Record any job and AI documents it as a process, free. Then ProcessPlan runs it: every step goes to the right worker, one of your people or an AI Employee, and every handoff, approval, and deadline is tracked. You decide which steps your people keep, and you can move that line one step at a time.
Someone on your team does the job as usual while the recorder captures every click, decision, and exception. Within minutes, AI turns the recording into a complete visual process map, no matter how long or complex the job.
There is no quota: record as many jobs as you like. Use the maps for documentation, training, and onboarding, or hand the process to an AI Employee whenever you're ready.
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, free. No technical knowledge needed.
ProcessPlan runs every process you document. Each step goes to the right worker, one of your people or an AI Employee, and you watch it all move on one simple dashboard.
You decide which steps stay with your people. ProcessPlan assigns them, reminds them, and tracks them with the same rigor as the steps your AI Employees do.
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 nothing is forgotten.
Multi-level approvals, conditional routing, and a full audit trail: every decision captured, timestamped, and searchable.
When you're ready to move the line, assign a step to an AI Employee right where it sits. The steps before and after it do not change, and neither does the record of who did what. Hand over one step, one process, a whole department, or your entire company.
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 knowledge base stores policies, configurations, and procedures, and can trigger processes automatically.
Two building blocks: tasks and responses. Every process AI builds stays simple enough for anyone on your team to read, and to adjust if they want to.
Because the work runs in ProcessPlan, your AI Strategist can do more than recommend a change. It makes the change, once you approve, and follows up to prove what it was worth.