Our consulting team does the heavy lifting for you, from mapping your operation with the free AI recording tool to putting AI Employees on the job and keeping everything improving. Years of experience across every industry.
We use the free AI recording tool to document every process across your organization in days, capturing every workflow, decision, and exception with no upfront cost.
We connect ProcessPlan to the software you already use, so everything works together as one.
Set up Automated Actions to reduce manual errors, speed up execution, and eliminate repetitive tasks throughout your processes.
Automate internal and external communications: emails, notifications, and handoff messages triggered by your processes.
Set up automatic triggers so processes start themselves, based on schedules, events, or conditions you define.
Design tailored reports and dashboards to monitor operational performance, KPIs, and process health at a glance.
Tap into our years of 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 industry know-how and 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.