From one screen recording to thousands of people and AI Employees working side by side, with every action recorded. And an AI Strategist that takes ownership of the processes: keeping them moving, improving them as it goes, and proving the gains.
Perform your job as you normally would while our recorder captures every click, decision, and exception. Within minutes, AI turns the recording into a complete visual process diagram, no matter how complex the job.
The AI recording tool is free with no limits and no obligations. Use it purely for documentation, training, or onboarding. Map your entire company in days. Then hand processes to AI whenever you're ready.
ProcessPlan hands each piece of work to the right worker, whether that's an AI Employee or a team member. You watch it all move on one simple dashboard.
Some steps need a person: an approval, a judgment call, a conversation. ProcessPlan manages that work with the same rigor as the automated ones.
Route work to the right person by role, team, workload, or skill, and reassign automatically when someone's out.
People finish their work right from their inbox or chat: no login, no new app to learn, no friction.
Automatic nudges, deadline tracking, and escalation when a step sits too long, so nothing quietly falls through the cracks.
Multi-level approvals, conditional routing, and a full audit trail: every decision captured, timestamped, and searchable.
AI turns your recording into a clear visual map: every task, decision, and exception, drawn for you. No flowcharting, and included free with the recording tool.
Don't have a recording? Just tell the AI what you want, the way you'd explain it to a new hire. It designs the whole process, assigns the work, and gets it ready to run. No technical knowledge needed.
Your AI Strategist watches how the work is going, finds better ways to work, and makes them standard practice by improving the process, with your approval. It can act where other AIs can only advise, because your work actually runs inside ProcessPlan. It will even interview you to learn what you want, then go to work delivering it. Every improvement is measured, so you know it actually worked, and everything is recorded, so you can see who did what and when.
Busy season? More AI Employees step in instantly. Quiet week? They step back. You only pay for minutes actually worked: no overtime, no idle costs, no staffing headaches.
Your AI Strategist checks every process and every AI Employee for ways to spend less: smarter routing, fewer repeated steps, cheaper ways to get the same result. It makes the savings happen; you just see the number drop.
ProcessPlan keeps a complete, permanent record of everything your team does, AI Employees and people alike. Every step, decision, document, message, and approval is timestamped and searchable. Auditors get answers in minutes, not weeks.
Auto-generate contracts, collect e-signatures, create PDFs, and distribute them, all within your process flow.
A built-in knowledge base stores policies, configurations, and procedures, and can trigger processes automatically.
Update software, send emails, make decisions, run calculations, and analyze documents, all triggered automatically.
PDFs, Word docs, spreadsheets, even photos and scans: AI reads them, understands them, and acts on them automatically.
Just two building blocks: tasks and responses. Every process AI builds stays simple enough for anyone on your team to read, approve, and adjust.
Your AI Strategist learns from each day's results and keeps improving sales, quality, and customer satisfaction, automatically.