Features

Even the Most Complex Jobs
Can Be Automated with AI

From a simple screen recording to a fully autonomous digital workforce — here's everything ProcessPlan does for you.

Process Capture

Record Your Screen. That's It.

Perform your job as you normally would while our recorder captures every click, decision, and exception. Complex tasks with multiple paths? Record different scenarios from different team members — we stitch them into one complete process.

  • 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
AI Process Mapping

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.

  • 10-minute turnaround from recording to process map
  • Identifies tasks, decisions, handoffs, and exceptions
  • Editable — refine the process after generation
  • Instantly trains AI employees on the process
Start
Review Document
Approved?
Yes
Send Email
No
Flag for Review
Complete
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

Scales Up and Down Automatically

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.

  • 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
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.

See These Features in Action

Start your free trial and record your first process today — or schedule a live demo with our team.