Checklist automation and workflow management for distributed teams
Process Street is a checklist-driven workflow tool for SOPs, employee onboarding, client onboarding, audits and any process where you need humans to follow a sequence with the right inputs at each step. We picked it because it solves the boring-but-painful problem of "we have a process, it lives in a Google Doc, nobody follows it the same way twice." The trade-off is that the per-user pricing and the focus on linear checklists make it less of a fit for free-form project work.
You build a workflow template — a series of tasks with form fields, conditional logic, approvals, embedded videos and dynamic due dates. To run it, you launch a workflow run from the template; that run is its own checkable instance with its own data. Conditional logic hides or shows tasks based on form answers, so the same template handles different scenarios (a UK contractor versus a US full-time hire) without forking.
Pages handle the static knowledge base side — onboarding wikis, policies, embedded loom videos. Data Sets give you spreadsheet-style master data that workflows can read and write. Process AI generates SOPs from prompts, summarises long workflows and answers questions about how a process should work. Native integrations cover Slack, Salesforce, HubSpot, Greenhouse and Microsoft 365.
Process Street publishes Startup, Pro and Enterprise tiers. The Startup plan starts around $30 per user per month annually and includes unlimited workflows, conditional logic, approvals and a basic API. Pro adds advanced reporting, role-based assignments and Process AI for full workflows. Enterprise is quoted; it adds SSO, advanced security, premium support and dedicated success management. There is no free plan, but a 14-day trial covers the full feature set without a card.
The honest cost watch: every user who runs or completes a checklist needs a seat in the standard model. Workflow Runs (the lightweight participant role) help, but check the licensing carefully if you have a hundred occasional contributors.
| Tool | Strength | Starter price | Best for |
|---|---|---|---|
| Process Street | Conditional checklists with AI | From $30/user/mo | SOPs and onboarding |
| Trainual | Training-led docs | From $250/mo for 10 users | Training and onboarding |
| Pipefy | Form-led workflows | Free / $24/user/mo | Cross-team requests |
| Notion | Wiki + lightweight tasks | From $10/user/mo | Generalist documentation |
Verified deal
Fourteen days, full feature set, no card. Pick your messiest onboarding process and rebuild it on day one — that is the cleanest way to know if the conditional logic earns its keep.
See the Process Street offerProcess Street replaces email chains and shared docs with a single source of truth. New hires move through IT setup, training, and admin sign-offs in parallel, with reminders auto-sent to owners. Cycle time typically drops from 3 weeks to 5 days.
Agencies use Process Street to lock down delivery checklists—design review, copy approval, final testing—so no step gets skipped. Conditional branching routes issues back to the right team. Client handoff templates ensure consistency across accounts.
Process Street logs who did what, when, and with what data. Security audits, vendor onboarding, and data-handling workflows generate timestamped evidence automatically. No more reconstructing who approved what from email threads.
Quarterly access to product leadership.
Bonus credits redeemable on partner tooling.
We re-verify the offer every quarter so it never goes stale.
Hit the button on this page — opens the partner site in a new tab.
Check your investor or accelerator benefits portal for the Process Street partner code. Y Combinator, Sequoia, and most Tier 1 VCs have codes available.
Renewals stay at the same rate — verified by us, not the vendor.
| Feature | Process Street |
|---|---|
| Free trial | 14 days |
| Cheapest paid plan | $0/mo |
| Annual discount | Up to 25% |
| Refund window | 30 days |
| Setup time | < 1 hour |
| Best for | Founders |
“Compliance checklists with audit trails we actually trust”
“The SOP backbone for a distributed team”
“Standardized our client onboarding across 4 team members”
Verified offer
Verified offer
Verified offer
Verified founder pricing
Free plan + free trial available
Free trial available
Free trial available
Free trial available
