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Procedureflow

Procedureflow turns documented processes into guided visual workflows that teams can follow in real time.

Place
#14 of 22
Score
6.2
Procedureflow's website

What Procedureflow is

Procedureflow turns documented processes into guided visual workflows that teams can follow in real time. Its AI Process Designer can structure text, existing documents, or an outline into a flow. Branches respond to real-time inputs, while Power Shapes provide calculations, lookups, and conditional logic. Teams can manage processes with version history, review workflows, audit trails, role-based controls, and change attribution. Dashboards report workflow use, adoption, engagement, and content freshness. Listed integrations include Salesforce, Amazon Connect, Genesys, Microsoft Dynamics 365, and NICE; APIs connect other platforms. The Agentic API, which gives AI agents access to governed processes, is listed for Enterprise+. Procedureflow says customer data is not used to train, fine-tune, or improve large language models, and AI interactions with third-party APIs are stateless. The stated security measures include SOC 2 Type 2 compliance, AWS hosting, encryption in transit and at rest, annual third-party penetration tests, and monthly vulnerability scans.

Good

  • AI Process Designer structures text, documents, or outlines
  • Workflows include review controls and audit trails
  • Dashboards cover use, adoption, engagement, and freshness
  • Listed integrations include Salesforce and Amazon Connect

Watch out

  • No free plan or free trial
  • Agentic API is listed for Enterprise+

Who it suits

Procedureflow is aimed at operations leaders, training managers, and customer experience teams handling high-volume, complex, or regulated processes. It suits teams that need governed workflows and analytics.

Verdict

Procedureflow combines workflow authoring with governance, analytics, and integrations for operational teams. Its listed starting price is $33/user/mo (annual), and the company offers pilots and custom demos rather than a free trial.

Plans and prices

From Procedureflow's own pricing page, checked 30 Sep 2026.

All about pricing
PlanPriceWhat it gives you
Enterprise$33 a monthUnlimited Flows · Reporting and Analytics · Revision Control · User Permissions · 2 Power Shapes · billed annually; per seat
Enterprise+Priced on requestUnlimited Power Shapes · SCIM User & Group Provisioning · Agentic API · Agent Assist Integration · Talk to Sales

The facts

Each one read from Procedureflow's own pages, with the date it was checked.

What it does

AI authoring
Its AI Process Designer turns text, existing documents, or an outline into a structured visual flow.checked 30 Sep 2026
AI data
Procedureflow says customer data is not used to train, fine-tune, or improve large language models, and AI interactions with third-party APIs are stateless.checked 30 Sep 2026
Analytics
Its dashboards report on workflow use, adoption, engagement, and content freshness.checked 30 Sep 2026
API
Procedureflow offers APIs for connecting other platforms and an Agentic API for AI agents to access governed processes; Agentic API is listed for Enterprise+.checked 30 Sep 2026
Content analytics
Yeschecked 21 Sep 2026
Governance
Flows are versioned and have review workflows, audit trails, role-based controls, and attribution for changes.checked 30 Sep 2026
Integrations
The site lists Salesforce, Amazon Connect, Genesys, Microsoft Dynamics 365, and NICE integrations.checked 30 Sep 2026
Intended users
The product is aimed at operations leaders, training managers, and customer experience teams handling high-volume, complex, or regulated processes.checked 30 Sep 2026
Publishing audience
bothchecked 21 Sep 2026
Purpose
Procedureflow turns documented processes into guided visual workflows that teams can follow in real time.checked 30 Sep 2026
Security
The security page states SOC 2 Type 2 compliance, AWS hosting, encryption in transit and at rest, annual third-party penetration tests, and monthly vulnerability scans.checked 30 Sep 2026
SSO support
Yeschecked 21 Sep 2026
Support and onboarding
Procedureflow says its team can typically get clients running in 90 days, and offers expert-led implementation and knowledge optimization services.checked 30 Sep 2026
Usage limits
The pricing FAQ says there are no limits on users or procedures, and pricing is user-based.checked 30 Sep 2026
Version history
Yeschecked 21 Sep 2026
Workflow logic
Branching flows adapt to real-time inputs, while Power Shapes support calculations, lookups, and conditional logic.checked 30 Sep 2026

Money

Free plan
Nochecked 21 Sep 2026
Trial and pilot
The company says it does not offer a free trial but does offer a pilot program and custom demos.checked 30 Sep 2026

The company

Headquarters
The site lists its address as 1 Market Square, Suite 143, Saint John, New Brunswick, Canada.checked 30 Sep 2026

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