Process Street referral link and review

What is Process Street?

Process Street describes itself as a way to "automate business processes, enforce policies, and deliver audit-ready proof, consistently." It is built from three products:

• Docs for document management and policy control, with governance for frameworks such as ISO 9001, SOC 2, SOX and FDA.
• Ops for workflow automation: policies become repeatable workflows with tasks, forms, conditional logic, approvals and scheduled runs.
• Cora, an AI compliance and risk agent that monitors regulations, automates work and flags gaps before they become audit findings.

Around them sit Process AI (generate a workflow from a prompt), Data Sets (structured records your workflows can read and write), Pages (internal documentation), reports and analytics, permissions and a public API.

Who it's for

The vendor targets operations, compliance, HR, finance, customer management and IT/security teams, with industry pages for financial services, real estate, manufacturing, healthcare, professional services and technology. Typical use cases it lists:

• employee onboarding and client onboarding;
• ISO compliance and document control;
• quality tracking and other recurring checklists that need an audit trail.

It is a business tool sold to teams, not a personal to-do app.

Pricing at a glance

The official pricing page does not publish prices: every plan shows Contact sales. Third-party sites quote conflicting figures, so we leave them out.

All plans include unlimited workflows, tasks, forms and pages, conditional logic, approvals and scheduled workflows. Other points from the pricing page:

• 14-day free trial of Pro, no credit card required.
• Startup discount on Pro for businesses with fewer than 15 employees and under $2 million in revenue (amount not stated).
• Nonprofit discounts for registered non-profits via support.
• Cards are charged in USD; invoicing on Pro and Enterprise; also sold through AWS Marketplace.

Under the terms of service, fees are non-refundable, monthly plans must be cancelled before the billing date, and annual plans at least 30 days before renewal.

Integrations and security

Native automations, included in all plans, connect Workflows, Forms and Data Sets to Google Sheets, Slack, DocuSign, Salesforce and Jira. Beyond that there is an API, outgoing webhooks, and connectors for Zapier (5,000+ apps), Make (1,500+ apps) and Power Automate; those third-party tools cost extra.

On security, Process Street states it is SOC 2 Type II and ISO/IEC 27001 certified, complies with GDPR and CCPA, and maintains HIPAA compliance with a Business Associate Agreement on request. Data is hosted on AWS and stored in the United States by default, with EU, UK, Canada, Australia and UAE regions available. Sign-in works via Google, Microsoft or SSO.

Process Street referral and affiliate program

There is no customer-facing refer-a-friend bonus: signing up through a referral link gives you the same 14-day trial as signing up directly.

Process Street runs a partner (affiliate) program on PartnerStack. Its listing states 20% of every sale made within the first 12 months, with link-based attribution and SubID support. You apply through PartnerStack and must be approved. The listing does not state cookie length, payout timing, payout method or eligibility criteria.