Show How You Work.
Then, Let AI Do the Work for You.
Don't endlessly fiddle with AI. Just do your job. ProcessPlan watches you work and automatically builds AI-powered automations that do the work for you — in hours, not months. And, with zero effort by your team.
See It In Action →You record yourself processing a new lease — pulling comps, drafting terms, sending for signatures, updating your CRM. ProcessPlan watches, learns every step, and handles it from that point forward. What took 3 hours now takes 3 minutes.
You record yourself dispatching a technician — checking availability, scheduling the visit, emailing the customer, updating the job board. ProcessPlan learns it once and dispatches every job after that automatically.
How It Works
From recording to fully automated — here's what happens.
Record Yourself Working
Hit record and do the task the way you normally would. Click through apps, fill in forms, make decisions — just work naturally.
AI Learns What You Did
Our AI watches the recording, identifies every step and decision you made, and builds a complete process map — automatically.
We Fine-Tune It for You
Our team reviews the automation, handles edge cases, and makes sure everything runs perfectly in your real environment.
It Runs on Autopilot
Your automation goes live. AI handles the routine work, loops in your team when human judgment is needed, and keeps everything on track.
AI That Actually Does the Work
Not a chatbot. Not a suggestion engine. ProcessPlan's AI takes the keyboard and gets things done — across any app, any website, any system.
Tell It What to Do in Plain English
Type what you need — "order 500 units from our supplier and notify the warehouse" — and watch it happen. No menus, no clicks, no learning curve.
Works Inside Any Software
ProcessPlan operates your existing apps just like a person would — clicking, typing, navigating. Even legacy systems without APIs. If you can use it, our AI can too.
Knows When to Ask a Human
Your AI follows the process and handles what it can. When something needs human judgment — an approval, a tricky decision — it asks the right person and picks up where it left off.
Connects All Your Tools
Stripe, Slack, Salesforce, QuickBooks, your email — ProcessPlan ties everything together so data flows between your tools without manual effort.
Shows You What's Happening
Ask how your business is performing and get clear answers — where things are bottlenecked, what's on track, and what needs attention. Real data, not guesswork.
Runs 24/7 Without Supervision
Once your process is set up, it just runs. Overnight, on weekends, during holidays. Your AI workforce doesn't take breaks, forget steps, or need reminders.
Your Process Becomes the System
Most software forces you to work its way. ProcessPlan captures how your business actually runs — then builds the system around you.
Record Once, Automate Forever
Every recording becomes a living automation — and a visual record of exactly how your business operates. Capture institutional knowledge before it walks out the door.
Deterministic, Not Guesswork
Every decision follows the rules you set. Every process runs the same way every time. You get the speed of AI with the reliability of a system that never improvises when it shouldn't.
Your Data, Your Rules
Built-in data tables keep your information organized right inside the platform. Your processes, your data, and your automations — all in one place, all under your control.
Built for Businesses That Run on Process
If your team follows procedures, handles paperwork, coordinates between people, or does the same tasks over and over — ProcessPlan was built for you.
Real Estate
Leasing, transaction coordination, maintenance dispatch, compliance — automate the workflows that keep your brokerage or property management company running.
Financial Services
Collections workflows, payment processing, compliance documentation, account management — processes that demand accuracy and a clear audit trail.
Home Services
Job scheduling, technician dispatch, customer follow-ups, invoicing — turn the daily coordination chaos into a smooth, automated operation.
Insurance & Legal
Claims intake, policy renewals, document review, client onboarding — automate the paper-heavy processes that eat up your team's day while keeping a complete audit trail.
Healthcare Practices
Patient intake, appointment coordination, referral tracking, billing follow-ups — keep your front office running smoothly without adding headcount.
Any Process-Driven Business
If you have repeatable workflows — onboarding, fulfillment, approvals, reporting — ProcessPlan can capture and automate them, regardless of your industry.
Stop Doing Work Your
AI Should Be Doing.
Record your process. We'll turn it into an automation. You'll wonder why you waited.
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 ProSeer 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