The Processes

The Processes captures SOPs and turns them into automations — checklists, approvals and scheduled workflows that run themselves.

What The Processes does

  • SOP library with versions
  • Trigger-based automations
  • Multi-step approval flows
  • Scheduled recurring processes
  • Automation logs with run history

Common use cases

  • New-client onboarding as an automated checklist
  • Employee onboarding across HR, IT and Ops
  • Monthly financial close as a recurring process

Integrates with

  • Every Company OS module can be a trigger or action
  • Slack (post updates)
  • Zapier (external actions)

Frequently asked

Do I need to code an automation?

No — trigger-condition-action builder with no-code UI.

Where do I see what ran?

Automation logs show every run with success and error details.

Related reading

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