ProcessPlan

Turn your business processes into automated workflows your whole team can run. Now with ProSeer, our AI assistant that automatically improves your business processes.

ProcessPlan is a business process management and AI automation platform that turns your team's tribal knowledge into repeatable AI powered automated workflows. Stop relying on memory and tribal knowledge — capture every process once, then run it consistently across your entire team.

Whether you're documenting how to onboard new hires, processing customer orders, executing your quarterly close, or running any other recurring procedure, ProcessPlan gives you a single place to design, deploy, automate, and oversee every workflow your business depends on.

WHAT YOU CAN DO

• Design visual processes with our drag-and-drop process diagram editor — no coding required • Assign tasks automatically to the right person at the right time • Track every active instance live, with timestamps, blockers, and progress visible at a glance • Set conditional logic, branching, and approvals to handle real-world complexity • Integrate with the tools your team already uses • Get push notifications when tasks need your attention • Generate reports on cycle times, bottlenecks, and team productivity

PROSEER — AI THAT KNOWS YOUR BUSINESS

ProSeer is ProcessPlan's built-in AI assistant. It learns from your processes, your data, and your team's actions to:

• Answer questions about your operations in plain English • Help you draft new processes from scratch or improve existing ones • Surface bottlenecks and suggest optimizations • Run analyses on the fly — no SQL or spreadsheets required

All AI processing runs on zero-data-retention API tiers, so your business data is never used to train models.

WHO USES PROCESSPLAN

• Businesses that need to scale without scaling chaos • Operations leaders documenting and automating SOPs • Service businesses delivering consistent client work • Anyone tired of asking, "How do we do that again?"

An active ProcessPlan account is required to use this app. Visit processplan.com to learn more or sign up.