The checklist that grew up. How a remote agency's fix for repetitive work became an AI-powered compliance operations platform.
Process Street sells a deceptively simple idea: that the work a company does over and over should happen the same way every time, and that anyone should be able to run it without writing code. The San Francisco company builds a software-as-a-service platform where teams document a process once - onboarding a new hire, closing the books, screening a candidate, satisfying an auditor - and then run it as a structured, trackable workflow.
The building blocks are familiar to anyone who has ever kept a to-do list: checklists, forms, due dates, assignments. What Process Street adds is the machinery around them. Conditional logic routes a workflow differently depending on the answers entered. Approvals hold a step until the right person signs off. Analytics show which runs stalled and where. Integrations push data to Slack, Salesforce and thousands of other apps so information does not have to be retyped.
Over the past two years the company has moved up-market and renamed the mission. It now describes itself as a compliance operations platform, splitting the product into Docs for policy and document governance and Ops for the workflows that carry those policies out. Sitting on top is a layer of AI - including an agent named Cora that monitors execution in real time and flags risk before it becomes a finding.
The through-line has not changed since 2014. A written policy that sits in a shared drive is a hope. A policy that runs as a workflow, with a timestamped record of who did what, is proof. Process Street's whole pitch is the distance between those two things.
Vinay Patankar, an Australian serial entrepreneur, and co-founder Cameron McKay were running a distributed marketing agency with contractors scattered around the world. Spreadsheets and project-management tools kept losing track of the same repetitive tasks. So they built a tool to document and run checklist-based processes. That tool became the company. Patankar had built three businesses before this one - the fourth stuck because processes never stop breaking.
Patankar and McKay build Process Street to document and track checklist-based processes for their remote agency.
The platform grows past plain checklists with form fields and richer workflow data capture.
Accel leads, with Salesforce Ventures and Atlassian. Forbes dubs it “GitHub for knowledge workers.”
A ChatGPT-powered process platform launches; document and policy governance is added.
Always-on oversight that monitors execution and flags compliance risk arrives.
The company repositions around Docs, Ops and AI agents for teams running audited, critical processes.
Process Street's customers span small businesses through large enterprises across technology, financial services, healthcare, real estate and property management, professional services and asset management. Publicly referenced names include Salesforce, Colliers, Drift, Cargill, DoorDash, Farmers Insurance and Hartford Healthcare - more than 3,000 organizations in all.
The problems are the unglamorous ones that quietly cost the most. Knowledge that lives in one person's head and leaves when they do. Onboarding that goes differently every time. Compliance controls that everyone swears they follow but no one can prove. Audits that turn into a scramble for evidence. Process Street's answer to each is the same: make the process a living, monitored artifact instead of a document nobody opens.
Employee and client onboarding run as identical workflows, so nothing gets skipped and nobody reinvents the steps.
Docs governs policies for standards like ISO 9001 and SOC 2; audit trails capture who did what, when.
Analytics and real-time monitoring show which runs stalled and where risk is building up.
Plenty of no-code tools promise automation. Process Street promises something quieter and harder: consistency. Where a wiki or a PDF is static documentation, Process Street turns the document into a workflow you actually run and track. Where general project tools manage one-off tasks, Process Street is built for the recurring ones. And where rip-and-replace BPM suites demand developers, it stays no-code so operations and compliance teams can build for themselves.
Process Street runs a classic B2B SaaS playbook with a freemium entry point. A free tier covers basic checklist functionality; paid plans - historically Startup, Pro and Enterprise - unlock advanced automation, permissions, analytics and the compliance and governance features that anchor larger deals. Plans are priced per team and billed annually, with enterprise pricing that has reached into the low four figures per month.
That structure lets a single curious operator start free, prove value on one workflow, and pull the rest of the organization in behind them. The move to a compliance operations platform aims the higher tiers squarely at operations and compliance leaders - buyers with budget and a mandate to reduce risk.
In the market, Process Street sits among workflow and business-process management tools. Common alternatives include ClickUp, Kissflow, ProcessMaker, Trainual, Pipefy and Nintex, with newer AI-workflow entrants like Gumloop and Zenphi. Its niche is the overlap of no-code accessibility and compliance-grade control.
Sources: Forbes, Crunchbase, PRWeb. Series A led by Accel with Salesforce Ventures & Atlassian.
Because the founders built the product to solve their own operational pain, the company carries a strong bias toward documentation, asynchronous work and repeatability - the habits of a team that has been fully remote since 2014, long before it was common. That expertise now shows up in how the company applies AI: not to replace the process, but to make sure you are running the one you already wrote.
It is a telling design choice. The interesting bet is not that AI can generate a shiny new workflow, but that an agent can quietly enforce an existing one - oversight, not novelty. For a compliance buyer, that is the more valuable trick.
It's a no-code platform for creating, running, tracking and optimizing recurring business processes - from SOP checklists and onboarding workflows to compliance-controlled operations.
Vinay Patankar (CEO) and Cameron McKay founded it in San Francisco in 2014.
About $14.96M total, including a $12M Series A in February 2020 led by Accel with Salesforce Ventures and Atlassian.
More than 3,000 organizations, from SMBs to enterprises, with referenced customers including Salesforce, Colliers, Cargill, DoorDash, Farmers Insurance and Hartford Healthcare.
Common alternatives include ClickUp, Kissflow, ProcessMaker, Trainual, Pipefy and Nintex, plus newer AI-workflow tools.