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About the How To category
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0
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1299
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October 7, 2022
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Process Street Now Integrates with n8n
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0
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29
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May 1, 2026
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[Data Sets] Ever thought about using Process Street as an asset register?
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0
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19
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August 21, 2025
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[Code Tasks] How to automatically send an email on a specific date
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0
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231
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August 19, 2025
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[Code Tasks] How to calculate insurance premiums
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0
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142
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August 19, 2025
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[Code Tasks] How to create looping tasks in your Workflow runs
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0
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230
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August 19, 2025
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[Code Tasks] How to Process claims due date dependent on claims submission date
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0
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223
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August 19, 2025
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[Code Tasks] How to update a parent workflow run from a child workflow run
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0
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12
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August 19, 2025
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[Code Tasks] How to Sync Jira Service Management Assets with Process Street Data Sets
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0
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334
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August 19, 2025
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[Code Tasks & Data Sets] How to create a unique reference number for Client Onboarding
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0
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156
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August 19, 2025
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[Code Tasks & AI Tasks] How to streamline an RMA Approval Process
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0
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143
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August 19, 2025
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[Code Tasks] How to Auto-generate a ticket number, extract the Run ID and auto-complete a task
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0
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26
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August 19, 2025
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[Code Tasks] How to Extract the Workflow Run ID from its URL
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0
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101
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August 19, 2025
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[Code Tasks] Automated KYC/AML Compliance Checks for New Clients
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0
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21
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August 19, 2025
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[Code Tasks] Automating job notification to Hiring Lead via Slack
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0
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117
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August 19, 2025
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[Code Tasks] How to Calculate Total Cost of Purchase
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0
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91
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August 19, 2025
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[Code Tasks] Calculate Workflow Run due date based on the Run Start Date unless a Date Form Field has a value
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0
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379
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July 17, 2025
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Automatically create a folder with subfolders in Sharepoint
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0
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552
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August 3, 2023
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Auto-Fill multiple form fields via Form Response link
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0
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22
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June 27, 2025
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Simplify Meeting Notes with Process Street
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0
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24
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May 19, 2025
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How to Run Workflows from Form Responses
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8
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1211
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April 21, 2025
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Dynamically Update Data Sets!
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2
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114
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March 19, 2025
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How to run Workflows on custom dates
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1
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96
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February 6, 2025
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How to copy content easily from one checklist to another? (or merge checklists?)
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4
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136
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November 8, 2024
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How To use a Data Set Record ID in a Workflow Run Link to Ensure Data Accuracy
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0
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146
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October 30, 2024
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How to use data sets and conditional logic to supercharge your workflows
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0
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234
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October 18, 2024
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How to Use Data Sets to prevent data input errors and simplify task assignments
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0
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368
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October 17, 2024
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🤖 How to use Process Street AI Task to format your dates
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1
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108
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October 12, 2024
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⚡️ How to use Process Street API to find Data Set Record using a value via Power Automate
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0
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134
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June 28, 2024
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How to automatically create a Google Calendar meeting through Process Street & Zapier
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5
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980
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June 15, 2024
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