Connect Process Street to your AI agent

Productivity 5 actions available

Process Street supports creating and running checklists, SOPs, and workflows, helping teams automate recurring processes and track compliance

We set up the connection using your own Process Street account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Process Street

Each one is a real action the agent can take on its own, the same things a person clicking around Process Street could do. Read-only by default; write actions are confirmed against your policy.

  • Complete a workflow run This tool marks an entire workflow run as completed in Process Street. It first retrieves the current workflow run details, then updates the status to 'Completed' while preserving other fields like name and shared statu…
  • Create Workflow Run This tool creates a new workflow run from a specified workflow template. It is one of the most fundamental operations in Process Street, allowing users to initiate a new instance of a workflow. The tool requires a workf…
  • Find Data Set Rows Retrieves records from a Process Street data set with optional filtering by column values. Use this tool to search for specific records within a data set or to paginate through all records. Data sets are tables that sto…
  • List Workflows This tool retrieves a list of all workflows available in the Process Street account. It is a fundamental action that allows users to view and access all their workflows, which is essential for other operations that requ…
  • Undelete Workflow Run Restores a previously deleted workflow run in Process Street. Uses the POST /workflow-runs/{workflowRunId}/undelete endpoint to recover a workflow run within the valid recovery period (typically up to 30 days). Only wor…
Setup

How we connect it

  1. 1

    Connect your account

    You create a key in Process Street, a key you create and control, and paste it in once. It lives in a secrets store on your server, not with us.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Process Street questions, answered.

With a key you create and control. You paste it in once, it is stored in a secrets store on your server, permissions are scoped to the minimum the agent needs, and you can revoke it at any time.
The actions Process Street's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Process Street to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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