How To

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Topic	Replies	Views	Activity
About the How To category How To	0	1286	October 7, 2022
Simplify Meeting Notes with Process Street How To	0	5	May 19, 2025
How to Run Workflows from Form Responses Trainings automations , forms	8	1113	April 21, 2025
Dynamically Update Data Sets! How To api , data-sets , automations	2	68	March 19, 2025
How to run Workflows on custom dates How To workflows	1	67	February 6, 2025
How to copy content easily from one checklist to another? (or merge checklists?) How To	4	99	November 8, 2024
How To use a Data Set Record ID in a Workflow Run Link to Ensure Data Accuracy How To	0	122	October 30, 2024
How to use data sets and conditional logic to supercharge your workflows How To data-sets	0	205	October 18, 2024
How to Use Data Sets to prevent data input errors and simplify task assignments How To	0	349	October 17, 2024
🤖 How to use Process Street AI Task to format your dates How To variables , ai	1	79	October 12, 2024
⚡️ How to use Process Street API to find Data Set Record using a value via Power Automate Trainings power-automate , data-sets , api	0	108	June 28, 2024
How to automatically create a Google Calendar meeting through Process Street & Zapier How To automations , zapier	5	934	June 15, 2024
Update existing data record How To	3	155	June 4, 2024
⚡️ How to automatically run a workflow from Excel Trainings power-automate , excel , run-links	0	3259	October 4, 2023
Automatically create a Google Calendar meeting via Process Street & Zapier How To	0	763	April 2, 2024
Integrate with Atlassian (Jira) using Process Street How To integrations	1	173	April 12, 2024
Optimise your client onboarding with AI tasks Trainings ai-tasks , client-onboarding	1	155	February 26, 2024
How to automate your IT support process Trainings automations	0	983	December 11, 2023
How to create a Table of Contents in your workflow! How To workflows , editing	1	2552	February 15, 2024
How to generate blog posts using AI Tasks Trainings ai-tasks	0	1265	October 25, 2023
How to extract Group Emails via our Public API How To api	0	383	September 28, 2023
How to convert your process documents into workflows Trainings ai , workflows	0	1481	September 8, 2023
How to delete or archive your workflow runs in bulk Trainings workflow-runs , archive , delete-runs	1	1071	August 17, 2023
How to build your workflows using AI Task Generator Trainings ai , task-generator	1	1483	August 17, 2023
Jump back to a specific task How To	1	478	August 17, 2023
⚡ Automatically search for/create a client folder in Google Drive and duplicate a Google template document using Process Street & Zapier How To zapier	1	497	August 14, 2023
Automatically create a folder with subfolders in Sharepoint How To workflows , power-automate , sharepoint	0	526	August 3, 2023
How to easily manage & reassign tasks using Groups as roles How To assignments , workflows , groups , inbox	4	1272	July 26, 2023
Automatically assigning Internal guests How To	1	625	July 6, 2023
How to prevent an approver from editing the approving tasks How To approval , task-permission	2	710	June 26, 2023