Checklist and process management — turn recurring workflows into trackable, repeatable procedures.
Reliable for standardizing and tracking repeatable processes — compliance, onboarding, operations. Checklist approach is simple and effective. But $100/month with no free plan is a barrier for very small teams.
Structured checklists guide your team through every step
Automate assignments, approvals, and notifications
Track completion in real time — who did what, what's overdue
Connect to Slack, Teams, Zapier, and APIs
Store operational knowledge in pages and data sets
Source: Process Street·Verified March 2026
Trigger Process Street checklists from HubSpot deal stages. Sync completion data back to CRM.
Auto-trigger checklists from Salesflare CRM deal events via Zapier.
Trigger e-signature requests from Process Street workflow steps via Zapier.
Trigger checklists from Copper CRM events like new leads or deal stage changes via Zapier.
Trigger onboarding/offboarding workflows per Gusto employee payroll events via Zapier.
Trigger accounting workflows from checklist completions or create checklists from invoices via Zapier.
Process Street for Slack — workflow checklists, task notifications, no-code workflow approvals.
Process AI assists with automating process creation, suggesting workflow improvements, and reducing manual effort in building procedures. Details are evolving.
Source: Process Street·Verified March 2026
AI-generated training guides tailored to your team's size, skill level, and focus areas for Process Street — coming in v0.3.2.
View our roadmap →We're building a review system so business owners like you can share real experiences with Process Street.
Last researched: March 2026
