How To

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Topic	Replies	Views	Activity
About the How To category How To	0	402	October 7, 2022
How OpenAI Is Connected To Process Street Via Zapier How To api , zapier , conditional-logic , workflows	0	169	January 31, 2023
How to use OpenAI to Generate Emails in Process Street How To workflows , api , conditional-logic , webhooks	4	2416	January 27, 2023
Taking actions on Process Street directly from Outlook How To automations	2	185	January 26, 2023
How Process Street Onboards New Customers Trainings	0	615	September 30, 2020
Using Automations How To	0	593	November 13, 2020
The Complete Guide to Customer Success eBook Trainings	0	583	September 30, 2020
Simple Versioning How To workflows , pages	0	628	June 29, 2022
Managing Large Amounts Of Conditional Logic Via A Spreadsheet How To conditional-logic , workflows , spreadsheet	0	171	January 19, 2023
How to use Data Sets How To workflows , data-sets , data-accuracy , automations , auto-fill	0	183	January 17, 2023
Assigning groups to tasks using Zapier How To assignments , api , zapier	2	379	November 18, 2022
Using conditional logic to create follow ups! How To conditional-logic	0	365	October 31, 2022
How to create a Table of Contents in your workflow! How To workflows , editing	0	366	October 31, 2022
How to Set up Conditional Logic (3 Steps) How To conditional-logic	0	409	October 7, 2022
How to use Power Automate to create automation flows How To	0	636	June 20, 2022
How to Share your Templates How To	0	610	October 15, 2020
New: Move content blocks and form fields between tasks! How To feature-release , workflows , editing	0	575	July 15, 2022
Join our first-ever virtual conference! Trainings	0	595	August 27, 2021
:studio_microphone: Stop DOING so much -- Exclusive interview with Mike Michalowicz, author of Clockwork Trainings	3	663	September 9, 2022
Turning on workflow run share links with the Process Street API How To api	1	629	June 20, 2022
Process Street CS Operations AMA How To	1	604	January 30, 2023
Issue while importing pre-built processes from our shared corporate website How To troubleshooting	1	602	August 12, 2021
AppFolio Data Used to Populate Checklists How To	16	666	December 8, 2020
Give Us Your Best or Most Pressing Question! How To	1	573	January 30, 2023
Lease Renewal processes How To	2	582	October 15, 2020
Using the Roles Feature? How To	5	589	October 7, 2020