How To

Topic	Replies	Views	Activity
How to Seamlessly Pass Assignments in Automated Workflows: Uncover the Magic! How To workflows	1	1700	May 22, 2023
How to use the snippet field for automation naming convention How To workflows , case-study , workaround	1	724	May 12, 2023
How to connect the data of a single template into Power BI Trainings powerbi	0	727	May 8, 2023
The effectiveness of the Embed Widget, Email Widget, & creating a Table of Contents How To email-widget , embed-widget	0	687	May 3, 2023
How to use Looping by Zapier to Run Multiple Workflows Trainings	0	1652	March 22, 2023
How OpenAI Is Connected To Process Street Via Zapier How To api , zapier , conditional-logic , workflows	0	1087	January 31, 2023
How to use OpenAI to Generate Emails in Process Street How To workflows , api , conditional-logic , webhooks	4	3451	January 27, 2023
Taking actions on Process Street directly from Outlook How To automations	2	987	January 26, 2023
How Process Street Onboards New Customers Trainings	0	1387	September 30, 2020
Using Automations How To	0	1354	November 13, 2020
The Complete Guide to Customer Success eBook Trainings	0	1325	September 30, 2020
Simple Versioning How To workflows , pages	0	1484	June 29, 2022
Managing Large Amounts Of Conditional Logic Via A Spreadsheet How To conditional-logic , workflows , spreadsheet	0	1014	January 19, 2023
How to use Data Sets How To workflows , data-sets , data-accuracy , automations , auto-fill	0	1047	January 17, 2023
Assigning groups to tasks using Zapier How To assignments , api , zapier	2	1183	November 18, 2022
Using conditional logic to create follow ups! How To conditional-logic	0	1148	October 31, 2022
How to Set up Conditional Logic (3 Steps) How To conditional-logic	0	1184	October 7, 2022
How to use Power Automate to create automation flows How To	0	1355	June 20, 2022
How to Share your Templates How To	0	1305	October 15, 2020
New: Move content blocks and form fields between tasks! How To feature-release , workflows , editing	0	1357	July 15, 2022
Join our first-ever virtual conference! Trainings	0	1303	August 27, 2021
:studio_microphone: Stop DOING so much -- Exclusive interview with Mike Michalowicz, author of Clockwork Trainings	3	1500	September 9, 2022
Turning on workflow run share links with the Process Street API How To api	1	1392	June 20, 2022
Process Street CS Operations AMA How To	1	1279	January 30, 2023
Issue while importing pre-built processes from our shared corporate website How To troubleshooting	1	1296	August 12, 2021
AppFolio Data Used to Populate Checklists How To	16	1456	December 8, 2020
Give Us Your Best or Most Pressing Question! How To	1	1257	January 30, 2023
Lease Renewal processes How To	2	1266	October 15, 2020
Using the Roles Feature? How To	5	1268	October 7, 2020