Your team just works as usual. That's the setup. They record the jobs, and AI maps them and starts building the AI Employees. Our consulting team does the heavy lifting from there: the fine-tuning that gets those AI Employees production-ready, edge cases and exceptions included, and the ongoing management that keeps them running. Years of experience across every industry.
Every process across your organization, documented in days. Your team records the jobs and the free AI recording tool captures every workflow, decision, and exception, with no upfront cost.
We connect ProcessPlan to the software you already use, so everything works together as one.
We set up Automated Actions to reduce manual errors, speed up execution, and eliminate repetitive tasks throughout your processes.
We automate internal and external communications: emails, notifications, and handoff messages triggered by your processes.
We set up automatic triggers so processes start themselves, based on schedules, events, or conditions you define.
We build the operational views your leaders ask for, on the same numbers your AI Strategist is already working from.
Tap into our experience to get the most from every feature: shortcuts, best practices, and hidden capabilities.
Personalized training sessions for your staff, covering process building, management, and platform mastery.
Benefit from creative automation ideas drawn from years of cross-industry experience.
Tell us about your needs and we'll respond within one business day with a tailored recommendation.