How To

Trainings Check out Process Street webinars, interviews and special topic trainings, and continue the conversation and learning with others who have also tuned in.

Topic	Replies	Views	Activity
About the How To category How To	0	1292	October 7, 2022
[Code Tasks] Calculate Workflow Run due date based on the Run Start Date unless a Date Form Field has a value How To dynamic-due-date , code-tasks , api	0	3	July 17, 2025
Automatically create a folder with subfolders in Sharepoint How To workflows , power-automate , sharepoint	0	532	August 3, 2023
Auto-Fill multiple form fields via Form Response link How To	0	6	June 27, 2025
Simplify Meeting Notes with Process Street How To	0	14	May 19, 2025
How to Run Workflows from Form Responses Trainings automations , forms	8	1138	April 21, 2025
Dynamically Update Data Sets! How To api , data-sets , automations	2	81	March 19, 2025
How to run Workflows on custom dates How To workflows	1	79	February 6, 2025
How to copy content easily from one checklist to another? (or merge checklists?) How To	4	111	November 8, 2024
How To use a Data Set Record ID in a Workflow Run Link to Ensure Data Accuracy How To	0	128	October 30, 2024
How to use data sets and conditional logic to supercharge your workflows How To data-sets	0	210	October 18, 2024
How to Use Data Sets to prevent data input errors and simplify task assignments How To	0	354	October 17, 2024
🤖 How to use Process Street AI Task to format your dates How To variables , ai	1	90	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	113	June 28, 2024
How to automatically create a Google Calendar meeting through Process Street & Zapier How To automations , zapier	5	952	June 15, 2024
Update existing data record How To	3	170	June 4, 2024
⚡️ How to automatically run a workflow from Excel Trainings power-automate , excel , run-links	0	3266	October 4, 2023
Automatically create a Google Calendar meeting via Process Street & Zapier How To	0	774	April 2, 2024
Integrate with Atlassian (Jira) using Process Street How To integrations	1	177	April 12, 2024
Optimise your client onboarding with AI tasks Trainings ai-tasks , client-onboarding	1	159	February 26, 2024
How to automate your IT support process Trainings automations	0	989	December 11, 2023
How to create a Table of Contents in your workflow! How To workflows , editing	1	2564	February 15, 2024
How to generate blog posts using AI Tasks Trainings ai-tasks	0	1269	October 25, 2023
How to extract Group Emails via our Public API How To api	0	389	September 28, 2023
How to convert your process documents into workflows Trainings ai , workflows	0	1488	September 8, 2023
How to delete or archive your workflow runs in bulk Trainings workflow-runs , archive , delete-runs	1	1077	August 17, 2023
How to build your workflows using AI Task Generator Trainings ai , task-generator	1	1490	August 17, 2023
Jump back to a specific task How To	1	484	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	509	August 14, 2023
How to easily manage & reassign tasks using Groups as roles How To assignments , workflows , groups , inbox	4	1288	July 26, 2023