# Process Street — Workflow Management

Process Street by Process Street, Inc. holds a panel rating of 1.5/5 from 6 AI judges (category median 2/5), as of 2026-10-15. Provenance: Rest of world; sovereignty: not determined.

- Vendor: Process Street, Inc. (https://www.process.st)
- Category: [Workflow Management](https://whats-best.ai/software/workflow-management.md)
- Provenance (editorial classification): Rest of world
- Canonical page: https://whats-best.ai/software/workflow-management/process-street
- Alternatives: https://whats-best.ai/software/workflow-management/process-street/alternatives ([markdown](https://whats-best.ai/software/workflow-management/process-street/alternatives.md))
- Data as of: 2026-10-20 · evaluated 2026-10-15 · oldest source captured 2026-10-01

**AI-generated.** Every score, rationale and verdict here is written by a panel of AI judges from public evidence — an analysis, not a hands-on test. Every fact quotes the vendor page it was read from. No score can be bought. How scores are made: https://whats-best.ai/methodology

## At a glance

- Vendor: Process Street, Inc.
- Headquarters: Not stated on the vendor’s pages as of 13 Oct 2026
- Data hosting: Not stated on the vendor’s pages as of 13 Oct 2026
- Free plan: Not stated on the vendor’s pages as of 13 Oct 2026

## The panel's verdict

Process Street, Inc. of San Francisco markets an agentic process automation platform that turns SOPs, policies and procedures into checklist workflows with forms, conditional logic, approvals, role assignments and dynamic due dates. The bench scored it strongest on process design and governance and audit (scores at 4), where the documented Users, Managers and Admins role model, task-level permissions, time-stamped logs of every action and revision restore won credit. Weakest are run reliability (scores at 2), with no public information on retries, error paths, failure alerts or a status page, and sovereignty, where legal entity jurisdiction, ownership, data residency and subprocessor exposure all read unknown and the AI providers behind the Dash and Cora agents are unnamed. On hosting and portability the judges genuinely split: the Process Owner called the private cloud option more than plain cloud, while the Operations Analyst scored it 1 as vendor-operated hosting. Integrations and connectors scores sit at 4, with native connections to Google Sheets, Slack, DocuSign, Salesforce and Jira and wider reach through middleware.

**Speaks for it:**
- Documented conditional logic, approvals with role assignments, dynamic due dates, enforced task order and restore-workflow-revision give a business owner real control over a checklist process.
- Users, Managers and Admins roles come with spelled-out permissions, including task-level permissions.
- Time-stamped logs of every action, approval records, field history and completion logs build an audit-ready trail by default.
- Native connections reach Google Sheets, Slack, DocuSign, Salesforce and Jira, with a documented API and outbound webhooks from Workflows, Data Sets and Forms.
- A private cloud option with dedicated infrastructure and tighter data-boundary choices is offered as a middle ground short of operating every software layer.

**Held against it:**
- We found no public information on retries, error paths, error workflows, failure alerting, runtime or rate limits or a public status page — and the terms reserve the right to modify or discontinue the service at any time without notice.
- Legal entity jurisdiction, ownership, data residency and subprocessor exposure all read unknown, with no public information on where workflows execute or where execution logs are stored, and unnamed AI providers behind the Dash and Cora agents.
- We found no public information on SSO, SCIM provisioning, where connector credentials are stored, separate test and production environments with publishing approval, or export of the audit trail.
- No public information on a generic HTTP step, inbound webhooks or connectors for SAP, DATEV or Microsoft Dynamics, with the multi-thousand-app reach running through Zapier, Make, Power Automate and Tray.io middleware — and the captured pages give different figures for integration breadth.
- The pricing page lists features, apps and support services but no price figures, billing unit or monthly allowance, with 'Contact sales' the only route shown to numbers.

**Best for:**
- You need recurring checklist work — employee onboarding, vendor reviews, access approvals, policy reviews — to run with owners, due dates and required fields.
- Your compliance story rests on role-based permissions and a time-stamped audit history of who did what and when.
- Your stack centers on Google Sheets, Slack, DocuSign, Salesforce or Jira, and middleware (Zapier, Make, Power Automate, Tray.io) is acceptable for wider reach.
- Vendor-operated hosting, including the private cloud option with dedicated infrastructure, meets your needs without self-hosting.

**Avoid if:**
- You need failure behavior documented — retries, error paths, failure alerting, a status page — before letting an automation run unattended or overnight.
- Your purchase requires stated data residency, a subprocessor list, or named and located AI providers before signing.
- You need an exit path for your processes — export of workflow definitions in a documented format another tool could read.
- You must see prices, a billing unit or allowances on public pages before engaging sales, since the only route shown is 'Contact sales'.

## Scores by judge and criterion

Scores out of 5, each judge scoring independently against the published rubric (v1). "n/r" = not rated: the vendor publishes no price.

| Criterion | The Process Owner | The Integration Engineer | The Operations Analyst | The Head of IT | The Data Protection Officer | The Skeptic |
| --- | --- | --- | --- | --- | --- | --- |
| Process design, forms & approvals | 2/5 | 2.5/5 | 3/5 | 2.5/5 | 3/5 | 2/5 |
| Connectors, API & on-premise reach | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| Execution, error handling & monitoring | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| Governance, credentials & audit trail | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 | 2/5 |
| Hosting options & portability | 2/5 | 1/5 | 0.5/5 | 1/5 | 1/5 | 1/5 |
| European sovereignty | 0/5 | 0/5 | 0/5 | 0.5/5 | 0.5/5 | 0.5/5 |
| Pricing transparency | n/r | n/r | n/r | n/r | n/r | n/r |
| **Weighted verdict** | **1.5/5** | **1.5/5** | **1.5/5** | **1.5/5** | **1.5/5** | **1.5/5** |

### The judges

- **The Process Owner** (v1.0): Runs purchase approvals and invoice release for a 400-person Mittelstand company. Wants approvers set by role rather than by name, a substitute when someone is on holiday, deadlines that escalate, and a process change that does not break the forty requests already in flight.
- **The Integration Engineer** (v1.0): Wires the ERP to the shop, the shop to DATEV and the CRM to everything else. Wants connectors documented by action rather than counted in logos, a generic HTTP step for the rest, an on-premise agent that reaches the SQL server without a hole in the firewall, and a failed run replayable from the step that failed.
- **The Operations Analyst** (v1.0): Is asked every Monday why invoices took eleven days. Wants a searchable execution history, cycle times per step, alerts that reach a channel rather than an unread mailbox, runtime and throughput limits published before the month-end run hits them — and to know what a loop over 5,000 rows costs in tasks.
- **The Head of IT** (v1.0): Answers for every automation a department builds without asking. Wants SSO, separate test and production, an inventory of workflows with their owners — and an exit: definitions exportable as BPMN or documented JSON, a self-hosted edition, and an engine licence that will still apply in five years.
- **The Data Protection Officer** (v1.0): Reads every workflow as a chain of transfers. Asks where the execution log keeps its copy of the payload and for how long, which subprocessors and AI model providers a step sends data to, whether payloads can be masked, and what the approval trail records about employees before the works council asks.
- **The Skeptic** (v1.0): Knows that "7,000 integrations" counts connectors nobody maintains, that "unlimited workflows" says nothing about the tasks each run consumes, and that "no-code" ends at the first API without a connector. Reads for what counts as a task, how long failed runs are kept, which model an "AI agent" step sends data to, and whether the workflows can leave the platform at all.

## European sovereignty — proven facts

Built only from facts on the vendor's own pages; a dimension we could not prove is left open, never scored as zero. Headline: not determined.

| Dimension | Finding | Points | Source |
|---|---|---|---|
| Legal entity | Not determined | — | — |
| Ownership | Not determined | — | — |
| Data residency | Not determined | — | — |
| Subprocessors | Not determined | — | — |

## Key facts

Each fact is the vendor's own statement, cited to the source page it was read from ([S*n*] → Sources).

**Compliance**
- Breach notification: yes [S3]
- Data center audit: data centers · SAS 70 [S3]
- Dispute resolution provider: free · JAMS [S3]
- Dmca policy: yes [S4]
- Dpf certified: yes · yes · yes [S3]
- Encryption in transit: yes [S3]
- EU supervisory authority: Spanish Data Protection Agency [S3]
- Ftc enforcement: US Federal Trade Commission [S3]
- GDPR legal bases: yes [S3]
- International transfer mechanisms: DPF certification · Standard Contractual Clauses [S3]
- Open source disclosures: yes [S4]
- Security features: Encryption (in transit and at rest) · Role based access and permissions · SOC 2 Type 2 · HIPAA · SAML-based single sign-on (SSO) · SCIM user provisioning · Sharing & content controls · Microsoft Active Directory integration · Data residenc… [S2]
- Sensitive information optin: yes [S3]
- UK authority: UK Information Commissioner's Office [S3]

**Data**
- Account cancellation: email · billing_portal [S4]
- Backup practice: yes [S3]
- Deletion request process: support@process.st · email · Data Deletion Request [S3]
- Privacy rights request email: support@process.st · Privacy Rights Request [S3]
- Retention policy: account active or as needed to provide services [S3]

**Integrations**
- API: yes · automate tasks · manage users · pass data from Data Sets and Workflows into other systems [S8]
- API docs: yes [S1]
- Connectors: Trigger from email · Zapier connector · Microsoft Power Automate connector · Tray.io connector · Make connector [S2]
- Make: 1500 · yes [S8]
- Make: 1500 · Make [S8]
- Native tools: Native automations connect Workflows, Forms, and Data Sets to tools like Google Sheets, Slack, DocuSign, Salesforce, and Jira [S8]
- Power automate: yes · run workflows · find and update workflow runs · trigger actions when a workflow is executed or updated · 400 [S8]
- Webhooks: Workflows · Data Sets · Forms · yes [S8]
- Zapier: 5000 · yes [S8]
- Zapier: 5000 · Zapier [S8]

**Legal**
- Address: 201 Spear Street, Suite 1100 PMB 3144, San Francisco, California 94105 [S3]
- Children age threshold: 16 [S3]
- Effective date: 2026-08-11 [S3]
- Entity: Process Street, Inc. · 201 Spear Street, #1100, PMB 3144, San Francisco, CA 94105 [S4]
- Entity name: Process Street, Inc. [S3]
- Governing law: California [S4]
- HIPAA baa: yes [S4]
- Liability cap: greater of amount paid in prior 12 months or $100 [S4]
- Policy archive: yes [S3]
- Support contact: support@process.st [S3]
- Termination rights: yes [S4]
- Terms updated: 2024-03-11 [S4]

**Pricing**
- All plans contact sales: All three plans require contacting sales; no prices listed on page [S2]
- Annual cancellation notice: 30 [S4]
- Automation actions: custom · 100 · custom [S2]
- Billing periods: monthly · annual · yes [S4]
- Currency refund: USD · no [S4]
- Dataset records: 10000 · 5000 · custom [S2]
- File storage: yes · 100 · yes · 5 · custom · yes [S2]
- Free trial: yes [S11]
- Guests: custom · 10 · custom [S2]
- Plans: Startup · Pro · Enterprise [S2]
- Public API: 50 (plan allocation unclear from layout) · unlimited [S2]
- Tasks unlimited all plans: yes [S2]
- Trial: Pro · 14 · no [S2]
- Users: custom · 5 · custom [S2]
- Workflows unlimited all plans: yes [S2]

**Product**
- Admin permissions: yes [S11]
- Admin promotion: Promote via Admin checkbox in Manage Organization menu [S11]
- AI capabilities: AI agents can monitor, improve and execute workflows within structured process context [S13]
- Analytics: Workflow analytics dashboard · Custom reports · Data sync options (e.g. Snowflake) · BI platform integration (e.g. Power BI) [S2]
- Analytics tools: Google Analytics [S3]
- API: API for custom data integration, task automation, user management, and passing Data Sets and Workflows data to other systems [S8]
- Approvals: yes [S13]
- Apps: iOS app · Android app · Slack app · Microsoft Teams app · Enterprise Grid (for Slack app) [S2]
- Audit history: yes [S13]
- Audit management: Audit management software for internal audits, evidence management and compliance [S12]
- Automations integrations: yes [S13]
- Centralized documentation: Centralize policies, audit trails, findings; version history and approvals tracked automatically [S12]
- Collaborative teams setting: Collaborative team checkbox in manage team section [S11]
- Collaborative visibility: see other users in team · see other users jobs in team · see all archived jobs and templates from all users [S11]
- Compliance proof: compliance supported via required steps, approvals, evidence fields, permissions, audit history [S13]
- Conditional logic: yes [S13]
- Cora AI agent: Cora AI compliance agent: monitors regulations, automates work, flags risks 24/7 [S1]
- Customer outcomes: 49k+ employees standardized onboarding · 30% faster documentation [S1]
- Customizations: Logo · Brand colors · Cover images and icons · Subdomain [S2]
- Dash AI training: no [S3]
- Dash data deletion: Slack and Microsoft Teams messages · workspace directory · Dash memory [S3]
- Dash integrations: HubSpot · Salesforce · Gmail · Notion · 1,000+ others [S3]
- Dash slack channel history: 30 [S3]
- Dash tenant isolation: yes · yes [S3]
- Default role: User is default state of newly invited team member [S11]
- Definition: agentic process automation platform turning SOPs, policies and operating procedures into workflows [S13]
- Deployment private cloud: Private cloud offered as middle ground with dedicated infrastructure and tighter data-boundary choices [S13]
- Docs module: policy centralization · governance for ISO 9001 · SOC 2 · SOX · FDA [S1]
- Eligibility age: 18 [S4]
- Features: Form fields & rich media · Conditional logic · Approvals · Enforced task order · Dynamic due dates · Task permissions · Role assignments · Workflow run links · Scheduled workflows · Restore workflow revision [S2]
- Feedback license: yes [S4]
- Industries: asset management · fintech · property management · healthcare · professional services · tech [S1]
- Integration count: 5000+ · yes [S13]
- Mobile ios app: yes [S4]
- Native automations: Native automations connect Workflows, Forms, and Data Sets to tools like Google Sheets, Slack, DocuSign, Salesforce, and Jira [S8]
- Onboarding template: workflow management templates and employee onboarding checklist available as starting points [S13]
- Ops module: AI-powered workflows · recurring tasks · business-critical processes [S1]
- Positioning: Compliance operations platform combining AI workflows, policies and proof [S1]
- Realtime evidence: Workflows link to document capture, approvals and task completions to build audit trail [S12]
- Reporting: completion logs, field history, comments, attachments, approval records, timestamps, dashboards showing bottlenecks [S13]
- Roles: Users, Managers, Admins [S11]
- Service modification right: yes [S4]
- Third party export: yes [S4]
- Time stamped logs: Time-stamped logs tracking every action, audit-ready by default [S12]
- Use cases: workflow · BPM · onboarding · SOP · approval [S1]
- Use cases: employee onboarding, vendor reviews, access approvals, customer handoffs, incident response, inspections, audit prep, policy reviews [S13]
- User base: 1m+ [S1]
- User content license: yes · yes [S4]
- User permissions: start jobs (checklists) · complete jobs · leave comments [S11]
- Webhooks: Native webhooks fire from Workflows, Data Sets, or Forms [S8]
- Workflow checklists: Checklists, assessments and issue tracking as workflows that log every action [S12]
- Workflow runs: yes [S13]
- Workflow templates: yes [S13]

**Support**
- API docs: yes [S8]
- Enterprise contact: yes [S1]
- Help center docs: Help center and API docs offered [S1]
- Services: Email & chat support · Workflow setup & integration services · Dedicated Success Manager · Priority support · Fully-managed workflows · Custom integrations · Bulk document import · Process consulting & health audit · Personalized team trai… [S2]

## Questions

### Is Process Street European?

No. whats-best.ai classifies Process Street as Rest of world.

### Where does Process Street store data?

Not stated on the vendor’s pages as of 13 Oct 2026.

### Does Process Street have a free plan?

Not stated on the vendor’s pages as of 13 Oct 2026.

### What are the best alternatives to Process Street?

As of 15 Oct 2026, the panel rates [Tray.ai (3/5)](https://whats-best.ai/software/workflow-management/tray-ai), [n8n (3/5)](https://whats-best.ai/software/workflow-management/n8n) and [Camunda (2.5/5)](https://whats-best.ai/software/workflow-management/camunda) highest among the other 16 Workflow Management products evaluated. Ratings that look equal are rounded to half stars; the order uses the unrounded rating, then the name. The highest-rated European alternative is [n8n](https://whats-best.ai/software/workflow-management/n8n) (EU-Made). Ratings are the AI panel’s opinion, formed from public evidence: [how scores are made](https://whats-best.ai/methodology#ordering). The full list, with European products first: [Process Street alternatives](https://whats-best.ai/software/workflow-management/process-street/alternatives).

## What this page leaves out

- 42 product facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 5 integrations facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 3 pricing facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 2 hosting facts could not be confirmed on the vendor’s page as captured and were left out of this page and of the panel’s material.
- 1 legal fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 1 subprocessors fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 1 support fact could not be confirmed on the vendor’s page as captured and was left out of this page and of the panel’s material.
- 6 of the readings below were written against an earlier fact sheet — a fact has been corrected, added or pulled since. Until the panel next runs on this product you are reading the older judgement.

## Sources

- [S1] Vendor homepage: https://www.process.st/ (checked 2026-10-13)
- [S2] Pricing page: https://www.process.st/pricing/ (checked 2026-10-13)
- [S3] Privacy policy: https://www.process.st/privacy/ (checked 2026-10-13)
- [S4] Terms of service: https://www.process.st/terms/ (checked 2026-10-13)
- [S5] Process design, forms & approvals — found from sitemap: https://www.process.st/approvals/ (checked 2026-10-13)
- [S6] Process design, forms & approvals — found from sitemap: https://www.process.st/process-design/ (checked 2026-10-13)
- [S7] Connectors, API & on-premise reach — found from sitemap: https://www.process.st/webhooks/ (checked 2026-10-13)
- [S8] Connectors, API & on-premise reach — found from sitemap: https://www.process.st/platform/integrations/ (checked 2026-10-13)
- [S9] Execution, error handling & monitoring — found from sitemap: https://www.process.st/process-monitoring/ (checked 2026-10-13)
- [S10] Execution, error handling & monitoring — found from sitemap: https://www.process.st/workflow-monitoring/ (checked 2026-10-13)
- [S11] Governance, credentials & audit trail — found from sitemap: https://www.process.st/managers-users-and-admins-how-roles-and-permissions-work-with-process-street/ (checked 2026-10-13)
- [S12] Governance, credentials & audit trail — found from sitemap: https://www.process.st/teams/audit/ (checked 2026-10-13)
- [S13] Hosting options & portability — found from sitemap: https://www.process.st/on-premise-workflow-management-software/ (checked 2026-10-13)

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Cite as: whats-best.ai, "Process Street — Workflow Management", AI panel analysis, as of 2026-10-20. https://whats-best.ai/software/workflow-management/process-street

Corrections: https://whats-best.ai/correct/562?target=page