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Process Street: work management features and setup

A system for turning procedures into repeatable workflows that can be completed and tracked. Combines instructions, team responsibilities, and automation of operational tasks.

Tool by the Otomatzia editorial team · source content checked on

Overview

A procedure in a file explains what should happen, but does not always show what has been done and who is responsible for the next step. Process Street turns instructions into an active workflow with progress tracking. It suits organizations that want consistent execution of customer onboarding, operations, or controls. Before copying an entire procedure into the system, check which steps truly require a person and which can be automated.

Features

  • Turn procedures into repeatable workflows
  • Track tasks and team responsibilities
  • Integrate automation into documented operational workflows

Business uses

  • Customer onboarding with document collection and a completion check
  • Recurring quality checks before project delivery

Getting started

  • Choose a short procedure and define a clear outcome for each step.
  • Assign responsibilities and check what happens when required information is missing.
  • Run two cases in parallel and make sure it is easy to understand the status of each.

What to check

  • Check the approval, permission, and integration options in the relevant plan.
  • Decide who is responsible for updating the procedure when the way of working changes.

Sources to check next

Vendor features and prices change. Confirm details on the linked official pages before you rely on them.

What to read next

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