Processes are the backbone of every company. ProcessPlan maps each one, from a recording or a plain description. It starts each process from an email, a form, a schedule, a webhook or another process, sends every step to the right person or AI Employee, and tracks every handoff, approval and deadline. 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 approve the quote for fine-tuning and our team gets an AI Employee ready to run the process. Fine-tuning is free for accounts with ten or more users, or through a private library.
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.
A process starts the moment something happens, so nobody has to remember to kick it off. These are the most common ways, and there are more.
A customer's purchase order or a vendor's invoice arrives, and the process starts with the email and its attachments already in it.
A request from your website, your team or a customer starts the process, with the answers already in it.
Daily, weekly, at month-end or on any date you set, the process starts on time.
One process hands off to the next, and your other software starts a process through the API or a webhook.
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 automate a step, assign it 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.
Each of these is a tool many companies pay for separately today. See what you can stop paying for.
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.