Checklist and process management — turn recurring workflows into trackable, repeatable procedures.
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
Process Street for Slack — workflow checklists, task notifications, no-code workflow approvals.
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 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
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.
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
