Limited-time offer
Opt-in only
Our team will automate your company's office at no charge. Zero effort on your side: your people just do their normal work with the recorder running, and we do all the heavy lifting. Our team turns each job into an automated process, complete with the AI Employees that do the work in the software you already use, so there is nothing to integrate. ProcessPlan then runs each process, sending every step to the right person or AI Employee and tracking every handoff, approval and deadline.
Joining the library is your choice. In exchange for the free automation build, what we learn from your processes is merged into a curated process library for your industry, with everything that identifies your company removed. Each library process brings together the best practices of hundreds of companies in one place.
Also free
You also get process diagrams and documentation for every process in your office, the best practices of other companies in your industry, real-world industry benchmarks for comparison and guidance from our team. None of it is something an AI prompt can give you.
About ProcessPlan
Your people do their normal work with the recorder running, and AI turns each recording into a process diagram in minutes. The recorder and the diagrams are free forever, and the diagrams are yours to keep.
See 1,945 jobs we automate.
Our team checks your industry's library first. If the process is there, our team sets up your copy free. If the process is not, our team builds it free, complete with the AI Employees, and we keep every AI Employee running. Nothing goes live until you approve it.
For each process our team builds for you, you see what will go into your industry's library, with everything that identifies your company taken out, and you approve it. Our team then merges your process into the library's version of the same job, and every company in your industry gains what every other company does best.
Each recording becomes a diagram like this one. Once the process is live, ProcessPlan hands the work back and forth between your people and your AI Employees.
Each process in the library merges the work of every company that contributed to it, rather than copying from one company. When another company contributes, improvements from their workflow are merged into the library process and every company benefits from what hundreds of other companies do best, AI automations included.
Checks every invoice against its purchase order.
Emails the vendor the moment an invoice and its purchase order don't match.
Checks the vendor portal before paying an invoice.
Every company that runs the process gets all three.
The automation build is on us. So are the library, the ongoing improvements, the documentation, the benchmarks and the advice that come with it.
Our team turns each job you record into an automated process, with AI Employees that do the work in the software you already use, so nothing is migrated or replaced. Our team keeps every AI Employee running after the build. See 1,945 jobs we automate.
Our team sets up each process to run in ProcessPlan. Every step goes to the right person or AI Employee, ProcessPlan hands the work back and forth between them, and every handoff, approval and deadline is tracked. You decide which steps your people keep. See how Process Management works.
The best practices of every company in your industry's library are yours, with their steps, forms and AI Employee work already built and tested. Each library process combines what many companies in your industry do, so you get the best of all of them. Our team adapts each process to your company. When the library improves a process, your copy picks up the improvements within a day.
As the way your industry works changes, our team improves each library process and maintains it in every company that runs it, yours included. Every company in the library benefits from each improvement, free for as long as you have an account.
Every job in your office becomes a documented process, with its steps, instructions, forms and checklists in one place. The documentation and process diagrams are yours to keep, whatever you decide later.
Our team has automated work for thousands of companies. We walk through your office with you, show how other companies in your industry handle each job, and recommend where AI Employees should start. You decide which jobs AI Employees take on.
For each process you use from the library, benchmarks compare your numbers with the aggregate figures of other companies of similar size, from how long the process takes to deal size, pipeline and days to get paid. The comparison holds because every company in the library runs its own copy of the same process, so every figure measures the same steps. Only companies that join the library are included, and only as aggregate data. You never see another company's numbers, and no other company sees yours.
Similar companies are shown only as an aggregate.
The build is free. Your company pays only for its own ProcessPlan account: user licenses for your people, plus the minutes your AI Employees work and the machine each one works on. See pricing.
An AI chat can describe how a company like yours might run a job. The library holds what companies in your industry learned by actually doing the job, and that knowledge lives inside those companies, where no prompt reaches.
A prompt drafts a process from what the AI read online. The processes in the library come from real companies in your industry, which run them every day. Each process is built and tested on real work, not hypotheticals or simulations.
How fast your peers turn a quote into an order, or how fast they get paid by their customers, is kept inside their own companies. The benchmarks measure that work as it actually happens, not from estimates or surveys, and show the figures only in aggregate, so you see where your company stands while every company's own numbers stay private.
An AI chat window is still software, and a person still has to drive it. AI Employees do the work in your software, and our team keeps every AI Employee running as a managed service.
In exchange for the free automation build, each process our team builds for you is merged into your industry's library. Nothing in any process says which company it came from.
Benchmarks show only aggregate data, combined across companies of similar size, so no one company's figures ever stand alone.
Prefer to keep your processes out of the library? You can still automate them the usual way: record the jobs, approve a quote for the one-time fine-tuning, and our team takes it from there. See pricing.
If your company belongs to a franchise, an association or a peer group, your group can have a private process library of its own, open only to its members. Members import each other's processes and pick up every collective improvement, and both the library and the benchmark data stay private within the group. Not in a group? The offer is open to any company, through the curated library for your industry.
Every location in the system runs the same jobs. A private library keeps the system's processes inside the system, and the next location imports them, from the opening checklist to a warranty claim.
Members share the same filings, renewals and rules. A private library puts the processes every member needs, such as a licensing renewal or a compliance filing, in one place as a benefit of membership.
Members already compare notes. A private library turns a better way of doing a job into a process every member runs, and the group's benchmarks show each member where it stands.
Buying groups and co-ops can have a private library too.