One Prompt to
Run Your Entire Business
ProcessPlan combines process management, conversational AI, autonomous AI agents, and autonomous AI desktop automation into a single platform that you can control from a single A.I. prompt. You can now dispatch AI Agents across your organization to do real work, monitor the results, and control every aspect of your business from a simple chat prompt.
AI Chat — Your Intelligent Command Center
Just tell the AI what you want done. It knows your business data, your business processes, and all your software — so you can ask questions, give instructions, and get work done in seconds.
Dispatch AI Agents
Dispatch AI Agents across your organization to do real work on a real workstion. Get any job done instantly 24/7.
Launch & Manage Processes
Start processes, route information, and assign work to your team — all from a single chat prompt. No forms, no clicking around, no friction.
Design & Build Workflows
Describe what your business does in plain English and watch the AI build a complete workflow — with steps, assignments, approvals, and smart routing — in seconds.
Instant Insights & Reports
Ask the AI how your business is performing and get clear answers — completion rates, bottleneck analysis, timing trends, and smart recommendations to improve.
Approve & Complete Work
Review what's waiting for you, make decisions, and move work forward — all without leaving the chat. Approvals, sign-offs, and task completions happen in seconds.
Connect Your Software
Link ProcessPlan to the apps you already use — Stripe, Slack, Salesforce, and hundreds more — so data flows seamlessly between your tools without manual effort.
AI Agents — Your Always-On Workforce
AI Agents work alongside your team 24/7 — making decisions, completing tasks, asking the right people the right questions, and keeping work moving forward while you focus on what matters.
Smart Decision Making
Agents understand the situation, research options, weigh the choices, and choose the right next step — handling routine decisions on their own so your team can focus on the exceptions.
Seamless Human Collaboration
When an agent needs input from a real person, it asks the right question, waits for the answer, and picks up exactly where it left off — no handoff headaches.
Follow Your Playbook
Assign an AI Agent to any task in your workflow. It follows your business rules step by step — handling approvals, data entry, routing, and escalations exactly the way you want while working within your existing software.
Ad Hoc Work Requests
Give an agent a one-off instruction and it will figure out which tools to use, which data to look up, and which actions to take — then report back with results.
Handle Complex Work End-to-End
Agents tackle multi-step tasks on their own — looking up data, running calculations, updating records, notifying your team, and completing work in your existing software — all in one seamless flow.
Adapts to Any Challenge
Agents can scale up their capabilities as the work demands — staying efficient on routine work while bringing the full power of the platform to bear when things get complex.
AI Employees — Work Across Any App or Website
Some work lives in other software — websites, desktop apps, or older systems. AI Employees take the keyboard and mouse and get it done for you, just like a real team member would.
Browse the Web Like a Person
AI Employees open websites, log in, fill out forms, click buttons, and navigate page after page — placing orders, submitting applications, downloading reports, and more.
Procurement & Online Ordering
Send an AI Employee to a supplier's website to place an order with exact specifications — product, quantity, shipping — and it handles the entire checkout process end-to-end.
Works in Any Desktop App
Automate work in any application on a computer — spreadsheets, accounting software, email, older systems you can't replace yet. If a person can do it, an AI Employee can too.
Dispatched by Your Workflows
AI Employees can be dispatched automatically as part of a running workflow. The process pauses, the AI Employee completes the outside work, and everything picks right back up with the results.
Ad Hoc Instructions
No pre-programming required. Describe what you need in plain English — "Go to our CRM and export last month's sales report" — and the AI Employee figures out the rest.
Screen Recording — Show It Once, Automate It Forever
Just record your screen while you do work. The AI watches what you do, learns the steps, and turns it into an automated workflow you can run again and again.
AI Turns Recordings into Workflows
The AI watches your recording, identifies each step and decision you made, and automatically builds a complete workflow — ready to run, assign, or hand off to an AI Agent.
From Manual to Automated in Minutes
Once the AI builds your workflow, hand it to an AI Agent or AI Employee to run on autopilot. A task you did once by hand becomes a fully automated process you never have to touch again.
Living Documentation
Every recording becomes visual documentation of how your team actually works — not how they say they work. Capture institutional knowledge before it walks out the door.
Built-In Intelligence — Everywhere You Need It
These capabilities work across the entire platform — making your AI Chat, Agents, and AI Employees smarter, faster, and more connected.
See How Work Really Flows
Understand exactly how work moves through your organization — which paths people take, where things slow down, and how to improve — with clear visuals and AI-powered recommendations.
Financial & Operational Reports
Ask for revenue breakdowns, cost analyses, performance metrics, or any custom report. The AI pulls your data, crunches the numbers, generates charts, and delivers clear, actionable summaries.
Real-Time Web Research
AI Employees can search the web, gather information from websites, check competitor pricing, verify details, and pull live data — then bring it right back into your workflows.
Smart Auto-Calculations
Totals, dates, and dependent values update automatically whenever something changes — keeping your data accurate and your workflows running on the latest numbers.
Enterprise-Grade Security
Your data is protected at every level — with isolated execution environments, secure credential storage, and granular access controls that keep sensitive information locked down.
Connects to Everything
Integrate with any software application or service — with built-in tools for secure authentication and seamless data sharing.
Your Entire Business.
One AI Prompt.
Stop switching between apps, chasing people, and doing work by hand. ProcessPlan gives you an AI-powered team that builds, runs, monitors, and improves every workflow in your organization from a single prompt.
Start Automating Today →Record Your Screen and Let AI Do The Rest
People can record themselves doing work using our screen capture tool. (See 200+ examples.) Our AI will learn the job and map out a detailed process flow diagram to manage the job — in minutes.
Have complex jobs with many decision paths and exceptions? No problem. Our AI captures all the nuances. Different screen recordings from different people showing different variations are seamlessly woven into a single comprehensive process diagram.
This process diagram then becomes the blueprint for what happens next...
Human-imitating "AI Employees" also watch the screen recording and learn to follow the process blueprint, make independent decisions, and autonomously perform all the work exactly the way you want it done — no matter how complex.
All of this in as little as 15 minutes. And it's free to try.
💡 Pro Tip: Even if you don't plan to automate the work right away, this AI solution allows you to quickly and easily document any process in minutes. Well-documented processes provide lasting value. They accelerate onboarding for new employees, preserve institutional knowledge through staff turnover, reveal inefficiencies, ensure consistent execution across your team, and increase the overall value of your company.
What Happens After You Record A Job?
Once you finish, the magic begins automatically
Automatic Upload
Your job demonstration is securely uploaded to ProcessPlan for processing.
AI Process Mapping
AI watches the recorded job demonstration, learns the job and maps out the steps using a detailed process diagram within
15 minutes.
AI Employee Training
AI Employees also watch the job demonstration and learn how to follow the process diagram and perform all the work - perfectly.
Process Management
Manage human employees and A.I. Employees from the same platform.
ProcessPlan manages every business process and automatically assigns tasks to humans and/or A.I. Employees to ensure the work is performed perfectly every time. Your company will run flawlessly every day. There will be no more mistakes, missteps or miscommunications.
You will have a real-time view of every process currently moving through your organization and you will know exactly what’s happening at all times.
Lastly, our Pegaci A.I. will continually analyze your processes and suggest ways to improve them and improve your business.
A.I. Employees
These human-imitating “digital employees” can do any office job in your company—no matter how complex. They work without supervision on their own dedicated computers and they perform tasks exactly as a human would. And, we will train, monitor and manage the A.I. Employees for you. There is no effort required by your team.
Unlike traditional automation, our A.I. Employees do not require software integrations. They interact with applications through the user interface—just like people do—which means they can handle virtually any work a human can do on a computer.
You will save money and solve all your employee challenges. Your company will also get work done faster, more accurately and with fewer people.
You can even have conversations
with your A.I. Employees.
What if every office job could be handled by intelligent A.I. Employees that work just like humans - only faster, more accurately, and without breaks?
Introducing human imitating A.I. Employees.
Autonomous digital workers that are trained to use your software, follow your established processes, collaborate with your team and work within your business just like human employees.
They don't need complex software integrations because they use your software the same way your team does today. They type, click, drag, think and communicate - just like human employees.
Only now, your business can run 24/7 with digital workers that never sleep and never slow down.
Want a competitive advantage?
The A.I. Employees also monitor your business and suggest strategies to improve financial performance, close more sales, improve operational efficiency, reduce risk, retain more customers, make better strategic decisions and more. All based on real-time business data. Not hypotheticals.
A.I. Employees Can Do Most Office Jobs In Your Company.
Use our screen recording tool to record yourself doing any job. Within 15 minutes, our AI will build your process flow diagram and begin training AI Employees to perform the work—no matter how complex.
Welcome to the World’s Most Innovative
Business Process Manager.
Process Discovery
Not sure what your processes are? Our system will help you discover the process steps, the people involved, and the data collected along the way. All the information is discovered and delivered to you in an organized way.
Process Documentation
Process documentation used to be tedious and time consuming. Not anymore. Once the process steps and people are discovered, the system will assemble your process diagrams and produce printable process documentation with one click.
Process Automation
ProcessPlan can automated almost anything that a human can do on a computer including: customer emails, automated decisions, updating accounting systems, updating inventory systems, creating invoices, collecting information and documents from 3rd parties, follow-up emails, you name it! Your company will save 100’s of hours every month just from the automation alone.
Process Execution
The system will automatically assign tasks, coordinate people, escalate issues, send emails, make decisions, collect information, update other software and much more. No effort required.
In addition, you can use our process virtualization capability to forklift any process completely into ProcessPlan. We will execute the process for you fully and completely. Free your existing employee’s time for higher value tasks and put your company on autopilot.
Process Management
Do you lack the time to oversee everything that’s happening? Are you worried that something will fall through the cracks? ProcessPlan’s Machine Learning (A.I.) monitors your company so you don’t have to. The ML engine proactively alerts management when potential problems are found so you never have to worry.
Process Improvement
Our Machine Learning (A.I.) engine evaluates your processes and finds correlations, trends and patterns that humans normally miss. Then, it proactively offers recommendations that will help you achieve more positive results. The system will even automatically apply improvements when possible. It’s like having an army of business analysts, working 24 hours a day looking for ways you can improve.
If you can’t describe what you are doing as a process, then you don’t know what you are doing.
- W. Edwards Deming
Streamline Your
Business with Ease
Our extensive resource library offers process templates for hundreds of different departments and industries. From accounting and payroll, to new hire on-boarding, to opportunity tracking and referral followups, ProcessPlan can automate the tasks your company performs on a routine or recurring basis– saving you valuable time and money.
Available In 6 Languages
Work from any device.
Whether sitting at your desk or on the go, ProcessPlan works from anywhere. We have worked tirelessly to provide a cloud-based interface that works seamlessly on any OS and any device. You can even respond to tasks and assignments via email!
Free Training
All The Help You Need:
Free Training
Free Process Templates
Free Support
Documentation + Videos
A Professional Services Team
Plus… a Global Partner Network