Read their storyProcedureflow gave us a new way of creating processes. We were able to get rid of the bulk of physical processes and now everything lives in one place.
Christine Bollendorf, AVP Member Services Ops, TruMark Financial
More than knowledge management.
The AI knowledge infrastructure.
Capture how your best people work. Turn it into structured, governed flows. Run it everywhere, with humans, with AI.
30-minute walkthrough. No pressure.
Trusted by 120+ Global Enterprises
How it works
From scattered docs to structured execution. In three moves.
Most teams have the knowledge. They just can't get it to the people, or the AI, that need it. Here's how we fix that.
Capture
Pull what your top performers know out of their heads, off SharePoint, and out of those 200-page PDFs. SMEs build flows in hours with our AI Process Designer, not weeks.
Preserve Expertise
Structure
Turn it into branching, visual workflows. Versioned. Governed. Machine-readable knowledge designed for scalable, consistent execution.
Standardize execution
Execute and improve.
Run the same flows everywhere they're needed. On the floor with agents, inside your CRM, powering your AI. Track adoption, see how knowledge evolves, stay audit-ready.
Improve operational performance
75%
Faster time to proficiency
40s
Average Decrease in AHT
We achieved an impressive 98% CSAT score after streamlining processes across every team.
— Meredythe Miles, Training and Development Program Manager, NYMBUS
What makes us different
Knowledge management was built to store. Procedureflow was built to run.
If you're evaluating tools to scale your operations, you're likely looking at three categories. Here's how we're structurally different.
vs. Knowledge bases
They store articles. We run procedures. The difference shows up in handle time, ramp time, and audit prep.
vs. Workflow tools
They guide tasks. We govern executions, prove them, and feed them straight to your AI through a structured API.
vs. AI agents
They generate answers. We provide guardrails. Structured workflows reduce errors, prevent hallucinations, and keep actions traceable.
vs. Knowledge bases
They store articles. We run procedures. The difference shows up in handle time, ramp time, and audit prep.
vs. Workflow tools
They guide tasks. We govern executions, prove them, and feed them straight to your AI through a structured API.
vs. AI agents
They generate answers. We provide guardrails. Structured workflows reduce errors, prevent hallucinations, and keep actions traceable.
Customer Results
Real teams. Real numbers. Running Procedureflow today.
Four Industries. Four sets of numbers. The same infrastructure underneath.
Read their storyUsing Procedureflow has decreased our cross-training time by 61%, and our trainees are now taking live calls from customers 8 days sooner.
Jill Ferro, Manager of Customer Relations and Infrastructure, NB Power
Read their storyProcedureflow has helped us decrease new hire training time, reduce escalations and incorrect transfers, and significantly improved customer satisfaction.
Customer Operations Team, Allergan Aesthetics
Read their storyWe had to go cold turkey. We went around, said give us your paper. Seasoned agents were attached to their paper, but now they say, you know what, I don't need that paper anymore.
Vasana Moran, Dallas 311 Center
STORYLANE
See it in three minutes
A short walkthrough of how a real flow gets built, governed, and executed inside Procedureflow.
Get a Demo
Inside Procedureflow
Everything your team needs. And everything your AI does too.
Built for the people who run the operation, the people who train the team, and the AI agents picking up the work alongside them. Seven features, one infrastructure.
Right Answer, First Time
Walk your team through the work. Live, in real time.
Branching, visual flows that adapt to real-time inputs. Less reading, less guessing, more right answer the first time.
Learn more feature
Scale expertise quickly
SMEs ship flows in hours, not weeks.
The AI Process Designer turns text, existing docs, or a fresh outline into a structured visual flow in seconds. SMEs
build, reviewers approve, everyone works from the same version.
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Fewer Manual Step
Calculations, lookups, and conditional logic. Built into the flow.
Power Shapes do the math, the system updates, and the data lookups inside the flow your team is already running. Task
automation, calculators, and display tables that cut steps from minutes to seconds.
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Works Where Your Team Work
Where your team works is where your flows live.
Embed flows directly in Salesforce, Genesys, Amazon Connect, Microsoft Dynamics, or Nice. Feed the same structured
procedures to your AI agents through our API, so humans and AI run on one source of truth.
Learn more feature
NEW - Measurable Process Improvement
See how the work actually happens. Then improve it.
Dashboards show which flows get used, where teams get stuck, and what's driving handle time. Flow Update Recency
surfaces stale content before it costs you. Process improvement with the data to back it up.
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Governance
One home for every process. Versioned, governed, audit-ready
Versioned flows, full audit trail, role-based controls, attribution on every step. Roll out a policy change and prove
who saw what, when. The end of "which doc is current?"
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Security
Enterprise-grade. From day one.
SOC 2 Type 2. SAML 2.0 SSO. Data encrypted in transit and at rest. Hosted on AWS with 99.97% average uptime. Customer
data never trains an LLM. The trust layer your security team is going to ask about, already in place.
Learn more
Built for regulated environments
Trusted in audited, regulated, and high-stakes operations
Enterprise-grade security, compliance, and governance built for teams that cannot afford process drift.
SOC 2 Type II
ISO 27001
GDPR-ready
Zero AI data retention
Security your IT and compliance teams can trust.
FAQ
Common questions, answered.
45% of calls require agents to search for answers mid-interaction, slowing resolutions and frustrating customers. Procedureflow fixes this by surfacing the exact right workflow at the exact right moment, inside the tools agents already use. No searching. No tab switching. Just the right answer, right when it is needed.
Every process change goes through a structured review and approval workflow inside Procedureflow. Team members submit updates, managers approve through side-by-side comparison, and every edit is tracked in a full audit trail. Operations leaders see exactly what changed, who changed it, and when so processes stay current, compliant, and audit-ready at all times.
Procedureflow eliminates the hesitation and searching that drives up handle time. Agents follow guided workflows that surface the right answer at the right decision point, cutting transfers, reducing errors, and improving first call resolution. Customers report a 50% reduction in training time and a 40-second drop in average handle time after implementation.
AI performs only as well as the knowledge it runs on. Procedureflow structures your SOPs and processes into clean, easy-to-follow workflows that AI agents and bots can follow reliably. Instead of pulling from scattered documents, your AI operates from a single trusted knowledge foundation, reducing hallucinations, minimizing errors, and delivering consistent accurate answers at scale.
Procedureflow gives operations leaders a real-time dashboard showing exactly how workflows are being used, which processes have the highest engagement, and where gaps exist. Teams can track adoption rates, measure the impact of process changes on performance, and generate reports that prove ROI to leadership so every investment in knowledge management is backed by data.
