Free processes
Free AI automations
Optional to join
Processes are the backbone of every company. The better your processes, the better your company performs. The processes your company needs are collected here in your industry's library, and your peers and our team keep improving them. It's like having a mastermind group for your whole industry. (Private libraries are available.)
The library is free. Your company pays only for its own ProcessPlan account.
The library feeds your account, one way. Nothing leaves your account except your suggestions.
About ProcessPlan
Your industry's library provides the processes, AI automations, and benchmarks a company in your industry needs to be successful. Every industry has its own library. (Private libraries are available.)
Every process a company in your industry needs, built and curated by our team. If your company needs a process the library does not have yet, our team builds the process free.
AI Employees work on computer screens, in the user interface of the software you already use, so there is nothing to integrate.
AI Agents work behind the scenes with no screen involved, looking up information, running the numbers and completing the steps of your processes.
Your numbers compared against the aggregated numbers of companies of similar size in your industry.
Every step goes to the right person or AI Employee, and every handoff, approval and deadline is tracked.
See how Process Management works.
All the process documentation for how your office and operations work, kept current as each process improves.
Your peers, AI and our team keep improving every process in the library, and each improvement reaches your company.
Pretrained for your industry, managing your processes and making them better.
Learn more about the AI Strategist.
Our team keeps every automation running, even when your software changes, so there is nothing for your company to maintain.
If any process or AI automation is missing from your industry's library (or private library), our team will build it for free. Then your company imports the process from the library at no charge.
Your library holds processes and AI automations, curated by our team, dedicated to your industry and improved by your peers. All free of charge.
Your business is made of processes. They are the backbone of every company. These are some of the departments your library covers, each designed by our team and improved by your peers.
And many more.
Those are some of the departments every business has. Your library also holds the processes unique to your industry. See 1,945 jobs we automate.
Every process comes with a diagram like this one, free and yours to keep.
The shared library is what makes benchmarks possible. Every company runs its own copy of the same process, so every figure measures the same steps. Using the library is optional, and your company chooses whether to join.
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, what vendors charge and days to get paid. Only companies that use the library are included, and only as aggregate data. You never see another company's numbers, and no other company sees yours.
Want something included in the next benchmark? Submit a suggestion and we'll add it if we can.
Similar companies are shown only as an aggregate.
An AI chat can describe how a company like yours might work. An AI chat cannot give you what your peers learned by actually running the job, how your numbers compare with theirs, the processes you never thought to ask about and more.
A prompt answers only the question you type. Your industry's library shows the processes a company like yours runs, including the ones nobody at your company thought to ask about.
A prompt drafts a process and stops there. The companies that run each process every day suggest the improvements, and a prompt has no way to learn from those companies' experiences and work history.
A prompt's answer is fixed on the day you ask. When a rule changes, a regulation is updated, or a better way is found, the library process is updated, and the improvement arrives in your inbox for your approval.
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 anonymously and only in aggregate.
A prompt gives an answer, and nobody stands behind the answer. Our team of process experts curates and manages your industry's library for you. Our team tests every process and every improvement before either reaches your company.
A prompt hands you a description, and getting people to follow the description is up to you. A library process arrives ready to run: each step goes to the right person or AI Employee, every deadline is tracked, and every completed step is recorded.
The library feeds your account in one direction. We never copy your processes, your logins, your customers or your records. The only thing that reaches the library from your company is a suggestion you choose to send.
Your company runs its own copy of each library process. The changes your company makes to that copy stay in your account and are never shown to another company.
When your company improves a library process, you can suggest the improvement to the library. A suggestion describes the step and carries none of your logins, customers or records.
Benchmarks show figures for a group of similar companies together. You never see another company's numbers, and no other company sees yours. Using your industry's library is optional.
If your company belongs to a group of companies, your group can have a private curated library of its own, open only to its members. Each member pulls from the curated library and each process picks up every ongoing improvement, so a rising tide lifts all boats. Both the library and the benchmark data stay private within the group.
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.
A firm that buys several companies in one industry needs each company to run the same jobs the same way. A private library gives every company in the portfolio the same processes, from the month-end close to bringing in a newly acquired company, and the group's benchmarks show each company where it stands.
Any other group of companies that runs the same jobs can have a private library too.