One Prompt to
Run Your Entire Business
ProcessPlan combines conversational AI, autonomous agents, and desktop-level RPA into a single platform — so you can design, automate, execute, and analyze every business process from a single chat window.
AI Chat — Your Intelligent Command Center
Have a natural conversation with an AI that has full access to your business data, processes, and tools. Ask questions, give commands, and get work done — instantly.
Launch & Manage Processes
Start new process instances, set field values, and assign tasks — all from a single conversational prompt. No forms, no clicks, no friction.
Design & Build Processes
Describe a workflow in plain English and watch the AI construct a complete process template with decision trees, task steps, fields, and routing logic.
Search & Analyze Business Data
Query any process, task, field, or user across your entire organization using natural language. Filter, sort, paginate, and drill into details effortlessly.
Business Intelligence & Reporting
Run decision-tree analysis, field-value distributions, completion-rate statistics, and duration benchmarks — then get AI-generated insights and recommendations.
Complete Tasks & Submit Responses
Review pending tasks, evaluate the available options, and submit responses to advance processes — without ever leaving the chat interface.
Update Records in Real Time
Modify field values on any process instance through conversation. The AI validates, saves, recalculates computed fields, and refreshes your view automatically.
Schedule Future Work
Set up recurring processes — hourly, daily, weekly, monthly, or yearly — with complex recurrence patterns. The AI handles time zones and scheduling logic for you.
Build 3rd-Party Integrations
Write and deploy JavaScript functions that connect to external APIs — Stripe, Slack, Salesforce, and more — with secure secret management built in.
Execute Code On-Demand
Run arbitrary JavaScript in a secure sandbox for data transformations, API calls, calculations, or web scraping — and pipe results back into your processes.
Instant Documentation Lookup
The AI searches your organization's knowledge base and returns relevant articles, summaries, and direct links — so your team always has answers at their fingertips.
Modify Process Diagrams
Add steps, remove bottlenecks, rename tasks, create new outcomes, or rewire connections in your process flowcharts — all through natural language instructions.
Team & Workload Visibility
Look up any user, see their pending tasks, check workload distribution, and identify who's overloaded or available — then reassign work conversationally.
AI Agents — Autonomous Work Execution
AI Agents operate inside your live processes — making decisions, completing tasks, gathering information from humans, and driving workflows forward around the clock without human intervention.
Autonomous Decision Making
Agents analyze process context, evaluate task requirements, and select the correct response path — navigating complex decision trees without human guidance.
Human-in-the-Loop Collaboration
When an agent needs information only a human can provide, it dispatches a targeted question, pauses the process, and resumes automatically once the answer arrives.
Execute Pre-Defined Workflows
Assign an AI Agent to any task in your process template. It will execute each step — approvals, data entry, routing, escalations — following your business rules precisely.
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.
Multi-Step Orchestration
Agents chain together multiple tools in sequence — search data, run calculations, update records, notify users, and submit task responses — all within a single autonomous session.
Progressive Tool Discovery
Agents start with core tools and dynamically request additional capabilities as needed — keeping operations efficient while retaining access to the full platform when complexity demands it.
AI Employees — Desktop & Browser RPA
When work lives outside ProcessPlan — in legacy software, websites, or desktop applications — our AI Employees take control of the keyboard and mouse to get it done, just like a human would.
Navigate Websites Autonomously
AI Employees open browsers, log into portals, fill out forms, click buttons, and navigate multi-step web workflows — ordering products, 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.
Desktop Application Automation
Automate work in any Windows application — spreadsheets, accounting software, legacy systems, email clients — without APIs or custom integrations. If a human can do it, the robot can too.
Process-Linked Dispatching
Dispatch an AI Employee directly from a running process. The agent pauses, waits for the robot to finish its desktop work, then resumes with the results — creating a seamless hybrid workflow.
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.
Secure Credential Management
Environment variables store sensitive credentials server-side. AI Employees access what they need to log in and perform work — without secrets ever being exposed in prompts or logs.
Process Screen Recording — Learn & Replicate
Record your screen while performing any business task. The AI watches, learns the exact sequence of actions, and transforms the recording into a replicable automated process.
Record Any Business Task
Perform a task once while recording — data entry, form submissions, file management, multi-app workflows — and ProcessPlan captures every click, keystroke, and navigation step.
AI-Powered Process Extraction
The AI analyzes your recording, identifies discrete steps and decision points, and automatically generates a structured process template — complete with tasks, responses, and routing logic.
Instant Automation
Once extracted, the process can be handed to an AI Agent or AI Employee for autonomous execution — turning a manual task recorded once into a fully automated repeatable workflow.
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.
Platform Intelligence — Woven Throughout
These cross-cutting capabilities power every layer of the platform — making AI Chat, Agents, and RPA smarter and more connected.
Decision-Tree Analysis
Analyze how every instance navigated your process — which paths were taken, how long each step took, where bottlenecks form — with statistical breakdowns and AI-generated improvement suggestions.
Financial & Operational Reports
Ask for revenue breakdowns, cost analyses, SLA compliance rates, or custom KPIs. The AI queries your data, performs calculations, generates charts via code execution, and delivers actionable summaries.
Internet-Connected Intelligence
AI Employees can search the web, scrape information from websites, check competitor pricing, verify addresses, and pull real-time data — then feed results back into your processes.
Computed Fields & Formulas
Fields automatically recalculate when values change — totals, dates, conditional logic, lookups — keeping your data consistent and your processes intelligent.
Enterprise-Grade Security
Prompt injection protection, sandboxed code execution, server-side secret resolution, and role-based access control ensure your data and operations stay secure at every layer.
Unlimited Integration Potential
Connect to any API or service through JavaScript functions, webhooks, Microsoft Graph, Zapier, and external data sources — with built-in environment variable management for secure authentication.
Your Entire Business.
One AI Prompt.
Stop switching between apps, chasing approvals, and doing repetitive work manually. ProcessPlan gives you an AI workforce that designs, executes, monitors, and optimizes every process in your organization.
Start Automating Today →