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Procedureflow

What Procedureflow is
Procedureflow converts documented procedures into visual workflows that teams can follow while working. Its AI Process Designer can build a structured flow from text, existing documents, or an outline. Branches respond to real-time inputs, and Power Shapes handle calculations, lookups, and conditional logic. Teams can manage flows with versioning, review workflows, audit trails, role-based controls, and change attribution. Dashboards track workflow use, adoption, engagement, and content freshness. Listed integrations include Salesforce, Amazon Connect, Genesys, Microsoft Dynamics 365, and NICE; APIs connect other platforms. An Agentic API for AI agents to access governed processes is listed for Enterprise+. The product is aimed at operations leaders, training managers, and customer experience teams dealing with complex, high-volume, or regulated processes. Procedureflow offers web and API platforms, SSO, and a paid Enterprise plan at $33 a month per seat, billed annually. There is no free plan or trial, though the company offers pilots and custom demos. Its security page states SOC 2 Type 2 compliance, AWS hosting, and encryption in transit and at rest.
Who it suits
Procedureflow suits operations leaders, training managers, and customer experience teams handling complex, high-volume, or regulated processes. It may fit teams that need governed workflows, analytics, or integrations with the listed platforms.
What it does well
- AI can structure text, documents, or outlines into flows.
- Flows support branching and conditional logic.
- Versioning, reviews, audit trails, and role-based controls.
- Dashboards report use, adoption, engagement, and freshness.
- Enterprise plan includes unlimited flows and analytics.
What to know first
- No free plan or free trial.
- Enterprise starts at $33 a month per seat, billed annually.
- Agentic API is listed for Enterprise+.
Limits
The Enterprise plan includes two Power Shapes.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Enterprise | billed annually; per seat · Unlimited Flows · Reporting and Analytics · Revision Control · User Permissions · 2 Power Shapes | $33 a month |
| Enterprise+ | Talk to Sales · Unlimited Power Shapes · SCIM User & Group Provisioning · Agentic API · Agent Assist Integration | On request |
As procedureflow.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit procedureflow.com.
- Choose the Enterprise plan at $33.00 per seat per month, billed annually, or ask about Enterprise+.
- Contact the company about its pilot program or custom demos; it does not offer a free trial.
- Use expert-led implementation and knowledge optimization services to configure processes.
Verdict
Procedureflow combines visual workflows, governance controls, and usage analytics for teams managing complex processes. The Enterprise plan is priced per seat, while pilots and custom demos are available instead of a free trial.
Questions
Is there a free plan or trial?
There is no free plan or free trial. The company offers a pilot program and custom demos.
Which platforms does Procedureflow support?
The listed platforms are web and API.
Does Procedureflow support SSO?
Yes, SSO support is listed.
What integrations are listed?
Salesforce, Amazon Connect, Genesys, Microsoft Dynamics 365, and NICE are listed.
What does Enterprise+ add?
Enterprise+ includes unlimited Power Shapes. The Agentic API is listed for Enterprise+.
Facts from Procedureflow's own pages
- AI authoring
- Its AI Process Designer turns text, existing documents, or an outline into a structured visual flow. · procedureflow.com, 30 Sept 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. · procedureflow.com, 30 Sept 2026
- Analytics
- Its dashboards report on workflow use, adoption, engagement, and content freshness. · procedureflow.com, 30 Sept 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+. · procedureflow.com, 30 Sept 2026
- Publishing audience
- both · procedureflow.com, 21 Sept 2026
- Content analytics
- Yes · procedureflow.com, 21 Sept 2026
- Free plan
- No · procedureflow.com, 21 Sept 2026
- Governance
- Flows are versioned and have review workflows, audit trails, role-based controls, and attribution for changes. · procedureflow.com, 30 Sept 2026
- Headquarters
- The site lists its address as 1 Market Square, Suite 143, Saint John, New Brunswick, Canada. · procedureflow.com, 30 Sept 2026
- Integrations
- The site lists Salesforce, Amazon Connect, Genesys, Microsoft Dynamics 365, and NICE integrations. · procedureflow.com, 30 Sept 2026
- Intended users
- The product is aimed at operations leaders, training managers, and customer experience teams handling high-volume, complex, or regulated processes. · procedureflow.com, 30 Sept 2026
- Purpose
- Procedureflow turns documented processes into guided visual workflows that teams can follow in real time. · procedureflow.com, 30 Sept 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. · procedureflow.com, 30 Sept 2026
- SSO support
- Yes · procedureflow.com, 21 Sept 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. · procedureflow.com, 30 Sept 2026
- Trial and pilot
- The company says it does not offer a free trial but does offer a pilot program and custom demos. · procedureflow.com, 30 Sept 2026
- Usage limits
- The pricing FAQ says there are no limits on users or procedures, and pricing is user-based. · procedureflow.com, 30 Sept 2026
- Version history
- Yes · procedureflow.com, 21 Sept 2026
- Workflow logic
- Branching flows adapt to real-time inputs, while Power Shapes support calculations, lookups, and conditional logic. · procedureflow.com, 30 Sept 2026
Where Procedureflow stands on Freedom251
- Standard Operating Procedure Software#17 of 22
- Knowledge base software#129 of 138