turns them into live, trackable processes that drive real execution. At the center of Process Street is Cora, an embedded AI compliance agent that monitors workflows in real time. Cora identifies skipped steps, flags potential risks, and ensures that each process stays aligned with internal policies and external regulations. Organizations use Cora to maintain compliance with frameworks such as ISO 9001, SOC 2, HIPAA, and others, without relying on manual oversight or last-minute audit preparation. The platform consists of three tightly integrated layers. First, document management allows teams to centralize policies, SOPs, and handbooks with full version control, approval workflows, and role-based permissions. Second, the process management engine turns those documents into workflows that assign tasks, route approvals, and collect data. Finally, Cora works across both layers to monitor execution, detect non-compliance, and generate audit-ready records in real time. Key capabilities include: • AI-powered compliance monitoring to enforce standards and surface process risks • No code workflow automation with tasks, forms, logic rules, and approvals • Controlled document management with audit trails, permissions, and version history • Automatic audit readiness with complete tracking of task activity and execution history • Integration with over 8000 tools, including Salesforce, Slack, Workday, and Google Workspace Process Street is used across industries like healthcare, financial services, real estate, and manufacturing. It is especially valuable to teams in operations, compliance, quality, and HR who need to ensure consistency, reduce risk, and prove that every step was followed. By combining structure, automation, and intelligence, Process Street helps teams replace manual processes with scalable systems that deliver control, visibility, and confidence across the business.

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Process Street

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English

Product Description

Process Street is a Compliance Operations Platform that helps teams turn policies into automated, audit-ready workflows. It combines three essential layers: a document management system for controlling SOPs and policies, a no code workflow engine for structured task execution, and an embedded AI agent that monitors activity in real time, flags risks, and enforces compliance. Built for operations and compliance leaders, the platform replaces manual oversight with visibility, control, and proof. Teams at Salesforce, Colliers, and Drift use Process Street to run critical processes with confidence.

Overview by

Michael DeSouza

Value at a Glance

Averages based on real user reviews.

Time to Implement

2 months

View More Pricing Information

Process Street Media

Process Street Demo - Simple Process and Workflow Management Platform powered by AI.

Simplify and Streamline with Process Street, Empowering Your Team with AI and Chat GPT for Effortless Recurring workflows and Procedures

Process Street Demo - Transforming Workflows with AI and Chat GPT

Seamlessly Create Dynamic Workflows for Optimal Efficiency and Innovation

Process Street Demo - Customize AI-Powered Workflows

Assign Tasks, Stay Updated, and Meet Deadlines with Real-time Notifications and Automated Due Dates

Process Street Demo - Create and store tables of data to use in your Workflow runs

Data Sets: Accelerate Workflow Building, Enhance Accuracy, and Maintain Consistency with Customizable Tables of Data

Process Street Demo - Enhance Project Visibility and Productivity

Track Progress, Organize with Saved Views, and Identify Issues with Ease. Export Data for Further Analysis with a Click

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Charles S.

Advisor

Small-Business (50 or fewer emp.)

11/11/2025

"Streamlined Workflows and Seamless Communication Boost Productivity"

5/5

What do you like best about Process Street?

This system streamlines workflow requests and simplifies information updates across departments. It has significantly reduced the need for follow-ups, ensuring tasks are completed efficiently. The customizable workflows and integrated email features make communication seamless and enhance overall productivity. Review collected by and hosted on G2.com.

What do you dislike about Process Street?

Nothing. The only thing that might be hard to adopt is figuring out how to create the templates and add in all these features, but alike any other application, this is standard. Review collected by and hosted on G2.com.

What problems is Process Street solving and how is that benefiting you?

One thing I've noticed is the reduced need for excessive follow-up. Since we started using Process.St in our firm, tasks and service requests are being completed much more efficiently. Rather than a team member having to ask six different questions to finish a request, you can now include all the necessary information directly in the workflow. This way, you can be confident the task will be completed—of course, depending on the team member ;). Review collected by and hosted on G2.com.

Ryan R.

Business Owner

Small-Business (50 or fewer emp.)

10/8/2025

"Good software, but unnecessarily inflexible pricing for small teams"

3.5/5

What do you like best about Process Street?

I really enjoy making workflows to delegate tasks in the daily operations of my business. They do a good job with advanced logic, ownership of tasks, due dates, color coding, and integrations. It's a powerful tool. Great for creating workflows. Review collected by and hosted on G2.com.

What do you dislike about Process Street?

It's a shame that they are very inflexible on prices. Additionally, the cost structure is highly misleading. They claim it's $20 per user per month. I would gladly pay $20 per user for my small business of 2 people. However, it's not actually $20 per user. Rather they force you to pay for 5 users, so it's $100 per month. For most businesses, this likely won't be an issue. For me and my two-man operation, it was frustrating and disappointing that they were not willing to be flexible, or even attempt to be flexible. Review collected by and hosted on G2.com.

Kate M.

Marketing Strategist

Small-Business (50 or fewer emp.)

9/29/2025

"The best project and process management tool for recurring tasks"

5/5

What do you like best about Process Street?

Process Street combines power with simplicity. I like that I can assign roles, set approvals, and use conditional logic without it feeling overwhelming. The workflows are flexible and automation-ready, but the interface still feels as easy as checking off a task list. It also gives me the access controls and audit-ready features I need for compliance-heavy work, without sacrificing usability. Review collected by and hosted on G2.com.

What do you dislike about Process Street?

There is an initial learning curve, and it takes some time to unlock its full potential. That said, the support team is excellent; they’re responsive, hands-on, and make sure you’re set up correctly and confident using the platform. Review collected by and hosted on G2.com.

What problems is Process Street solving and how is that benefiting you?

My team uses Process Street to organize all of our recurring processes. Instead of managing spreadsheets across multiple apps like Google Docs and Sheets, we run everything through workflows that keep tasks consistent and visible. It’s easy to take one workflow and adapt it into a template for other processes, which saves us time and ensures nothing gets missed. Very happy with Process Street! Review collected by and hosted on G2.com.

Mohd Z.

Administrative Assistant

Small-Business (50 or fewer emp.)

5/7/2025

"Professional tool to create a detailed SOP."

5/5

What do you like best about Process Street?

What I appreciate most about Process Street is the ability to create detailed step-by-step guides with screenshots for employees. These guides can be updated as needed, ensuring they remain current. Additionally, the conditional logic feature allows for the creation of adaptive workflows, helping to streamline and optimize tasks.

I have been using it for almost a year now. Review collected by and hosted on G2.com.

What do you dislike about Process Street?

The platform can be a bit slow at times, but the developers have the opportunity to optimize load times for improved performance. Review collected by and hosted on G2.com.

What problems is Process Street solving and how is that benefiting you?

"We are a real estate company that uses Process Street to provide detailed standard operating procedures (SOPs) for both current and future employees. With everything clearly documented and instructions presented in a simple, accessible format, we’ve been able to significantly reduce training costs for new hires. Review collected by and hosted on G2.com.

Kate E.

Director of Education and Operations / Executive Director

Small-Business (50 or fewer emp.)

9/11/2025

"Keeps our workflows organized and repeatable"

5/5

What do you like best about Process Street?

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.

What do you dislike about Process Street?

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.

What problems is Process Street solving and how is that benefiting you?

Before Process Street, key processes lived in scattered notes or people’s heads. That created risk if someone had to take unexpected time off, and it made succession planning stressful — too much institutional knowledge was tied to specific individuals.

With Process Street, everything lives in one place. Someone can step in if there’s an absence, we can onboard a new team member, or plan for role changes without scrambling. Many of our workflows pause for months at a time, so being able to archive and later unarchive a process — with the full history and comments intact — lets us pick up right where we left off. Now we can standardize processes, assign ownership, and track progress at a glance. It’s reduced errors, lowered stress, and given us confidence in both day-to-day coverage and long-term sustainability, while freeing us to focus on the real work instead of micromanaging tasks. Review collected by and hosted on G2.com.

Dylan E.

Security Officer

Mid-Market (51-1000 emp.)

8/20/2025

"A Great Team Checklist Tool"

3.5/5

What do you like best about Process Street?

We've been using it for a while now, mainly for keeping track of routine stuff between different teams, and it's worked out pretty well. It's a solid tool, but it's not without a few quirks.

Process Street is a fantastic solution for executing those relatively simple checklists. We use it, for instance, for our new hires, and it's quite helpful. HR handles the contract, I set up their accounts, and the team lead takes care of the onboarding and hardware. The collaboration features are solid. It’s easy to see who has added what, assign a specific task to someone, and the comment system, which sends an automatic email, is great for keeping me in the loop without having to constantly log in.

Creating a new checklist is a breeze, especially if you stick to the basics. The drag-and-drop editor is intuitive, and it's easy to get a workflow up and running quickly. I was also pleased to find that Process Street has an AI tool now to help with checklist creation, which is a neat feature, even though I haven't needed it yet. It shows they're focused on making the platform even more user-friendly. I also appreciate that there are a ton of advanced features we aren't using right now, but it's good to know they're there if our needs grow in the future. Review collected by and hosted on G2.com.

What do you dislike about Process Street?

My main issue with Process Street comes down to two things: a steep learning curve for complex logic and the pricing. While creating basic checklists is easy, trying to build any kind of complex conditional logic is a whole different story. It’s a lot of trial-and-error to get it right, and it can be a bit frustrating.

The other big sticking point is the cost. It can feel pretty expensive, especially since we're not even scratching the surface of the advanced features we're paying for. You pay per user, and while they do offer free guest users, they're pretty limited in what they can do. If you have a large team where a lot of people only need to check off a task every once in a while, the price tag just doesn’t make sense. It’s a real barrier for us and probably for a lot of other companies with many infrequent users. Maybe something with a more flexible pricing model, like based on tasks, could be a better fit.

My experience with customer support is also abit mixed. Some cases were handled great, with support engineers walking me through all the steps to get it working, while other cases where dismissed with a generic "see the support documentation here" and a link to an article that didn't really address my issue. Review collected by and hosted on G2.com.

What problems is Process Street solving and how is that benefiting you?

Process Street is a must-have for our inter-team processes. It completely streamlines for something like our new-hire onboarding, making sure no step is missed and everyone knows exactly what they need to do. It’s a huge improvement over the mess of emails and spreadsheets we used to have.

Beyond that, it's become a critical tool for compliance. It provides a clear, documented, and auditable trail for every task completed in a workflow. Nowadays, I mostly log in when I get an email notification that I have a task or when I need to check something for our compliance records. It's not something I'm in every day, but when I need it, it's there. Review collected by and hosted on G2.com.

Sam O.

Regional Property Management Director

Mid-Market (51-1000 emp.)

11/3/2022

"A user friendly and powerful ally for any business"

4.5/5

What do you like best about Process Street?

I love how Process Street makes it so straightforward to dot the Is and cross the Ts, especially when it comes to highly detailed work like onboarding new staff and other similar processes. You can modify their pre-made templates to suit your needs or build your own from scratch Review collected by and hosted on G2.com.

What do you dislike about Process Street?

I find it frustrating that the analytics you can access for each workflow template cannot be customised so you can fixate on the results of a completed workflow (e.g. employee satisfaction results). In addition to this, it is easy to accidentally pick up and move a workflow item out of the intended position that you have to keep moving back. With all this said, these are two minor areas that, knowing Process Street, are likely to address over the coming months/years Review collected by and hosted on G2.com.

Zohra M.

Chaos-to-Order Transformation Expert

Small-Business (50 or fewer emp.)

5/6/2025

"Process Street: Excellent for Internal Processes, Room to Grow on Customer-Facing Forms"

4.5/5

What do you like best about Process Street?

Process Street excels at creating detailed workflow management with multiple layers of tasks. Since implementing it in July 2024, we've built customer-facing intake forms that trigger internal workflows, which then branch into user-level task assignments. This hierarchical structure ensures nothing falls through the cracks. The platform is particularly valuable for documenting repeatable internal processes that don't occur frequently, eliminating the "how did we do this last time?" problem. Our standout success has been creating an AI-powered testimonial wizard that collects client feedback through simple questions and automatically generates polished testimonials. The platform is intuitive and user-friendly, making implementation relatively painless both for our business at ByteWize and for my personal use with tasks like tax preparation. Review collected by and hosted on G2.com.

What do you dislike about Process Street?

The customer-facing forms lack the robust functionality available in the workflows. Despite expecting feature parity, forms are significantly more basic, which limits our options when designing client interactions. The most frustrating aspect is the disparity between workflow functionality and form functionality - they don't mirror each other. For example, AI tasks are available in workflows but not in forms, forcing us to choose between better user experience and more powerful features. While Process Street continues to release updates, addressing these limitations would significantly improve the platform. Review collected by and hosted on G2.com.

What problems is Process Street solving and how is that benefiting you?

Process Street solves our biggest operational headaches by standardizing our customer intake with forms that automatically kick off internal workflows, so nothing falls through the cracks. It's a lifesaver for those "how did we do this last time?" processes that happen infrequently. The biggest win has been our testimonial system – we turned an awkward ask into a simple questionnaire that uses AI to generate professional testimonials in minutes. I even use it personally for tax prep reminders. Bottom line: we're way more efficient now, with better handoffs between team members and consistent quality no matter who's handling the work.RetryClaude can make mistakes. Please double-check responses. Review collected by and hosted on G2.com.

Kai d.

The Creative Guy

Small-Business (50 or fewer emp.)

5/6/2025

"The backbone of our process optimization work"

5/5

What do you like best about Process Street?

Process Street is essential to how we deliver repeatable value. It lets us standardize, scale, and track complex workflows. We use it daily for everything from healthcare compliance to HR automation. The interface is clean, the logic tools are flexible, the automations and connectors make implementation fast, and it integrates well with tools like Zapier and Power Automate. Their customer support is excellent; the team is always responsive, helpful, and clear. Review collected by and hosted on G2.com.

What do you dislike about Process Street?

The workflow builder can feel too flat and text-heavy, especially in larger builds. A visual map or timeline would make complex journeys easier to manage. Also, while native automation has improved, it still lags behind when it comes to triggering workflows natively. We often need third-party tools to meet advanced requirements. Review collected by and hosted on G2.com.

What problems is Process Street solving and how is that benefiting you?

Process Street helps us eliminate the chaos of undocumented, inconsistent, and hard-to-scale processes, especially in complex environments like healthcare and financial services. Internally, we use it as our central platform for SOPs, compliance workflows, onboarding checklists, and cross-functional task tracking. It gives our consultants a repeatable and auditable structure that’s easy to deploy with clients. That leads to faster project delivery, higher user adoption, and better visibility into how work gets done. It also reduces training time for both our team and our clients. Review collected by and hosted on G2.com.

Marcy M.

Manager of Project Operations

Mid-Market (51-1000 emp.)

5/6/2025

"Powerful tool for applicable processes"

4/5

What do you like best about Process Street?

It creates a really user-friendly experience for end-users and provides options for various types of processes to be implemented in the tool (i.e. surveys, data & asset collection, onboarding, etc). The ability to view status and data on flow performance is really nice. And ability to connect to power apps and other tools is very nice. Finally, the customer service from their support team is also really great. Review collected by and hosted on G2.com.

What do you dislike about Process Street?

It is very rigid and not too forgiving. While there is conditional logic to turn on and off different fields and steps for various options, it doesn't allow for changes mid-stream, or much fluctuation from norms of a flow. Layout options are not fluid, character limits are narrow on pages. Notifications can not be set on an interval so each much go manually. Lots of rigidity in the system and some limitations with field options. Also while there are some api and automation options its not as robust as would be helpful. For instance you can connect ot slack but you can only choose to send one item to a slack channel (flow name, link or field, not more than one or with any context) Review collected by and hosted on G2.com.