Process Street for AI agents
Agents read Process Street at once. Changes and sends are held for a person's approval by default.
About Process Street
Process Street supports creating and running checklists, SOPs, and workflows, helping teams automate recurring processes and track compliance
What an agent can do in Process Street
Every Process Street action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Process Street without asking first. 2 actions.
- Find Data Set RowsRetrieves 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
- List WorkflowsThis 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 o
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 3 actions.
- Complete a workflow runThis 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 na
- Create Workflow RunThis 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 to
- Undelete Workflow RunRestores 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
Changes wait in Needs you
Changes and sends in Process Street are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Process Street questions
Can an agent change data in Process Street on its own?
Not by default. Changes and sends in Process Street are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Process Street?
This connector lists 2 read actions. Reads run at once, without waiting for approval.
How does Process Street connect?
It connects with API key. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.