AI agents for Process Street
A Monmo agent works in Process Street the way an operations coordinator who owns your procedures would. It turns a written SOP or a voice note into a workflow draft, starts runs for new clients or hires, fills form fields from emails and documents and chases overdue tasks. It uses your own Process Street account and asks before it starts a run, completes a task or edits workflows.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Process Street
Turn an SOP into a workflow
Give it your procedure in Google Docs or explain the steps in a voice note, and it drafts the workflow: tasks in order, form fields, assignees and approval steps, ready to build once you agree.
AskTurn our Client onboarding SOP into a Process Street workflow draft. Mark where approvals and conditional steps belong.
Start runs when something happens
When a deal is won in HubSpot or a new hire signs, it prepares a run of the right workflow with the name, dates and assignees filled in, and starts it after you allow it.
AskWhen a deal closes in HubSpot, start a Client onboarding run with their details. Ask me before starting each one.
Fill form fields from documents
It reads the signed order form, the intake email or the application, and fills the run's form fields with company name, start date, plan and contacts, showing each value before saving.
AskFill the form fields in Acme's onboarding run from their signed order form and intake email.
Chase overdue tasks across runs
Every morning it lists tasks overdue in active runs by assignee and workflow, and drafts a short nudge in Slack or email for each person, sent only when you approve.
AskEvery weekday at 9, list overdue Process Street tasks by person and draft a nudge for each. Wait for my OK.
Prepare an approval for the approver
When a run reaches an approval task, it gathers the form answers and supporting files into a short summary and flags anything missing. The approval itself stays with the person assigned.
AskSummarise what the approver needs for Northwind's Vendor setup run: form answers, documents and anything missing.
Report on how workflows perform
Once a month it reads completed runs and reports how long each workflow took, which tasks most often ran late and where runs stalled, with suggestions for tightening the steps.
AskHow long did Employee onboarding runs take last quarter, and which tasks were late most often?
Keep procedures current
When a process changes, it finds the workflows and pages that mention the old step, drafts the corrected wording and lists the active runs that the change may affect.
AskWe now sign contracts in DocuSign. Find every workflow that mentions the old signing step and draft the fix.
How it connects
- 1You connect your own Process Street account once. Depending on how you connect, an organisation admin may need to create the API key in Process Street's settings. The agent works with the workflows and runs that account can see.
- 2You choose which agents may use Process Street. An operations agent that owns onboarding needs it, a recruiting agent may run your hiring workflows, and most other agents can stay out.
- 3Reading workflows, runs and form answers needs no approval. Starting a run, completing a task, filling form fields, reassigning work or editing a workflow asks first. Approval tasks are left to the person they are assigned to.
More in Projects, tasks and time
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent run Process Street checklists?
It can prepare and start them with your approval. A Monmo agent fills in the run's details, starts it once you allow it, does the tasks it can do itself and asks before marking each one complete. It works through the Process Street connection, or in its own browser when the connection does not cover something.
Can it write a workflow from our existing SOP?
Yes. Give the agent the document or a voice note and it drafts the workflow: ordered tasks, form fields, assignees, conditional steps and approvals. You review the draft before anything is built, and it also points out steps the SOP leaves vague, such as who signs off.
Will the agent approve tasks for us?
No. Approval tasks belong to the person they are assigned to. The agent gathers the form answers and files the approver needs, writes a short summary and flags anything missing so the decision is quicker. It never records an approval on someone's behalf.
Can it start a workflow from HubSpot or a new hire?
Yes. When a connected app records the event, such as a won deal in HubSpot or a new employee in BambooHR, the AI agent prepares a run of the matching workflow with the details filled in. Starting the run asks first, and one card can cover several runs.