Process Street Review

PROS: easy to use workflow. reduce the need to train employees on the workflow. each workflow has descriptions and guidance that employees can navigate themselves on the process. Can set up to send out email. reminder function is great.

CONS: set up process can be very difficult.

PROS: Process Street is the foundational framework for our process documentation, management, and automation for our business. It's easy to setup and use and yet has serious power to grow into. We typically can get a process up and running in a short time, run with it and improve over time. It holds us all accountable and provides a centralized location for all our SOP's and automations.

CONS: I'm always looking for improvements in reporting and analytics but it's already got everything we need. I'd love to see the integration with Power Automate keep up with the Zapier integration as it's usually a little behind, but that doesn't cause us any grief.

PROS: The best aspects of Process Street are its ease of use, workflow automation, and seamless integrations with tools like Slack, and Google Sheets. It streamlines process management, improves team collaboration, and enhances efficiency with AI-powered automation.

CONS: Some areas for improvement in Process Street include limited customization in workflows, more advanced reporting features, and occasional integration constraints with certain third-party apps. Expanding AI capabilities and refining UI intuitiveness could further enhance the user experience.

PROS: It's a fantastic tool for streamlining & formalising existing processes or establishing new ones. All stakeholders have total visibility over tasks, who is responsible for which tasks, what is expected from each team member, and when tasks are due. After the initial learning curve - "the curve" being dependent on how much you're trying to achieve in the early days - it's extremely easy to build new workflows, with multiple options to get started. Once you get a grip on conditional logic, the possibilities are endless! Using integrations with other platforms to pull data across into your workflows, along with using email widgets and variables to write and send emails, saves so much time and effort for not having to manually copy and paste information and write up new emails each time. The support team are fantastic and are always happy to dive in to find solutions for you!

CONS: There are endless integrations possible via the platform, but sometimes the native integration still doesn't give you quite what you need. However, there is always Zapier to solve integration issues. Process AI is a great feature with a lot of potential however, it takes quite a bit of learning and tweaking to get it to work/ do what you want it to do, and sometimes it just doesn't get it right. Perhaps over time it will get easier to use and provide better results.

PROS: The best aspects of this product is the use of workflows, so amazing and great to use.

CONS: Everything was smooth, we had a great Team that supported us through all the way.

PROS: Flexibility, integrations, conditional logic. WE have a clear picture of what each of us and when has to do during our processes.

CONS: nothing yet

PROS: Easy to use On PC On an iPad tablet. Logging in is easy. The next tasks are highlighted with the use of eye catching visuals.

CONS: Getting straight into a volunteer profile is a bit tricky. I cannot get there unless I click 3 times.

PROS: Process Street helps me manage my writing projects and colaborate with other team members so efficiently.

CONS: None.

PROS: Intuitive and easy to outsource task to other staff

CONS: Slight learning curve, but you could use it to create onboarding processes for how to use it.

PROS: Allows most anyone with any level of computer expertise to automate processes, and save huge amounts of time. Also, easily shared with other team members.

CONS: Like anything there are some basic functions, and language that needs to be learned, but it is simple and common sense driven.

PROS: I love that I can create a workflow for ANYTHING and EVERYTHING. This has allowed me to batch my work so effectively per day. The quality of my work has increased immensely.

CONS: The learning curve was a lot---especially in setting up new workflows. But, the training provided was great.

PROS: We have appreciated being able to utilize this tool for process management in all sorts of scenarios.

CONS: Training on how to build it out initially would have been helpful. We are lucky to have a team member who is willing to really own it but that is not a reality for all companies.

PROS: The best aspects of this product are how well it can organize your information and steps. It allows you to create your own checklists, ensure that mandatory points are checked off, and allows you to build it either to a standardized template, or a customized design of your own volition.

CONS: None that I could see yet as we've mostly used it for tutorials for our company.

PROS: It's a great product, because not only is it incredibly useful, they've kept it simple. Oftentimes software products suffer from "feature creep," where they keep adding so many unnecessary features that the product is not longer as useful.

CONS: I haven't really encountered anything that's been problematic.

PROS: It seems as if they thought of everything. Haven't gotten to a point where I've said "I wish they added this feature"

CONS: Because it's a very complete tool, it's also quite complex to use. But it seems like it has to be that way for it to work the way it does

PROS: The customer support and training, the ease of use, and the efficiency of onboarding a team to a new platform. We've also been able to onboard remote team members because of Process.St. The ability to incorporate our best policies and procedures while completing tasks eases the strain of training and onboarding new employees.

CONS: Some of the visual aspects such as not being able to format email templates (change font size and color, for example.) To really use Process.St at full capacity, integrations with Zapier are ideal. Unfortunately, this requires yet another subscription and more set-up time.

PROS: It's a very powerful tool to create checklists. I love that parts of the process can be manual and parts can be automated.

CONS: I'd love to be able to iterate more quickly on my checklists! It often occurs to me to add and/or modify something as I'm working on a checklist. It's completely possible to do, it just takes a little more effort to go back and forth between the runner and the editor than I would like.

PROS: Very easy to define any business process, and set them in motion. Has wonderful widget for customising, sending template emails from within the app, and apply conditions and reminders. The team has done a wonderful job in making processes easy to define and follow.

CONS: The phone app has been recently released and is buggy.

PROS: For my job, it reminds me if my work is compliant with the internal business process.

CONS: There are times when the tool crashes. I think it has to do something with my internet connection though :)

PROS: Interface is intuitive, and they are constantly working on upgrading it and giving even greater functionality all the time. It enabled us to overcome the problem we previously had of how to manage a portfolio of hundreds of clients in a consistent manner. Right now it forms the nerve centre of our operation and we would not have got to where we are without it.

CONS: The need to use Zapier or have a professional programmer to develop API interfaces does increase the overall cost of use. It's also very processor-intensive so you need top-end user devices to make it run smoothly.

PROS: I can edit the template as soon as I think of an improvement while using a checklist, then go back to the checklist where I left off. Conditional logic - allows me to display tasks and individual fields, or hide them, to produce clear instructions for each situation within a checklist. I can use 'text' to show the data entered in a previous task, for ease of reference. It works well with Zapier. I can upload videos, images, etc, as instructional or explanational material. I can also link to files and URLs for downloads. The user can upload files. Automatic emails can be sent from within a checklist. And more. There's more!!

CONS: Lack of colour/font formatting options within automatic emails. I'm really struggling to think of anything that is problematic or could work better.

PROS: It is just so easy to use. It is made for building processes. I have used Asana and Trello, but Process Street is just superior when it comes to recurring processes.

CONS: They could make it easier to keep a running tally of things within a daily task.

PROS: It integrates step by step instructions on how to web-based tasks by actually allowing you to do each step and explain what is needed. So instead of telling staff what to do, it literally creates a working template of the task, including links to pre-filled emails and links to different programs. It has literally allowed me to expand my business since do not have to review each and every aspect of my staffs' jobs.

CONS: It's hard to say what could work better since it is regularly updated. The best part is that if you update a template it applies to past completed tasks.

PROS: This software is a game changer. Makes documentation, training and standard operating procedures a breeze. I spent many hours working for small businesses on documenting process years back, would have killed for this program then. So user friendly, very configurable. Gives you all the functionality you would want to link text, video, hyperlinks, checklists etc. all in one place. Extremely affordable - would highly highly recommend to any sized business!

CONS: Nothing comes to mind

PROS: It provides an easy way to map and detail internal processes to be shared across the teams, so that we can expect consistant output.

CONS: I'd like to have a calendar view

PROS: You can assign process to people in your team on a weekly basis.

CONS: None, no problems at all.

PROS: Being able to instantly regenerate checklists that I run through often.

CONS: No problems so far.

PROS: I love that it has the Conditional Logic feature which made it really easy for us to put everything in one checklist template and just set the necessary conditions. It's also great that checklists can be scheduled to run. It helps us keep together in just one place. No need to schedules tasks on the calendar since everything you need to do appears on your Process St Inbox on the scheduled date and time.

CONS: Just that it's a bit costly. Would love to have everyone on our team have their own Process St accounts under our company.

PROS: Really fabulous way to productize or digitize your processes both from a documentation standpoint and executable steps. Recent addition of conditional logic have made it extremely powerful.

CONS: Requires you have full corporate buy-in.

PROS: Fantastic way to both organize your business processes AND ensure accountability and visibility into what is and is not done.

CONS: I used to want a mobile version - they have that now. I haven't used it extensively enough to find many bugs.

PROS: Easy to use. Didn't need a whole explanation to start using it. Excellent backup for my own memory which can forget little details by the time passes.

CONS: Nothing comes to my mind at the moment.

PROS: Once checklists are complete, it's easy to monitor their use and keep on track

CONS: The conditional logic can become overcrowded

PROS: Having a centralized repository of our checklists which we use and improve on a daily basis is huge for our operation.The ability to schedule and assign checklists automatically is great. Integration with other applications via Zapier is very powerful.

CONS: Nothing obvious that comes to mind.

PROS: This is the first and the best app to manage and execute processes in a way that's intuitive and effective for tech companies and marketing agencies.

CONS: Can't think of anything - there's a workaround for anything I can think about, and Zapier integration.

PROS: I love the sheer power of this product. So much more than a checklist. With conditional logic, the ability to carry variables from one checklist to the next, and being able to provide unlimited instruction/documentation for each task... it has proved a great productivity tool. We use it extensively. The ability to integrate with other products is excellent. When I have contacted support the help has been friendly, quick and very helpful.

CONS: While the ability to carry variables is excellent, it could be a little more intuitive. I had to learn it and whenever I go back to have to edit or add to this area, I have to spend some time to get my head around it again. The end result though is fantastic.

PROS: I like the ability to use 'templates', as well as the ability to edit a process and then have the tool update all other active checklists, if I choose.

CONS: none

PROS: It's easy to use, and super simple to find where I saved processes, even if I gave them names that are no longer as useful as I expected them to be. I love being able to include screenshots as well as text and checklists!

CONS: I don't have any complaints!

PROS: Total workflow control Allows you to include images, videos, and documents into your workflow Pairs with countless apps through Zapier

CONS: The UI is not great. It is hard to know which workflows you currently have action items on. Having a list of open tasks or kanban style board would be a well appreciated enhancement

PROS: I honestly searched for a similar solution for several years and was so happy to come across process.st. It saves hours of my time and helps ensure my team and I are on track and on the same page for month-end close. It's really great in helping centralize the knowledge base for infrequent, but detailed, processes.

CONS: One area that could improve is making user-access restrictions easier to manage. E.g. my recruiting staff should not be able to see my finance checklists.

PROS: Easy to use and helps you to document mundane but important aspects of the processes in your business or personal life.

CONS: Maybe more visual images or icons for people who need less text, but that may not be a practical or more useful approach.

PROS: A simple concept executed extraordinarily well. The templating feature is brilliantly, flawlessly implemented. Our internal processes have all benefitted from process.st usage. Counterintuitively, as we have refined and distilled our processes, process.st has shown us where we have common, repeatable and overlapping functions, and has thereby increased our automation (via programming) by eliminating those same checklists. But we build new checklists faster than we can automate, so no worries for developers of process.st. The ability to document functions via printing checklists with ancillary materials attached has increased our operational capability for post-mortems and audit related functions.

CONS: Nothing to add here. We love it.

PROS: Simplicity on its use, configuration, and practical implementation.

CONS: Be softer on the business model; to charge per user eventhough there are some users that do one simple process each month is quite expensive for them.

PROS: It's incredible easy to make a new checklist. It really helps reduce mistakes.

CONS: I wouldn't change anything.

PROS: A cloud based application so allows anyone to use the processes created. Easy to use and quick to create a new process, allows brain dump of a process which can be refined with use. Subtasks that have to be checked before moving on solved the problem of steps being skipped over.

CONS: I would say conditional logic but this is available in the paid for version, I am using the free one at the moment.

PROS: Great for managing centralized check lists and repeatable processes where multiple team members need access, like onboarding new clients.

CONS: Nothing that I can see

PROS: - Interface is easy to use and learn - Simple and focussed app (no useless frills)

CONS: To be honest, nothing. It\'s simple, it works; I can\'t think of anything more to ask.

PROS: Makes it SO easy to detail process - pull in pics and videos for training! I struggled with making them in word docs and making them easy to follow - this website is perfect.

CONS: I haven't used it but they just added conditional workflow - this was the one thing I wish it had in the past.

PROS: Not only is it fairly intuitive and easy to use, but it has all the advanced power features one would hope to get from a process planning tool, including the ability to assign tasks and track progress from team members among many other things.

CONS: Having a native Slack integration would be nice, but we were able to overcome this and still hook up channel notifications via their Zapier conduit.