Free processes
Free automations
Opt-in only
An industry suite is everything your company needs to be successful in your specific industry. Each item is contributed by companies already doing it. Just follow the plan.
(private suites available)
Every process a company in your industry needs to be successful, already built and tested on real work.
AI Employees already trained to work in your industry and in your own software, so there is nothing to integrate.
Your numbers compared against the aggregated numbers of companies in your industry of similar size.
Companies in your industry collectively sharing best practices, curated by our team and made available to your company.
Pretrained to help you be more successful in your specific industry, managing your processes and making them better.
Learn more about the AI Strategist.
Selected team members who know your industry and how its best companies run.
Our team curates the processes and automations in a library that is dedicated to your industry (private suites available), so an improvement made once reaches every company. This is how we are able to manage and improve over 1,900 jobs at scale.
See 1,945 jobs we automate.
See 94 tools and services you can replace with ProcessPlan.
About ProcessPlan
In most cases, the jobs your company needs are already built in your industry's curated process library, and you get them free when you use the library. Need a process the library does not have yet? Our team builds the process free, with zero effort on your side. In exchange, the process goes into the library, with everything that identifies your company removed. Using the library is optional.
In most cases, all the processes your company needs are already in your industry's library, prebuilt and tested on real work. You get the processes free, complete with AI Employees, and we keep the AI Employees running.
If a process is not in the library, we build it for you free of charge, complete with AI Employees, and nothing goes live until you approve the process.
See 1,945 jobs we automate.
In exchange for our team building the process and automations for free, the process gets shared with the industry library. You approve everything before it gets published. Our team then adds the process to the library, so the next company that needs the job finds the process already built, the way your company found the others.
Every process comes with a diagram like this one, free and yours to keep, whether your company found the process in the library or our team built it. Once the process is live, ProcessPlan hands the work back and forth between your people and your AI Employees.
Each process in the library merges the work of every company that contributed to it, rather than copying from one company. When another company contributes, improvements from that company's processes are merged into the library, and every company benefits from what hundreds of other companies do best, AI automations included.
Checks every invoice against its purchase order.
Emails the vendor the moment an invoice and its purchase order don't match.
Checks the vendor portal before paying an invoice.
Every company that runs the process gets all three.
The processes in your industry's library are on us. So is the build of any process the library is missing, along with the ongoing improvements, the AI Strategist, the benchmarks and the guidance.
The best practices of every company in your industry's library are yours, with their steps, forms and AI Employee work already built and tested. When a library process improves, your copy picks up the improvements within a day.
Each library process comes with AI Employees that do the work in the software you already use, so there is nothing to integrate. Our team builds any process the library is missing and keeps every AI Employee running from then on. See 1,945 jobs we automate.
Each process comes ready to run in ProcessPlan. Every step goes to the right person or AI Employee, ProcessPlan hands the work back and forth between them, and every handoff, approval and deadline is tracked. You decide which steps your people keep. See how Process Management works.
As the way your industry works changes, our team improves each library process and maintains the process in every company that runs it, yours included. Your company gets each improvement free for as long as you have an account.
Your AI Strategist arrives pretrained for your industry and already knows how companies like yours run. Every day, your AI Strategist watches your processes, checks in with whoever the work is waiting on, makes fixes with your approval and measures the results. See how the AI Strategist works.
Our team has automated work for thousands of companies. We walk through your office with you, show how other companies in your industry handle each job, and recommend where AI Employees should start. You decide which jobs AI Employees take on.
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 and days to get paid. The comparison holds because every company in the library runs its own copy of the same process, so every figure measures the same steps. 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.
Similar companies are shown only as an aggregate.
Everything above is free. Your company pays only for its own ProcessPlan account. See pricing.
The same account can also replace 94 tools and services you pay for today.
An AI chat can describe how a company like yours might run a job. The library holds what companies in your industry learned by actually doing the job, and that knowledge lives only in the real world, where no prompt reaches.
A prompt drafts a process from what the AI read online. The processes in the library come from companies in your industry, which run them every day. Each process is built and tested on real work, not hypotheticals or simulations.
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 only in aggregate.
An AI chat window is still software, and a person still has to drive it. AI Employees do the work in your software, and our team keeps every AI Employee running as a managed service.
Processes already in the library are free to use. In exchange for a free build, each process our team builds for you goes into your industry's library. Nothing in any process says which company it came from.
Prefer to keep your processes out of the library? You can still automate them the usual way. The library is optional.
If your company belongs to a franchise, an association or a peer group, your group can have a private curated suite 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.
Buying groups and co-ops can have a private library too.