A.I. Agents Can Do Most Office Jobs In Your Company.

Just record your screen while doing a job and then upload the video. Within days, your AI agent worker will be able to perform the job completely autonomously—no matter how complex. (See examples.)

Flowchart titled 'Accounts Receivable Collection (Demo)' created in Predis.ai, depicting a process for managing accounts receivable, beginning with a starting point and progressing through various steps, decisions, and actions related to collection procedures.

Real-Time Visual Business Process Tracking

Visually monitor every business process on one screen from anywhere as people (and A.I. Agent Robots) complete their assigned tasks. Your business will run like clockwork. Your company will never miss a step and never make a mistake. And, you will always know exactly what’s happening at all times.

ProcessPlan manages every task, procedure, process, workflow, person and A.I. Agent Robots!

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Cartoon robot with a square head, two eyes, and a smiling face, waving one arm, and a block letter 'P' on its chest.

Human Imitating

A.I. Agents

These fully trained human imitating A.I. Agents participate in your business the same way humans do. They can monitor the business, make decisions and perform complex work. All without human intervention or supervision. And our staff will manage the A.I. Agents for you.

A.I. Agents Can Handle Most Office
Jobs In Your Company.

Your company can assign work to your A.I. Agents the same way you assign work to humans. The A.I. Agents will complete the work just like a human would. Just one A.I. Agent can do more work than ten people combined. This significantly reduces costs, mistakes, time, effort and worry. It also allows your people to spend their time on more enjoyable creative tasks.

A.I. Agents Reduce Costs By 70%.

Magnifying glass examining a flowchart with arrows and boxes.

AI Business Analyst

Looking for a competitive advantage?

Introducing Pegaci AI, our built-in AI business analyst. Pegaci AI continuously analyzes all the steps, decisions and data flowing through your business processes to identify bottlenecks, trends, anomalies, and opportunities for improvement. By proactively monitoring every aspect of your business, Pegaci AI helps you improve your bottom line and customer satisfaction—all without requiring time, effort or mental energy from your management team.

You will receive a steady stream of AI suggested strategies to close more business, improve financial performance, improve operational efficiency, reduce risk, make better strategic decisions and much more. All based on real business data. Not hypotheticals.

Flowchart diagram with a starting rectangle, arrow pointing to a second rectangle, then arrows branching to three additional rectangles.

AI Designed Processes

Just describe the process you want to build and our Pegaci AI will automatically design and build the process flow diagram for you. Then, we can train our A.I. Agents to perform all the work described by the process. The A.I. Agents can monitoring the business, make decisions and perform complex work.

In most cases, the A.I. Agents will be able to complete the entire business process with no human intervention or supervision.

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Flowchart diagram titled 'Accounts Receivable Collection (Demo)' in a document editing interface, showing various interconnected steps and decision points.

Automated and Intelligent
Task Assignments

Visually diagram every task in every process, procedure and workflow. (This is a one time setup.) Then, ProcessPlan's experienced process professionals will help you optimize your process. Next, ProcessPlan will automatically assign and distribute those tasks to A.I. Agent Robots to perform the work (or to the appropriate people, if necessary).

You be able to visually monitor your entire business on one screen while A.I. Agents and people complete their tasks and your processes navigate through the organization in real time.

ProcessPlan manages everything so you don’t have to.

A bar chart showing a decline followed by a rise, with an arrow pointing down during the decline and an arrow pointing up during the increase.

Flexible and Scalable

ProcessPlan automatically scales up and down according to the needs of your business. You may never need to hire another operations person.

As your company’s workload increases, your A.I. Agent Robots will automatically scale up to handle the additional work. Likewise, if your company needs to scale back, your A.I. Agent Robots will automatically adjust accordingly.

You only pay for the minutes your A.I. Agent Robots actually work, so your costs should always align with your revenue. No management effort required.

You only pay for the time you use and no overtime!

A.I. Agents Can Do Almost All
The Work In Your Company.

No Matter How Complex The Jobs Are.

No Login Required

People can complete their assigned tasks via email, chat programs or other 3rd party platforms. Your people may never need to login to ProcessPlan at all.

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A red prohibition sign over a pattern of various geometric shapes.

No Code / No Symbols

With ProcessPlan, you can build and automate any process in the world with just two simple boxes (tasks and responses). That’s it. There is no coding and no fancy symbols to learn. You can build and execute a process in 5 minutes.

Simple and powerful are not opposites!


Solve Your Employee Challenges, Reduce Mistakes and Get More Work Done with Fewer People.
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Document Signatures

ProcessPlan can automatically create documents (contracts, agreements, sales orders, invoices, etc.) and then automatically send those documents to people to collect information and signatures. Then, when the documents are signed and submitted, ProcessPlan will automatically generate and a PDF version of the signed document and automatically attached the PDF to the process flow that created it. That way everyone participating in the process has access to the signed document. You can also automatically send a signed copy of the document to all parties.

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Screenshot of a workflow automation software interface showing an 'Accounts Receivable Collection' process. It includes decision buttons for reaching an agreement, an option to save without response, a note section, and a message indicating the completion of an automation action, 'New Invoice Created,' with a green checkmark.

Automated Actions

Automatically update other software systems. Automatically send emails to customers or vendors at the appropriate times. Automatically make decisions without asking humans. Automatically make complex calculations. Automatically analyze documents.

There are thousands of “Automated Action” combinations. Plus, you can execute multiple automated actions at once!

Automate more of your company that you ever thought possible.

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Knowledge Management

ProcessPlan comes with a built-in Knowledge Base wherein you can securely manage all your corporate knowledge alongside your processes and workflows. The Knowledge Base can store any type of structured document including company policies, job descriptions, software configurations, client profiles, technical documentation, standard operating procedures, meeting minutes, company announcements, weekly bulletins, etc. Knowledge Base articles can also automatically start processes and workflows.

That’s powerful stuff!

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Machine Learning (AI)

Gain a competitive advantage over your competition. Our Machine Learning (AI) analyzes your process results every day and automatically finds ways to improve them. The Machine Learning will find ways to increase sales, improve quality, maximize profits, reduce costs, increase customer satisfaction, improve response times, reduce rework and much more. In fact, the system will handle almost all management tasks for you and reduce your management time by around 50%.

And, best of all… it’s completely automated.

Automated AI File Analysis

All process files are automatically OCR’d and converted into text and become full-text searchable. PDF, Word Documents, Excel Spreadsheets, and most image formats all become searchable.

Our Automated Actions can then read and interpret the file attachments and automatically take action based on their content.

  • Automatically route documents to the appropriate people with no human intervention

  • Automatically key data into accounting systems with no human intervention

Icon of a magnifying glass over a document with text lines

Reduce Management Time By 50%

 
Flowchart with multiple interconnected steps and decision points, containing blue and gray boxes, and arrows indicating process directions.

Process Improvement

When possible, ProcessPlan will automatically implement the Machine Learning (A.I.) recommendations to improve your process results and optimize your company for better outcomes with no human intervention.

Gain a competitive advantage with zero effort!

Dashboard displaying active processes count, past due processes, and a list of active processes with color-coded bars indicating status.

Summary Dashboards

See your entire company at a glance. Identify bottlenecks, discover trends, and stay on top of everything.

Text discussing new customer onboarding process and the positive impact of Lawrence Levee's participation.

Automated Management

Reduce management time by 50% and make “reports” obsolete. Our Machine Learning (A.I.) system will automatically discover problems and automatically make recommendations that will improve your company’s results. Managers no longer need to hunt for information. They can sit back and let our Machine Learning engine tell them what’s worth knowing every day. No effort required.

Screenshot of a software dashboard displaying active process instances, including new customer onboarding for Oceanic Airlines with 47% complete, and other processes like accounts receivable collection for Sirius Cybernetics Corp, Soylent Corp., and others, with varying completion percentages.

Tracking and Oversight

Make every process visible. Management can monitor every process on one screen. Track progress, spot problems, and find any process in seconds. You’ll know who’s responsible for each process and how much is left to be done.

Screenshot of a Standard Operating Procedure document titled 'Accounts Receivable Collection,' featuring a step-by-step guide on sending a letter for credit action, including test instructions and a checklist for completing tasks.

Standard Operating Procedure Documentation

Turn any process / workflow diagram into a step-by-step standard operating procedure (SOP) document with one click.

Screenshot of an email messaging interface titled 'My Messages' displaying a list of message threads with subjects, and associated account names, including messages like 'We need a response for not applicable,' 'The product is ready for pickup,' and 'Why is this task past due?'.

Messaging

What’s interesting about our internal messaging functionality is that each process / workflow automatically becomes its own messaging thread. Therefore, all of your conversations regarding a specific process automatically stay bundled within the process they pertain to. So, years from now, if you need to look back to see why a certain decision was made, the entire conversation thread will be easily accessible.

Processes can even send messages automatically!

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Process Discovery

Once you get the initial process rough draft diagramed, you can release it into the wild and let the process participants themselves help you discover and build the remainder of the process. It’s less work and it’s more accurate than trying to build the process entirely on your own. Crowdsource the process design from the people who actually do the work every day.

Flowchart diagram titled 'Accounts Receivable Collection (Demo)' with interconnected steps represented by yellow, gray, and blue boxes, depicting a process flow.

Heat Maps

Our innovative Heat Map functionality allows you to monitor and manage 100s of processes and workflows at once on a single screen. Quickly identify processes that are falling behind schedule and use our internal messaging features to quickly ask questions and move things along.

Screenshot of a task management dashboard showing 2 tasks due today, 2 tasks due in 7 days, 15 tasks completed today, and 6 minutes of work time.

Improve Focus and Productivity

Each person only sees the tasks that are assigned to them and that are currently actionable. ProcessPlan also automatically prioritizes the task lists for each person so people are always working on what’s most important to the organization at each moment.

Flowchart diagram with interconnected boxes and arrows, illustrating a process or workflow.

Professional Services

As an optional add-on service, you can turn on Monthly Process Improvement reviews and our Process Pros will help you analyze your Machine Learning (A.I.) insights and help you improve your processes every month. The suggestions could be better structure, design, automations, calculations or little known features you should be utilizing. This service will ensure your business takes full advantage of the ProcessPlan system and steadily improves every month with better quality, reduced costs and time savings.

A digital company table displaying company names, addresses, and contact information, with all entries showing 100% completion.

Custom Database

You can build your own database to store and track any information you want. Build your own custom CRM system or an entire business operating system complete with order management and inventory tracking. It’s all here.

A digital onboarding checklist displaying a list of tasks with a green check mark next to the first three: Sign Contract, Initial Meeting Scheduled, and Document Collection. The remaining tasks are Set Meeting Agenda, Conduct Initial Meeting, and Deliverables, each with a gray circle indicating incomplete status. The interface has a blue header with a placeholder logo that says 'your logo,' and the onboarding is for Akins Tree Service.

Customer Facing Reports

ProcessPlan has countless ways to automate your customer interactions including automating timely email updates to publicly accessible forms that allow customers update processes themselves to public real-time milestone reports to customer facing progress diagrams. Your customers can know as much as you want them to.

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The Process & Workflow Library

We have a library containing tons of pre-built process template that you can import and modify to suit your needs. Our goal is to build every process you could possibly need to run a profitable company.

Even More Features…

 

Decision tree diagrams

Automated decision making

Process visibility controls

Automated load balancing

Automated standard operating procedure documents (SOPs)

Public progress diagrams

Automated emails

Process tables

Process access control

Task tagging

Scheduled processes

Automated messaging

Process loopbacks routing

Start processes via email

Automatically deploy process updates to actively running processes

Sophisticated task timing

Bulk operations

Automated Machine Learning (A.I.) insights

Public facing forms

Subprocesses

External process participants

Graphical reporting

Prebuilt process and workflow template library

Public customer facing milestone reports

Dark mode

Saved reusable text blocks

Automated mail-merge documents

Work schedule management

Customizable screens

Exportable processes

Importable processes

Field formulas and calculations

Optional ongoing process improvement suggestions

Document management features

Process table lookup fields

Automated anything a human can do on a computer

Multiple dependency task assignments

Granular individual process instance security

Real-time tracking and oversite

Aggregate heap map process reporting

Start processes with a public facing form

Robotic process automation

Calculated task start and due dates

Custom reports

External database queries

Custom user fields

Detailed audit logs

External software integrations

Automated process statistics

Subprocess field data passthrough

Ad hoc individual task assignments

Automated task routing

Sophisticated task assignment logic

Role based task assignments

Automate email updates

Start processes with a webhook

Innovative internal messaging

Mobile apps

Dynamic field hide formulas

Saved favorites / shortcuts

Internal database design

Group level security management

CSV imports

Personal task management

File attachments

Process quick builder

Full API support

Markdown support

Process filtering / searching