Process Street

Built for standard operating procedures

Process Street is designed as a platform for creating, executing, and tracking standard operating procedures. It allows teams to document workflows as interactive checklists and turn repeatable processes into scalable systems. If your team relies on SOPs to manage campaigns, onboard clients, or run internal operations, Process Street can be an excellent fit. It offers more structure than task management tools and ensures consistency across repeated workflows.

Supports conditional logic and form fields

One of the defining features of Process Street is its conditional logic. This means you can create branching logic within your checklists, guiding team members through different paths depending on their responses. It’s useful for handling complex workflows where decisions affect what steps are shown. Process Street also includes forms, data fields, and approvals, which make it more than just a static checklist. These capabilities turn documentation into actionable flows.

Built-in automation and integrations

Process Street supports automation within its checklists and integrates with hundreds of other tools through Zapier and native connections. You can automate tasks like sending emails, assigning users, updating fields, or triggering workflows from external apps. This helps eliminate manual follow-up and keeps workflows moving. For marketing and ops teams that rely on checklists to maintain consistency, this automation layer adds serious operational value.

Centralised documentation with permissions

Beyond execution, Process Street is also a centralised documentation platform. Teams can store their playbooks, processes, and guides in one location, keeping things consistent and easy to find. Its permission system also helps enforce access rules, which is important for larger teams or those handling sensitive processes. Whether you’re building out onboarding for new clients or QA workflows for content delivery, centralised control is a key benefit.

Shift toward enterprise buyers

While it still supports small teams, Process Street’s positioning has shifted toward mid-market and enterprise. Plans and pricing reflect this, with advanced features gated behind higher tiers. Organisations with compliance needs, audit trails, and team-level reporting will find these enterprise-grade features valuable. But smaller teams may find the cost or feature scope more than they need.

I first used Process Street in 2020, back when I was reading Work the System and building out conditional workflows for SOPs. At the time, it still had a generous free plan, and it was a fantastic tool for building clear, repeatable processes. I appreciated how it let you go beyond static documentation. You could build checklist-style SOPs with conditional branches, so depending on how someone answered a question, the next step would change. This was a breakthrough for making processes usable instead of just reference material.

Since then, the platform has matured and evolved. This review is based on desk research, as I haven’t used it in production since 2020. From what I can see, Process Street has moved more toward the enterprise end of the market. Its feature set is robust and still focuses on standard operating procedures, but it’s now more focused on teams that need audit logs, SSO, granular permissions, and advanced automations. This makes it a better fit for operations or compliance-heavy teams than a casual solo user trying to build a one-off checklist.

From a B2B marketing or agency perspective, I can see its appeal. If you’re running onboarding flows, launching repeatable campaigns, or managing client delivery, Process Street still shines. The visual checklist builder is clean, and the ability to create dynamic workflows using conditional logic gives it a major edge over tools like Google Docs or Notion. That said, it’s less of a free-form thinking space than Notion, and it’s not trying to be your everything. It’s not a task manager, and it’s not a CRM. It’s best when used for what it is – a systematised way to manage recurring operations with structure and clarity.

If I were setting up internal SOPs for a service-based business again, I’d definitely look at Process Street, especially if I had multiple people running the same workflow. But for early-stage or solo teams, it may be more tool than necessary. Zapier users will appreciate that it integrates nicely into broader automation stacks. And if you’re documenting processes that need to scale across dozens of team members, Process Street gives you a serious foundation.

Create your workspace and add team members

Start by signing up for a Process Street account and creating a workspace. This will serve as your team's home base. You can invite team members and assign them different roles – typically admins, members, and guests. Each role controls what they can create, edit, or run. For most teams, you’ll want a few creators who build out the workflows and the rest as users who execute them. Once your workspace is set, you can begin building your first process.

Build a new workflow

Workflows are the core building blocks in Process Street. Click on the "New Workflow" button to start building. You’ll name the process – for example, "Client onboarding" or "Weekly campaign QA" – and begin adding steps. Each step represents an action in your process. For each step, you can add instructions, text, images, videos, and more to guide your team. You can also insert form fields like text inputs, dropdowns, and file uploads to capture structured data.

Add conditional logic to create branches

To make your workflow dynamic, use the conditional logic feature. This allows you to show or hide steps depending on responses to earlier questions. For example, if you ask, "Is this a new client?" and someone selects yes, you might show onboarding steps. If they select no, those steps remain hidden. This logic is managed through rules in the step settings. You can use multiple conditions to build complex flows without any code.

Use checklists to assign and track work

Each time someone runs a workflow, it becomes a checklist – a unique instance of that process. You can assign steps to specific users, set due dates, and leave comments. This makes it easy to collaborate and track progress on processes like launch checklists, approval flows, or service delivery. The checklist is interactive and updates in real time, so everyone can see who’s doing what. Admins can monitor all checklist runs across the workspace.

Automate actions with integrations

Process Street supports automation directly from within workflows. You can trigger external actions such as sending an email, updating a CRM, or posting to Slack. You can also start workflows based on triggers from other apps. Automation is built using a visual interface or by connecting to Zapier for broader integrations. This removes manual handoff between tools and helps reduce dropped tasks.

Track performance and scale across teams

As your team grows, Process Street supports reporting across users, workflows, and checklists. You can see completion rates, time spent per step, and identify bottlenecks. Admins can manage permissions, control visibility of workflows, and ensure that the right processes are followed consistently. The enterprise plan includes features like SSO, advanced permissions, and audit trails, which are useful for regulated industries.

Conclusion

Process Street is a modern take on process documentation and execution. It excels when you need structure, repeatability, and team collaboration around complex workflows. While it has evolved beyond its early-stage roots, it still delivers strong value for operationally focused teams. If you’re looking to scale your SOPs beyond a wiki or a checklist in Notion, it’s worth serious consideration. Especially if you want those SOPs to actually be used, tracked, and improved over time.