# \#workflows **URL:** https://community.process.st/tag/workflows/45.md [Latest](https://community.process.st/latest.md) · [Categories](https://community.process.st/categories.md) · [Tags](https://community.process.st/tags.md) --- ## [Demo: Continuous improvement for Process Street workflows](https://community.process.st/t/demo-continuous-improvement-for-process-street-workflows/2001)
**Author:** [@vinay](https://community.process.st/u/vinay)\ **Replies:** 0\ **Last updated:** [May 25, 2026, 10:01pm UTC](https://community.process.st/t/demo-continuous-improvement-for-process-street-workflows/2001 "2026-05-25T22:01:11Z")
We have been testing a prototype that looks for improvement opportunities inside Process Street workflows. In this Loom, Abdul walks through a simple employee onboarding workflow and shows how the prototype uses three s… --- ## [Multi-File Upload is Here! 🎉](https://community.process.st/t/multi-file-upload-is-here/1954)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [January 12, 2026, 9:19am UTC](https://community.process.st/t/multi-file-upload-is-here/1954 "2026-01-12T09:19:40Z")
We’ve improved the file upload widget so that you can now attach several documents, images, or evidence files at once. You can upload 10 files at a time, up to a maximum of 100 files. You can extract the text of… --- ## [📅 Default Values Are Now Available for Date Form Fields](https://community.process.st/t/default-values-are-now-available-for-date-form-fields/1940)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [November 17, 2025, 2:46pm UTC](https://community.process.st/t/default-values-are-now-available-for-date-form-fields/1940 "2025-11-17T14:46:18Z")
Save time by skipping manual date field entry by using default values in your date form fields. You can pull dynamic values from Data Sets or other parts of your workflow using variables in the date field settings. D… --- ## [\[Code Tasks\] How to automatically send an email on a specific date](https://community.process.st/t/code-tasks-how-to-automatically-send-an-email-on-a-specific-date/1922)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:28am UTC](https://community.process.st/t/code-tasks-how-to-automatically-send-an-email-on-a-specific-date/1922 "2025-08-19T09:28:29Z")
Brenda has another great example of how to use Code Tasks to automatically send an email on a specific date. This example uses multiple Process Street features such as (custom notifications, run via email, automatical… --- ## [\[Code Tasks\] How to calculate insurance premiums](https://community.process.st/t/code-tasks-how-to-calculate-insurance-premiums/1921)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:24am UTC](https://community.process.st/t/code-tasks-how-to-calculate-insurance-premiums/1921 "2025-08-19T09:24:28Z")
Brenda walks you through how you can calculate insurance premiums in your workflows using Code Tasks. Depending on the insured age, insured amount, health factor, the code task will automatically calculate the insuran… --- ## [\[Code Tasks\] How to create looping tasks in your Workflow runs](https://community.process.st/t/code-tasks-how-to-create-looping-tasks-in-your-workflow-runs/1920)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:22am UTC](https://community.process.st/t/code-tasks-how-to-create-looping-tasks-in-your-workflow-runs/1920 "2025-08-19T09:22:44Z")
Brenda walks you through an example of how to loop tasks in your workflow runs, using Code Tasks. The flow: WFR action task completion \> Code task clears out form field data and changes task status to NotCompleted \> … --- ## [\[Code Tasks\] How to Process claims due date dependent on claims submission date](https://community.process.st/t/code-tasks-how-to-process-claims-due-date-dependent-on-claims-submission-date/1919)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:19am UTC](https://community.process.st/t/code-tasks-how-to-process-claims-due-date-dependent-on-claims-submission-date/1919 "2025-08-19T09:19:46Z")
Brenda walks you through how to Process claims due date dependent on a claim submission date, using Code Tasks. The details: The processing task due date depends on the submission date and internal cut off date (e.g.… --- ## [\[Code Tasks\] How to Sync Jira Service Management Assets with Process Street Data Sets](https://community.process.st/t/code-tasks-how-to-sync-jira-service-management-assets-with-process-street-data-sets/1917)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:10am UTC](https://community.process.st/t/code-tasks-how-to-sync-jira-service-management-assets-with-process-street-data-sets/1917 "2025-08-19T09:10:03Z")
Here’s an example from Blake of how you can use Data Sets and Code Tasks to keep data in your workflows up to date. The flow: Task Checked in Process Street \> Pulls Assets from Jira Service Management \> Parses Asset … --- ## [\[Code Tasks & AI Tasks\] How to streamline an RMA Approval Process](https://community.process.st/t/code-tasks-ai-tasks-how-to-streamline-an-rma-approval-process/1915)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 9:04am UTC](https://community.process.st/t/code-tasks-ai-tasks-how-to-streamline-an-rma-approval-process/1915 "2025-08-19T09:04:16Z")
Here’s how you can use Code Tasks and an AI tasks together to perform mathematical calculations and an AI to generate a summary for a return merchandise authorization. Based on problem details entered during an RMA, t… --- ## [\[Code Tasks\] How to Extract the Workflow Run ID from its URL](https://community.process.st/t/code-tasks-how-to-extract-the-workflow-run-id-from-its-url/1913)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:57am UTC](https://community.process.st/t/code-tasks-how-to-extract-the-workflow-run-id-from-its-url/1913 "2025-08-19T08:57:59Z")
Brenda shows you how to extract the workflow run ID using a Code Task which can be used in another code task or another integration or API call. --- ## [\[Code Tasks\] Automated KYC/AML Compliance Checks for New Clients](https://community.process.st/t/code-tasks-automated-kyc-aml-compliance-checks-for-new-clients/1912)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:55am UTC](https://community.process.st/t/code-tasks-automated-kyc-aml-compliance-checks-for-new-clients/1912 "2025-08-19T08:55:05Z")
Here’s another Code Task example where I walk you through how to set up compliance checks using a Code Task in your workflow. KYC/AML is the process of verifying customer identities and monitoring transactions to prev… --- ## [\[Code Tasks\] Automating job notification to Hiring Lead via Slack](https://community.process.st/t/code-tasks-automating-job-notification-to-hiring-lead-via-slack/1911)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:52am UTC](https://community.process.st/t/code-tasks-automating-job-notification-to-hiring-lead-via-slack/1911 "2025-08-19T08:52:55Z")
Jessica walks you through how to notify the correct hiring lead based on a selection made during the recruitment process. This notification includes the job details, and the designated hiring lead receives the message vi… --- ## [\[Code Tasks\] How to Calculate Total Cost of Purchase](https://community.process.st/t/code-tasks-how-to-calculate-total-cost-of-purchase/1910)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [August 19, 2025, 8:51am UTC](https://community.process.st/t/code-tasks-how-to-calculate-total-cost-of-purchase/1910 "2025-08-19T08:51:10Z")
Denisse walks you through how to Calculate Purchase costs using a Code Task. When en email is sent with an order request, the workflow is ran, variables pass over the information from the email to the run, AI Task parse… --- ## [When to Trigger a Workflow vs Keep It in the Master](https://community.process.st/t/when-to-trigger-a-workflow-vs-keep-it-in-the-master/1909)
**Author:** [@Abdul\_Al-Nachawati](https://community.process.st/u/Abdul_Al-Nachawati)\ **Replies:** 0\ **Last updated:** [August 14, 2025, 3:40pm UTC](https://community.process.st/t/when-to-trigger-a-workflow-vs-keep-it-in-the-master/1909 "2025-08-14T15:40:28Z")
Hello, I’m Abdul, and I work on the sales team at Process Street. I was recently talking to a customer who was asking me about this - when I should keep it in the master, and I decided to create a quick community post fo… --- ## [📄 Feature Update: Extract Text from Uploaded Files](https://community.process.st/t/feature-update-extract-text-from-uploaded-files/1904)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [July 24, 2025, 12:50pm UTC](https://community.process.st/t/feature-update-extract-text-from-uploaded-files/1904 "2025-07-24T12:50:07Z")
You can now automatically pull plain text from uploaded PDFs, Word docs, and text files, and plug it straight into your workflows. :link: This opens up tons of automation opportunities, like: Extracting structured d… --- ## [Automatically create a folder with subfolders in Sharepoint](https://community.process.st/t/automatically-create-a-folder-with-subfolders-in-sharepoint/645)
**Author:** [@beth](https://community.process.st/u/beth)\ **Replies:** 0\ **Last updated:** [August 3, 2023, 4:41pm UTC](https://community.process.st/t/automatically-create-a-folder-with-subfolders-in-sharepoint/645 "2023-08-03T16:41:33Z")
Did you know that when you mark a task complete in Process Street, a folder with subfolders could automatically be created in Sharepoint using Power Automate? This means no more hassle of manually organizing files! Plus,… --- ## [Using Code Tasks to Filter Dropdowns Without the Conditional Logic Chaos](https://community.process.st/t/using-code-tasks-to-filter-dropdowns-without-the-conditional-logic-chaos/1875)
**Author:** [@kdesilva](https://community.process.st/u/kdesilva)\ **Replies:** 0\ **Last updated:** [April 22, 2025, 5:18pm UTC](https://community.process.st/t/using-code-tasks-to-filter-dropdowns-without-the-conditional-logic-chaos/1875 "2025-04-22T17:18:11Z")
Process Street doesn’t support native dynamic filtering for dropdowns based on earlier selections. That’s fine for simple workflows. But it’s a problem when you’re dealing with large data sets, clients, or product catego… --- ## [🧪 Preview is now available to everyone!](https://community.process.st/t/preview-is-now-available-to-everyone/1854)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [April 8, 2025, 8:21am UTC](https://community.process.st/t/preview-is-now-available-to-everyone/1854 "2025-04-08T08:21:32Z")
We’re excited to announce that the Preview :test\_tube: feature is now available to everyone using Process Street—effective immediately! (Previously, this was only available on Enterprise plans.) With Preview, you can te… --- ## [New Feature - Code Tasks 🎉](https://community.process.st/t/new-feature-code-tasks/1837)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 1\ **Last updated:** [March 19, 2025, 4:24am UTC](https://community.process.st/t/new-feature-code-tasks/1837 "2025-03-19T04:24:48Z")
:wave: Calling all Process Street partners! :mega: We’re commencing rollout today for Code Tasks - this is an Enterprise plan feature that we’re starting to roll out to customers (and yourselves) today. If you haven’t … --- ## [How to run Workflows on custom dates](https://community.process.st/t/how-to-run-workflows-on-custom-dates/1824)
**Author:** [@Jessica\_Osorio](https://community.process.st/u/Jessica_Osorio)\ **Replies:** 1\ **Last updated:** [February 6, 2025, 9:04pm UTC](https://community.process.st/t/how-to-run-workflows-on-custom-dates/1824 "2025-02-06T21:04:17Z")
Hello Community! Ever needed to run a workflow not on a specific day of the month but on something like the third Friday, or a few days before the first Thursday of the month? In this video, we’ll show you how to set u… --- ## [🎉 Say Hello to The New & Improved Workflow Editor!](https://community.process.st/t/say-hello-to-the-new-improved-workflow-editor/1814)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [December 6, 2024, 10:40am UTC](https://community.process.st/t/say-hello-to-the-new-improved-workflow-editor/1814 "2024-12-06T10:40:08Z")
Making workflows work for you just got easier! These updates let you customize, optimize, and refine your workflows faster than ever. From editing task names in the content panel to bulk updating task permissions, we’ve… --- ## [How to use AI Task: Analyzing Calls and Pulling Insights](https://community.process.st/t/how-to-use-ai-task-analyzing-calls-and-pulling-insights/1048)
**Author:** [@Lincoln\_bauduin](https://community.process.st/u/Lincoln_bauduin)\ **Replies:** 1\ **Last updated:** [October 12, 2024, 1:53pm UTC](https://community.process.st/t/how-to-use-ai-task-analyzing-calls-and-pulling-insights/1048 "2024-10-12T13:53:56Z")
:movie\_camera: Check out this quick video where I walk through how this AI-driven workflow is transforming how we handle discovery call transcripts: Automated Insights: AI pulls in transcripts, analyzes them, and ins… --- ## [✨ ICYMI: We've upgraded Process AI & added a couple of great new features!](https://community.process.st/t/icymi-weve-upgraded-process-ai-added-a-couple-of-great-new-features/1036)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 0\ **Last updated:** [September 11, 2024, 9:10am UTC](https://community.process.st/t/icymi-weve-upgraded-process-ai-added-a-couple-of-great-new-features/1036 "2024-09-11T09:10:27Z")
:wave:t4: Hi all! We’ve made some great improvements to our :sparkles: Process AI :sparkles: features, so if it’s been a while since you checked them out, or if you’re new to Process Street, now’s a great time to go tak… --- ## [Introducing Process AI: Revolutionizing Workflow Management with AI](https://community.process.st/t/introducing-process-ai-revolutionizing-workflow-management-with-ai/599)
**Author:** [@kashish1](https://community.process.st/u/kashish1)\ **Replies:** 11\ **Last updated:** [May 15, 2024, 12:11am UTC](https://community.process.st/t/introducing-process-ai-revolutionizing-workflow-management-with-ai/599 "2024-05-15T00:11:58Z")
Happy Tuesday everyone :wave: We’ve got some exciting news to share… We’ve just launched Process AI on Product Hunt and we’d love it if you could show us some support! Head over there and take a look, and please pos… --- ## [Our Make App Just Got a Whole Lot Better!](https://community.process.st/t/our-make-app-just-got-a-whole-lot-better/545)
**Author:** [@Ellie](https://community.process.st/u/Ellie)\ **Replies:** 2\ **Last updated:** [March 7, 2024, 12:35pm UTC](https://community.process.st/t/our-make-app-just-got-a-whole-lot-better/545 "2024-03-07T12:35:31Z")
If you use Make for integrations, we have good news for you! We’ve taken control of our app and improved how you interact with your Workflows, Workflow runs, tasks and form fields. What’s new? Select your Workflows,… --- ## [How to create a Table of Contents in your workflow!](https://community.process.st/t/how-to-create-a-table-of-contents-in-your-workflow/483)
**Author:** [@beth](https://community.process.st/u/beth)\ **Replies:** 1\ **Last updated:** [February 15, 2024, 8:02pm UTC](https://community.process.st/t/how-to-create-a-table-of-contents-in-your-workflow/483 "2024-02-15T20:02:07Z")
Have a long workflow and want to simply jump to different tasks or headings instead of scroll? Watch this video for instructions on how to set up a Table of Contents throughout the workflow for easy navigation. --- ## [Conditional Logic Feedback](https://community.process.st/t/conditional-logic-feedback/452)
**Author:** [@Jackie](https://community.process.st/u/Jackie)\ **Replies:** 4\ **Last updated:** [January 18, 2024, 11:36am UTC](https://community.process.st/t/conditional-logic-feedback/452 "2024-01-18T11:36:58Z")
Hey there! We’re working on improvements to conditional logic and would love to get feedback from you! Let me know what you are trying to accomplish and what challenges you are currently facing. Thank you! --- ## [Introducing Custom Notifications](https://community.process.st/t/introducing-custom-notifications/706)
**Author:** [@monica.t](https://community.process.st/u/monica.t)\ **Replies:** 5\ **Last updated:** [December 7, 2023, 12:44pm UTC](https://community.process.st/t/introducing-custom-notifications/706 "2023-12-07T12:44:45Z")
With custom notifications, you can send automatic reminders to task or workflow run assignees, or any stakeholders interested in being notified about the workflow run’s progress. You can schedule the alerts to go out: … --- ## [How to convert your process documents into workflows](https://community.process.st/t/how-to-convert-your-process-documents-into-workflows/681)
**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")
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… --- ## [How to use AI Task: Parsing with run via email automation](https://community.process.st/t/how-to-use-ai-task-parsing-with-run-via-email-automation/680)
**Author:** [@Madison\_Haun](https://community.process.st/u/Madison_Haun)\ **Replies:** 0\ **Last updated:** [September 7, 2023, 5:55pm UTC](https://community.process.st/t/how-to-use-ai-task-parsing-with-run-via-email-automation/680 "2023-09-07T17:55:11Z")
Hey everyone! I wanted to share some exciting news with you all about our latest presentation on AI Task: Parsing with run by email. In this presentation, I walk you through the process of how to efficiently extract val… [Next page](https://community.process.st/tag/workflows/45.md?match_all_tags=true&page=1&tags%5B%5D=workflows)