# Trainings

**URL:** https://community.process.st/c/how-to/trainings/20.md

[Latest](https://community.process.st/latest.md) · [Categories](https://community.process.st/categories.md) · [Tags](https://community.process.st/tags.md)

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## [About the Trainings category](https://community.process.st/t/about-the-trainings-category/468)

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**Author:** [@Anne\_Perry](https://community.process.st/u/Anne_Perry)\
**Replies:** 0

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

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## [How to Run Workflows from Form Responses](https://community.process.st/t/how-to-run-workflows-from-form-responses/771)

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**Author:** [@monica.t](https://community.process.st/u/monica.t)\
**Replies:** 8\
**Last updated:** [April 21, 2025, 11:00pm UTC](https://community.process.st/t/how-to-run-workflows-from-form-responses/771 "2025-04-21T23:00:53Z")

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Hey, there Community! :wave: If you’ve created some forms, here’s how you can take them to the next level. If you haven’t yet, this is your sign to get started! :nerd\_face: Watch this 4-minute video to learn how you ca…

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## [⚡️ How to use Process Street API to find Data Set Record using a value via Power Automate](https://community.process.st/t/how-to-use-process-street-api-to-find-data-set-record-using-a-value-via-power-automate/951)

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**Author:** [@Brenda\_Chan](https://community.process.st/u/Brenda_Chan)\
**Replies:** 0\
**Last updated:** [June 28, 2024, 10:20am UTC](https://community.process.st/t/how-to-use-process-street-api-to-find-data-set-record-using-a-value-via-power-automate/951 "2024-06-28T10:20:06Z")

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Hey Process Streeters! Did you know that Process Street has API endpoints for Data Sets? Check them out here. You can list Data Set records based on a Data Set, get the Data Set record based on the Record ID, and more. I…

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## [⚡️ How to automatically run a workflow from Excel](https://community.process.st/t/how-to-automatically-run-a-workflow-from-excel/698)

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**Author:** [@Brenda\_Chan](https://community.process.st/u/Brenda_Chan)\
**Replies:** 0\
**Last updated:** [October 4, 2023, 11:30am UTC](https://community.process.st/t/how-to-automatically-run-a-workflow-from-excel/698 "2023-10-04T11:30:09Z")

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In many organizations, different teams often use distinct tools tailored to their specific needs. For instance, while the Finance Team might prefer Excel for its robust data manipulation capabilities, the Operations Team…

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## [Optimise your client onboarding with AI tasks](https://community.process.st/t/optimise-your-client-onboarding-with-ai-tasks/810)

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**Author:** [@monica.t](https://community.process.st/u/monica.t)\
**Replies:** 1\
**Last updated:** [February 26, 2024, 1:03pm UTC](https://community.process.st/t/optimise-your-client-onboarding-with-ai-tasks/810 "2024-02-26T13:03:12Z")

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Hello! Let’s talk about client onboarding and automations today. :gear: If you get your client onboarding right, you can create a lasting first impression and start on a great note! Furthermore, if you work with intern…

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## [How to automate your IT support process](https://community.process.st/t/how-to-automate-your-it-support-process/743)

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**Author:** [@monica.t](https://community.process.st/u/monica.t)\
**Replies:** 0\
**Last updated:** [December 11, 2023, 11:38am UTC](https://community.process.st/t/how-to-automate-your-it-support-process/743 "2023-12-11T11:38:31Z")

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Hello Community! :slight\_smile: With our latest Zapier updates, you can automatically complete tasks in your workflow runs as soon as you finish work in other apps. :robot: Here’s how you can integrate Process Street w…

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## [How to generate blog posts using AI Tasks](https://community.process.st/t/how-to-generate-blog-posts-using-ai-tasks/709)

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**Author:** [@monica.t](https://community.process.st/u/monica.t)\
**Replies:** 0\
**Last updated:** [October 25, 2023, 11:10am UTC](https://community.process.st/t/how-to-generate-blog-posts-using-ai-tasks/709 "2023-10-25T11:10:25Z")

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Hello Community! I have an exciting tutorial for everyone who publishes blog posts on their websites. And for those who’ve been planning to start their company blog, here’s the headstart you need! You can use AI Task’s…

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## [How to convert your process documents into workflows](https://community.process.st/t/how-to-convert-your-process-documents-into-workflows/681)

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**Author:** [@monica.t](https://community.process.st/u/monica.t)\
**Replies:** 0\
**Last updated:** [September 8, 2023, 12:23pm UTC](https://community.process.st/t/how-to-convert-your-process-documents-into-workflows/681 "2023-09-08T12:23:55Z")

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Hello Community! Do you ever wish you could just convert your process documents into functional workflows? Well, we have built a magic tool to make your wish come true! You can now upload your process documents in Proc…

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## [How to delete or archive your workflow runs in bulk](https://community.process.st/t/how-to-delete-or-archive-your-workflow-runs-in-bulk/647)

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**Author:** [@monica.t](https://community.process.st/u/monica.t)\
**Replies:** 1\
**Last updated:** [August 17, 2023, 10:38pm UTC](https://community.process.st/t/how-to-delete-or-archive-your-workflow-runs-in-bulk/647 "2023-08-17T22:38:49Z")

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Hello Community! We’re excited to introduce a quick, easy way to declutter your active workflow runs! Now, you can select multiple runs from your Reports dashboard, allowing you to archive or delete them all at once. …

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## [How to build your workflows using AI Task Generator](https://community.process.st/t/how-to-build-your-workflows-using-ai-task-generator/658)

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**Author:** [@monica.t](https://community.process.st/u/monica.t)\
**Replies:** 1\
**Last updated:** [August 17, 2023, 10:35pm UTC](https://community.process.st/t/how-to-build-your-workflows-using-ai-task-generator/658 "2023-08-17T22:35:19Z")

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Hello Community! :wave: Do you find yourself spending hours building out perfect workflows? If yes, we’ve got you a magic button that can make your job so much easier! :star\_struck: First, all you need to do is ensure …

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## [How to connect the data of a single template into Power BI](https://community.process.st/t/how-to-connect-the-data-of-a-single-template-into-power-bi/579)

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**Author:** [@Brianna\_Lutz1](https://community.process.st/u/Brianna_Lutz1)\
**Replies:** 0\
**Last updated:** [May 8, 2023, 2:02pm UTC](https://community.process.st/t/how-to-connect-the-data-of-a-single-template-into-power-bi/579 "2023-05-08T14:02:22Z")

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For those of you that use or are interested in using Power BI, here is a video that explains how you can connect the data from Process Street to it. What is Power BI? Power BI is a business analytics service provided…

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## [How to use Looping by Zapier to Run Multiple Workflows](https://community.process.st/t/how-to-use-looping-by-zapier-to-run-multiple-workflows/548)

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**Author:** [@blake](https://community.process.st/u/blake)\
**Replies:** 0\
**Last updated:** [March 22, 2023, 2:51pm UTC](https://community.process.st/t/how-to-use-looping-by-zapier-to-run-multiple-workflows/548 "2023-03-22T14:51:28Z")

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## [How Process Street Onboards New Customers](https://community.process.st/t/how-process-street-onboards-new-customers/25)

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**Author:** [@blake](https://community.process.st/u/blake)\
**Replies:** 0\
**Last updated:** [September 30, 2020, 8:39pm UTC](https://community.process.st/t/how-process-street-onboards-new-customers/25 "2020-09-30T20:39:42Z")

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Want to know the tips and tricks that we use here at Process Street? Check out this article on how to onboard new clients to your SaaS company.

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## [The Complete Guide to Customer Success eBook](https://community.process.st/t/the-complete-guide-to-customer-success-ebook/26)

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**Author:** [@blake](https://community.process.st/u/blake)\
**Replies:** 0\
**Last updated:** [September 30, 2020, 8:42pm UTC](https://community.process.st/t/the-complete-guide-to-customer-success-ebook/26 "2020-09-30T20:42:02Z")

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Have you used this eBook to design your Customer Success strategy? Use this free eBook created by the Process Street Marketing team to create or re-imagine how you manage your customers. This is required reading for all…

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## [Join our first-ever virtual conference!](https://community.process.st/t/join-our-first-ever-virtual-conference/311)

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**Author:** [@Ellie](https://community.process.st/u/Ellie)\
**Replies:** 0\
**Last updated:** [August 27, 2021, 4:37pm UTC](https://community.process.st/t/join-our-first-ever-virtual-conference/311 "2021-08-27T16:37:45Z")

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Hi there community friends :wave: happy Friday! We’ve got some exciting news to share with you… September 22nd from 12-5pm EST, we’re holding our first ever virtual conference called Highway, and you’re invited! It’s …

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## [🎙 Stop DOING so much -- Exclusive interview with Mike Michalowicz, author of Clockwork](https://community.process.st/t/stop-doing-so-much-exclusive-interview-with-mike-michalowicz-author-of-clockwork/470)

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**Author:** [@Anne\_Perry](https://community.process.st/u/Anne_Perry)\
**Replies:** 3\
**Last updated:** [September 9, 2022, 9:32pm UTC](https://community.process.st/t/stop-doing-so-much-exclusive-interview-with-mike-michalowicz-author-of-clockwork/470 "2022-09-09T21:32:06Z")

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If you lead a team and any of this is true… You are working hard but not experiencing the momentum you expect Too much of your work is reactive versus proactive You’re putting in what feels like non-stop hours w…
