ProcessCoach: AI-Powered Work Orchestration
Turn your team’s best practices into a system everyone can follow
AI isn’t a
magic wand.
It won’t grow your business until you teach it how.
Introducing
ProcessCoach orchestrates how work flows through your team – from planning multi-step processes to capturing institutional knowledge to coordinating handoffs between departments.
It’s AI that works with your team, not instead of them.
ProcessCoach uses AI to design step-by-step processes, assign tasks, build a company knowledge base,
and automate workflows.
We're looking for consultants that want to turn their expertise into MRR
ProcessCoach empowers consultants to deliver AI-powered change management, combining your business expertise with our work orchestration platform.
DON’T STAY STUCK
Stop letting these problems slow you down:
We need AI, but we're not ready to hand over the keys
Good news: ProcessCoach isn’t about replacing people. It’s about AI working under human supervision, guiding your team through complex processes while keeping humans in control of decisions that matter.to your team.
When someone leaves, their knowledge walks out the door
ProcessCoach captures how your best people actually work and stores it in a searchable knowledge base. New hires can chat with it. Teammates can reference it. Your institutional knowledge finally has a home.
Our processes involve multiple people and departments
Unlike traditional automation tools built for solo tasks, ProcessCoach is designed for team collaboration – handling handoffs between roles, departments, and systems seamlessly.
We don't want another tool our team has to learn
Once a process is set up in ProcessCoach, your team works through the tools they already use, like email, Slack, or Microsoft Teams. The orchestration happens behind the scenes.
How ProcessCoach Orchestrates Your Work
PLAN
Plays
A “Play” is a multi-step business process – think customer onboarding, invoice processing, or performance reviews. Define the purpose, steps, and handoffs once, then let ProcessCoach guide your team through it the same way every time.
PLAN
Plays
A “Play” is a multi-step business process – think customer onboarding, invoice processing, or performance reviews. Define the purpose, steps, and handoffs once, then let ProcessCoach guide your team through it the same way every time.
DELEGATE
Agents
Use agents for processes that are more nuanced and require more AI involvement. Create agents that run different parts of your company, teach them skills for doing work, and let them lead the charge in getting complicated work done.
DELEGATE
Agents
Use agents for processes that are more nuanced and require more AI involvement. Create agents that run different parts of your company, teach them skills for doing work, and let them lead the charge in getting complicated work done.
ASSIGN
Job Descriptions
Map out which roles handle which steps. ProcessCoach orchestrates handoffs between team members, so work never gets stuck waiting on one person. Assign multiple people to each role to keep things moving even when someone’s out.
ASSIGN
Job Descriptions
Map out which roles handle which steps. ProcessCoach orchestrates handoffs between team members, so work never gets stuck waiting on one person. Assign multiple people to each role to keep things moving even when someone’s out.
TRAIN
Company Assets
This is where your institutional knowledge lives. Store FAQs, guidelines, financial statements, or any documentation your team needs. The best part? Your team can chat with ProcessCoach to instantly find answers instead of hunting through files or asking around.
TRAIN
Company Assets
This is where your institutional knowledge lives. Store FAQs, guidelines, financial statements, or any documentation your team needs. The best part? Your team can chat with ProcessCoach to instantly find answers instead of hunting through files or asking around.
FLOW
Tools
Connect ProcessCoach to your existing software – your CRM, email, project management, and more. When a stop says “add this client to HubSpot,” ProcessCoach can actually handle it (with your approval). Data flows between systems without manual entry.
FLOW
Tools
Connect ProcessCoach to your existing software – your CRM, email, project management, and more. When a stop says “add this client to HubSpot,” ProcessCoach can actually handle it (with your approval). Data flows between systems without manual entry.
IMPROVISE
AI Chat
Not everything needs to be a formal process. Use AI Chat for one-off tasks, quick questions about your company knowledge, or when you need AI to interact with your tools without building a full Play. Think of it as having an expert assistant who knows your business and can access your systems on demand.
IMPROVISE
AI Chat
Not everything needs to be a formal process. Use AI Chat for one-off tasks, quick questions about your company knowledge, or when you need AI to interact with your tools without building a full Play. Think of it as having an expert assistant who knows your business and can access your systems on demand.
See ProcessCoach in Action
Once a play is built in ProcessCoach, you can interact with it completely through email. In this example, a client wants to automate adding a new lead into its CRM.
ProcessCoach:
- Finds info about overdue invoices in QuickBooks
- Drafts an email to clients with overdue invoices