Processkit — No-Code & Automation

What is Processkit?

Processkit is a no-code operations and automation platform that helps teams turn their manual, chaotic workflows into repeatable, trackable processes. It combines a visual kanban board with a powerful behind-the-scenes system for capturing data at each step, so nothing falls through the cracks. With built-in AI, Processkit can convert old Word docs, Excel files, or PDFs into automated workflows, saving hours of setup time.

Who is it for?

Processkit is designed for digital agencies, business advisor coaches, franchisors, professional services firms, and membership owners who need to standardize client onboarding, service delivery, and internal operations. It’s also useful for any team that wants to delegate tasks with confidence, knowing that every project follows a proven process. It may not be the best fit for individuals or small teams looking for a simple to-do list without process complexity.

Key Benefits

With Processkit, you can create repeatable process templates, automate task assignments, and use AI to generate content or extract summaries from documents. The kanban view gives you real-time visibility into every project, while the ability to track progress and capture custom data at each task helps you maintain consistency and quality. As one customer put it, ProcessKit became a "profit-center" by enabling them to scale and even charge more for their onboarding services.

• Kanban task board — Drag-and-drop cards through custom stages, with optional automation to move tasks automatically.
• Repeatable processes — Turn any workflow into a template that can be cloned for new clients or projects.
• AI-powered conversions — Upload MS Word, Excel, or PDF files and let AI convert them into structured Processkit steps.
• AI content generation — Automatically generate content or extract summaries from text, PDFs, or Excel data.
• Custom data fields — Capture specific information (dates, selections, numbers) at each task step to keep records consistent.
• Unlimited users, guests, and processes — Even on the free plan, you can collaborate without per-seat limits.
• White-label options — Paid bundles include branding customization for agencies and consultants.

Processkit pricing: from $27/mo per account (paid bundles) or free basic plan.

Freemium Plan – $0

Unlimited users, guests, processes, and accounts. Includes 10 AI tasks and 50 projects per month. No credit card required.

Add Bundle 1 – $27/month per account

Includes 300 projects, 50 AI tasks, whitelabel abilities, and Zapier integration. Limited-time offer.

Add Bundle 2 – $97/month per account

Includes 1,000 projects, 200 AI tasks, whitelabel abilities, and Zapier integration.

Add Bundle 3 – $279/month

Includes 5,000 projects and 800 AI tasks, for unlimited accounts.

If no bundle is selected, usage add-ons are available: 2 cents per card and 2 cents per AI task per month (credit card required). All paid plans come with a free trial via the freemium tier.

Find the right tool for you with our AI advisor →