Top Sites>Process Street | Compliance Operations Platform

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# Process Street

> Process Street is a Compliance Operations Platform that combines document management (Docs), workflow automation (Ops), and AI-powered compliance monitoring (Cora) to help organizations systemize execution and prove compliance. Used by 3,000+ companies including Salesforce, Cisco, and the Government of Canada.

Process Street serves teams in operations, compliance, HR, finance, IT, and customer management across industries including financial services, healthcare, manufacturing, and real estate. The platform is SOC 2 Type II and ISO 27001 certified, HIPAA compliant (BAA available), GDPR and CCPA compliant, with data residency options in the US, EU, UK, Canada, Australia, and UAE. Plans include Startup, Pro, and Enterprise tiers with a 14-day free Pro trial. The REST API is available on all plans. An MCP Server is available for AI agent integration.

## Products

- [Docs](https://www.process.st/product/docs/): Document management with version control, approvals, acknowledgments, and audit trails for policies and compliance documentation
- [Ops](https://www.process.st/product/ops/): Workflow automation for repeatable business processes with task assignment, conditional logic, forms, and reporting
- [Cora AI](https://www.process.st/product/cora/): AI compliance and risk monitoring agent providing automated audit readiness and risk detection

## Platform Features

- [Process AI](https://www.process.st/platform/ai/): AI capabilities within workflows including AI tasks, content generation, and intelligent automation
- [Automations](https://www.process.st/platform/automations/): Native workflow automations triggered by events, schedules, or conditions
- [Analytics](https://www.process.st/platform/analytics/): Workflow performance dashboards, reporting, and operational insights
- [Apps](https://www.process.st/platform/apps/): Extension apps for enhanced workflow functionality
- [Integrations](https://www.process.st/platform/integrations/): Connect with Salesforce, Slack, Microsoft Teams, Jira, and 5,000+ apps via Zapier, Make, and Power Automate

## Getting Started

- [Getting Started Guide](https://www.process.st/help/docs/getting-started/): Initial setup, onboarding, and creating your first workflow
- [Workflows vs Pages](https://www.process.st/help/docs/difference-workflows-pages/): Understanding the two core content types — dynamic workflows for processes and static pages for documentation
- [Making Workflows](https://www.process.st/help/docs/making-workflows/): How to create, configure, and manage workflow templates
- [Pages](https://www.process.st/help/docs/pages/): Creating static documentation pages for policies, guides, and reference material
- [Forms](https://www.process.st/help/docs/forms/): Building data collection forms with conditional logic and linked dropdowns
- [Data Sets](https://www.process.st/help/docs/data-sets/): Structured data records usable across workflows and forms

## Documentation

- [Help Center](https://www.process.st/help/): Full knowledge base with guides, tutorials, and troubleshooting
- [Process AI Docs](https://www.process.st/help/kb/process-ai/): AI features documentation including AI tasks and content generation
- [Automations & Integrations](https://www.process.st/help/kb/integrations/): Setting up workflow automations and third-party integrations
- [Data Set Automations](https://www.process.st/help/docs/data-set-automations/): Automating data set operations
- [Forms Automations](https://www.process.st/help/docs/forms-automations/): Automating form-based workflows
- [Reports & Analytics](https://www.process.st/help/kb/reports-analytics/): Using dashboards and generating reports
- [Security & Compliance](https://www.process.st/help/kb/security/): Platform security features, GDPR, HIPAA, and compliance documentation
- [Permissions](https://www.process.st/help/kb/permissions/): User roles, access control, and permission management
- [Organization Management](https://www.process.st/help/kb/organization-management/): Managing teams, groups, billing, and organization settings

## API & Developer

- [API Guide](https://www.process.st/help/docs/process-street-api/): Getting started with the Process Street API including authentication and examples
- [API Reference](https://public-api.process.st/api/v1.1/docs/index.html): REST API reference for workflows, tasks, form fields, data sets, users, and webhooks
- [OpenAPI Spec](https://public-api.process.st/api/v1.1/docs/docs.yaml): Machine-readable OpenAPI 3.1 specification
- [MCP Server](https://www.process.st/help/docs/mcp-server/): Model Context Protocol server for AI agent integration with Claude, ChatGPT, and Microsoft Copilot
- [Enterprise Reporting API](https://www.process.st/help/enterprise-reporting-api/): BI integration API for enterprise analytics (Enterprise plan only)

## Use Cases

- [Employee Onboarding](https://www.process.st/employee-onboarding-software/): Automated employee onboarding workflows
- [Client Onboarding](https://www.process.st/client-onboarding-software/): Client onboarding and customer success processes
- [ISO Compliance](https://www.process.st/iso-compliance-software/): ISO 9001, ISO 27001, and other standards compliance management
- [Quality Tracking](https://www.process.st/quality-tracking-software/): Quality management and tracking workflows
- [Document Control](https://www.process.st/document-control-software/): Document lifecycle management and version control
- [Custom Workflows](https://www.process.st/custom-workflows/): Build workflows tailored to any business process
- [All Use Cases](https://www.process.st/use-cases/): Complete directory of compliance and operations use cases

## Solutions by Team

- [Operations](https://www.process.st/teams/operations/): Workflow automation for operations teams
- [Compliance](https://www.process.st/teams/compliance/): Compliance management and audit readiness
- [Human Resources](https://www.process.st/teams/human-resources/): Employee onboarding, offboarding, and HR processes
- [Finance](https://www.process.st/teams/finance/): Financial process automation and controls
- [IT & Security](https://www.process.st/teams/it-security/): IT operations and security compliance workflows
- [Customer Management](https://www.process.st/teams/customer-management/): Client onboarding and customer success workflows
- [All Teams](https://www.process.st/teams/): Complete list of team solutions

## Solutions by Industry

- [Financial Services](https://www.process.st/industries/financial-services/): Compliance and operations for banking, insurance, and financial firms
- [Healthcare](https://www.process.st/industries/healthcare/): HIPAA-compliant healthcare process management
- [Manufacturing](https://www.process.st/industries/manufacturing/): Quality management and production workflows
- [Real Estate](https://www.process.st/industries/real-estate/): Property management and transaction workflows
- [Professional Services](https://www.process.st/industries/consulting/): Client delivery and engagement workflows
- [Technology](https://www.process.st/industries/tech/): Engineering and product development workflows
- [All Industries](https://www.process.st/industries/): Complete list of industry solutions

## Pricing & Plans

- [Pricing](https://www.process.st/pricing/): Startup, Pro, and Enterprise plans with 14-day free Pro trial. Also available on AWS Marketplace
- [Enterprise](https://www.process.st/enterprise/): Private cloud, data residency, custom integrations, and dedicated support

## Security & Trust

- [Security](https://www.process.st/security/): SOC 2 Type II, ISO 27001, TLS 1.2+, AWS-hosted infrastructure, and penetration testing
- [Compliance](https://www.process.st/compliance/): HIPAA (BAA available), GDPR, CCPA certifications and data handling
- [Privacy Policy](https://www.process.st/privacy/): Data collection, usage, and privacy practices
- [Terms of Service](https://www.process.st/terms/): Platform terms and conditions

## Templates

- [Template Library](https://www.process.st/templates/): 1,000+ pre-built workflow templates across 50+ categories for onboarding, compliance, operations, HR, finance, and more

## Optional

- [Blog](https://www.process.st/blog/): Articles on process management, compliance, operations, and productivity
- [What's New](https://www.process.st/help/blog/): Product updates, new features, and release notes
- [Feature Roadmap](https://www.process.st/help/docs/feature-roadmap/): Upcoming product development plans
- [Customers](https://www.process.st/customers/): Case studies and customer stories
- [Community](https://community.process.st/): User community forum for questions and discussions
- [Partners](https://www.process.st/partners/): Partner program for consultants and integrators
- [About](https://www.process.st/about/): Company history, mission, and founding story
- [Careers](https://www.process.st/jobs/): Open positions and company culture