ProcessPlan

Process and Workflow Mgmt

Free · Designed for iPad. Not verified for macOS.

Turn your business processes into automated workflows your whole team can run. Now with ProSeer, our AI assistant that automatically improves your business processes. ProcessPlan is a business process management and AI automation platform that turns your team's tribal knowledge into repeatable AI powered automated workflows. Stop relying on memory and tribal knowledge — capture every process once, then run it consistently across your entire team. Whether you're documenting how to onboard new hires, processing customer orders, executing your quarterly close, or running any other recurring procedure, ProcessPlan gives you a single place to design, deploy, automate, and oversee every workflow your business depends on. WHAT YOU CAN DO • Design visual processes with our drag-and-drop process diagram editor — no coding required • Assign tasks automatically to the right person at the right time • Track every active instance live, with timestamps, blockers, and progress visible at a glance • Set conditional logic, branching, and approvals to handle real-world complexity • Integrate with the tools your team already uses • Get push notifications when tasks need your attention • Generate reports on cycle times, bottlenecks, and team productivity PROSEER — AI THAT KNOWS YOUR BUSINESS ProSeer is ProcessPlan's built-in AI assistant. It learns from your processes, your data, and your team's actions to: • Answer questions about your operations in plain English • Help you draft new processes from scratch or improve existing ones • Surface bottlenecks and suggest optimizations • Run analyses on the fly — no SQL or spreadsheets required All AI processing runs on zero-data-retention API tiers, so your business data is never used to train models. WHO USES PROCESSPLAN • Businesses that need to scale without scaling chaos • Operations leaders documenting and automating SOPs • Service businesses delivering consistent client work • Anyone tired of asking, "How do we do that again?" An active ProcessPlan account is required to use this app. Visit processplan.com to learn more or sign up.

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Major refresh: faster, more reliable sign-in (including SSO support), improved offline handling, and a refreshed foundation for faster updates from here on.

Version 4.0

The developer, ProcessPlan, LLC, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .

  • Data Linked to You

    The following data may be collected and linked to your identity:

    • Contact Info
    • User Content
    • Identifiers
    • Usage Data
    • Diagnostics

Privacy practices may vary based, for example, on the features you use or your age. Learn More

Accessibility

The developer has not yet indicated which accessibility features this app supports. Learn More

Information

Provider
  • ProcessPlan, LLC
Size
  • 25.9 MB
Category
  • Business
Compatibility
Requires iOS 15.0 or later.
  • iPhone
    Requires iOS 15.0 or later.
  • iPad
    Requires iPadOS 15.0 or later.
  • iPod touch
    Requires iOS 15.0 or later.
  • Mac
    Requires macOS 12.0 or later and a Mac with Apple M1 chip or later.
Languages
  • English
Age Rating
4+
Copyright
  • © 2026 ProcessPlan, LLC
  • Developer Website
  • Privacy Policy

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