How To

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Topic	Replies	Views	Activity
About the How To category How To	0	1029	October 7, 2022
How to generate blog posts using AI Tasks Trainings ai-tasks	0	1051	October 25, 2023
⚡️ How to automatically run a workflow from Excel Trainings power-automate , excel , run-links	0	181	October 4, 2023
How to extract Group Emails via our Public API How To api	0	179	September 28, 2023
How to convert your process documents into workflows Trainings ai , workflows	0	228	September 8, 2023
How to delete or archive your workflow runs in bulk Trainings workflow-runs , archive , delete-runs	1	883	August 17, 2023
How to build your workflows using AI Task Generator Trainings ai , task-generator	1	1243	August 17, 2023
Jump back to a specific task How To	1	276	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	277	August 14, 2023
Automatically create a folder with subfolders in Sharepoint How To workflows , power-automate , sharepoint	0	322	August 3, 2023
How to easily manage & reassign tasks using Groups as roles How To assignments , workflows , groups , inbox	4	563	July 26, 2023
Automatically assigning Internal guests How To	1	429	July 6, 2023
How to prevent an approver from editing the approving tasks How To approval , task-permission	2	422	June 26, 2023
🚀 Automate Date Formatting with Zapier 🗓️ How To zapier	1	494	June 15, 2023
How to automatically create a Google Calendar meeting through Process Street & Zapier How To automations , zapier	2	664	May 23, 2023
How to Seamlessly Pass Assignments in Automated Workflows: Uncover the Magic! How To workflows	1	536	May 22, 2023
How to use the snippet field for automation naming convention How To workflows , case-study , workaround	1	549	May 12, 2023
How to connect the data of a single template into Power BI Trainings powerbi	0	530	May 8, 2023
The effectiveness of the Embed Widget, Email Widget, & creating a Table of Contents How To email-widget , embed-widget	0	544	May 3, 2023
How to use Looping by Zapier to Run Multiple Workflows Trainings	0	703	March 22, 2023
How OpenAI Is Connected To Process Street Via Zapier How To api , zapier , conditional-logic , workflows	0	887	January 31, 2023
How to use OpenAI to Generate Emails in Process Street How To workflows , api , conditional-logic , webhooks	4	3193	January 27, 2023
Taking actions on Process Street directly from Outlook How To automations	2	828	January 26, 2023
How Process Street Onboards New Customers Trainings	0	1239	September 30, 2020
Using Automations How To	0	1218	November 13, 2020
The Complete Guide to Customer Success eBook Trainings	0	1195	September 30, 2020
Simple Versioning How To workflows , pages	0	1318	June 29, 2022
Managing Large Amounts Of Conditional Logic Via A Spreadsheet How To conditional-logic , workflows , spreadsheet	0	842	January 19, 2023
How to use Data Sets How To workflows , data-sets , data-accuracy , automations , auto-fill	0	848	January 17, 2023
Assigning groups to tasks using Zapier How To assignments , api , zapier	2	1020	November 18, 2022