Hundreds of steps, a dozen systems, weeks from start to finish, judgment calls at every turn. Every feature below exists to run a job like that end to end.
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 has no quota: record as many jobs as you like. Use it purely for documentation, training, or onboarding. Map your entire company in days. Then hand processes to AI Employees whenever you're ready.
AI Employees work on real screens, the same way your people do. So there is no API to connect, no integration to build, and no IT project standing between you and a job that touches a dozen systems.
Legacy systems, desktop software, portals nobody has developer access to: if it runs on a screen, an AI Employee can work it.
No connectors to commission, no vendor to negotiate with, and no waiting for a slot on next year's roadmap.
The same software, the same logins, and the same screens your team works in today. Nothing has to change.
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 those steps 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 no step sits forgotten.
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 it comes 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 goes looking for threats and opportunities every day, inside your company and outside it. Because the work runs in ProcessPlan, the Strategist can do something an outside AI can't: act. It assigns the work to your people and your AI Employees, makes the change once you approve, and follows up to prove what the change was worth. It will even interview you to learn what you want, then go to work delivering it. Your people never have to move into a new tool for any of this: it reaches them by email and chat, and most of them never log in at all.
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 those savings happen. You just see your spend drop.
ProcessPlan keeps a complete 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 the same day they ask.
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.
Two simple 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 to improve sales, quality, and customer satisfaction, automatically.