Features

An AI Workforce Management Platform
for AI Employees and Humans Alike

From a single screen recording to thousands of AI Employees and humans working side by side — with full compliance, auditability, and a cost optimizer running in the background.

Process Capture FREE

Record Your Screen. That's It. And It's Free.

Perform your job as you normally would while our recorder captures every click, decision, and exception. Within 10 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. Automation is a separate step you can choose later.

  • Free forever — no limits, no credit card, no obligation
  • Capture any desktop or web-based workflow
  • Merge recordings from multiple team members
  • Handles decision branches and exceptions automatically
  • Secure, encrypted upload to ProcessPlan cloud
REC
Task Management

Assign Work to Humans or AI Employees — Monitor Both

ProcessPlan automatically distributes tasks to the right resource — whether that's an AI employee or a team member. Track progress across your entire operation from a single visual dashboard.

  • Automated task routing and assignment
  • Visual monitoring of all active processes
  • People complete tasks via email — no login needed
Task Dashboard
AI
Verify application data
Auto-assigned to AI
Done
JD
Manager approval
Sent via email
Waiting
AI
Generate contract
Pending approval
Queued
SM
Final sign-off
Assigned to Sarah
Queued
Human Tasks, Too

Not Everything Should Be Automated — and That's Fine

Some steps need a person — an approval, a judgment call, a conversation. ProcessPlan manages those tasks with the same rigor as the automated ones.

Smart Assignment

Route tasks to the right person by role, team, workload, or skill — and reassign automatically when someone's out.

Email & Chat Completion

People finish their tasks right from their inbox or chat — no login, no new app to learn, no friction.

Reminders & SLAs

Automatic nudges, deadline tracking, and escalation when a step sits too long — so nothing quietly falls through the cracks.

Approvals & Sign-Offs

Multi-level approvals, conditional routing, and a full audit trail — every decision captured, timestamped, and searchable.

AI Process Mapping FREE

A Complete Process Map in 10 Minutes

Our AI analyzes your recording and generates a detailed visual process flow — every task, decision point, and exception path mapped automatically. No manual flowcharting required, and included free with the recording tool.

  • Free with the recording tool — no automation purchase required
  • 10-minute turnaround from recording to process map
  • Identifies tasks, decisions, handoffs, and exceptions
  • Editable — refine the process after generation
  • Ready to train an AI employee in one click — whenever you're ready
AI Process Design

Describe It in Plain English. AI Builds It.

Don't have a recording? Just describe the process you want in natural language. Our AI automatically designs the flow diagram, assigns tasks, and prepares it for execution — no technical knowledge needed.

  • Natural language process creation
  • AI generates flow diagrams automatically
  • Minimal human intervention required
ProcessPlan AI
Create a process for new employee onboarding
I'll design that for you. Here's a 7-step onboarding flow with HR intake, IT setup, manager intro, and first-week checklist...
Add a background check step before IT setup
Done! Added background check between HR intake and IT provisioning. The flow now has 8 steps.
ProSeer AI Analyst

An AI Business Analyst That Never Sleeps

ProSeer monitors your entire operation continuously — identifying bottlenecks, spotting trends, predicting issues, and recommending data-driven strategies to improve performance.

  • Automatic bottleneck and trend detection
  • AI-suggested optimization strategies
  • Real-time insights across all processes
  • Powered by real business data, not guesswork
ProSeer — Real-Time Insights
12
Active Processes
3
Bottlenecks
97%
On-Time Rate
↑ 24%
This Month
Elastic Scaling

From One AI Employee to Thousands — Instantly

ProcessPlan orchestrates thousands of AI Employees and thousands of humans simultaneously. Need more capacity? AI Employees spin up instantly. Quiet period? They scale back. You only pay for active working minutes — no overtime, no idle costs, no staffing headaches.

  • Orchestrate thousands of AI Employees and humans simultaneously
  • Pay-per-minute pricing — no waste
  • Instant capacity for spikes and busy seasons
  • Zero overtime costs, zero sick days
Elastic Scaling This Week
$0
Overtime Cost
247
Tasks Done
$1.80
Avg $/Hour
Mon
2 AI
Tue
4 AI
Wed
9 AI
Thu
6 AI
Fri
1 AI
Cost Optimizer

An Autonomous Cost Optimizer Working While You Sleep

ProcessPlan's built-in cost optimizer continuously inspects every running process and AI Employee, looking for ways to reduce spend — smarter routing, fewer redundant steps, cheaper model choices, and tighter human handoffs. Savings show up automatically; you just see the number drop.

  • Continuously hunts for ways to reduce costs — automatically
  • Reroutes work to cheaper paths when results match
  • Trims redundant steps and idle agent time
  • Surfaces every saving with a clear before/after audit trail
Cost Optimizer Last 30 Days
−31%
Total Spend
187
Optimizations
$24.7k
Saved
0
Manual Edits
Compliance, Traceability & Audit

Every Action Captured. Every Decision Auditable.

ProcessPlan keeps a complete, immutable record of everything your workforce does — AI Employees and humans alike. Every step, decision, document, message, and approval is timestamped, attributed, and searchable. Auditors get answers in minutes, not weeks.

  • Full traceability across every AI Employee and human worker
  • Immutable audit log — every action timestamped and attributed
  • Replay any process end-to-end, from trigger to outcome
  • Compliance reports generated on demand for any regulator
Audit Trail — Live
AI
Approved invoice #4821
10:14:22 · AI Employee #07
Logged
SM
Signed contract
10:09:51 · Sarah Miller
Logged
AI
Routed claim to manager
10:02:33 · AI Employee #12
Logged
JD
Override approval
09:58:07 · James Diaz
Logged
More Capabilities

Built-In Tools for Every Need

Document Signatures

Auto-generate contracts, collect e-signatures, create PDFs, and distribute them — all within your process flow.

Knowledge Management

A built-in knowledge base stores policies, configurations, and procedures — and can trigger processes automatically.

Automated Actions

Update software, send emails, make decisions, run calculations, and analyze documents — all triggered automatically.

File Analysis & OCR

Convert PDFs, Word docs, Excel files, and images into searchable text. AI reads and interprets attachments automatically.

No Code, No Symbols

Just two building blocks — tasks and responses. Anyone on your team can create, edit, and manage processes.

Machine Learning

The system analyzes daily results and continuously optimizes for better sales, quality, and customer satisfaction.

Map Your First Process — Free

Sign up for free and download the AI recording tool. Document any process in 10 minutes — no credit card, no limits, no obligation. Automation is optional.