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Automatically trigger Process Street checklists from AI Agent insights, streamlining task management. Latenode's visual editor and affordable execution costs make intelligent automation accessible, while integrating custom AI logic and APIs.
Connect AI Agent and Process Street in minutes with Latenode.
Create AI Agent to Process Street workflow
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Create a New Scenario to Connect AI Agent and Process Street
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a AI Agent, triggered by another scenario, or executed manually (for testing purposes). In most cases, AI Agent or Process Street will be your first step. To do this, click "Choose an app," find AI Agent or Process Street, and select the appropriate trigger to start the scenario.
Add the AI Agent Node
Select the AI Agent node from the app selection panel on the right.
AI Agent
Configure the AI Agent
Click on the AI Agent node to configure it. You can modify the AI Agent URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Process Street Node
Next, click the plus (+) icon on the AI Agent node, select Process Street from the list of available apps, and choose the action you need from the list of nodes within Process Street.
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Process Street
Authenticate Process Street
Now, click the Process Street node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Process Street settings. Authentication allows you to use Process Street through Latenode.
Configure the AI Agent and Process Street Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the AI Agent and Process Street Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Process Street
Trigger on Webhook
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AI Agent
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring AI Agent, Process Street, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the AI Agent and Process Street integration works as expected. Depending on your setup, data should flow between AI Agent and Process Street (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Process Street + AI Agent + Slack: When a Process Street workflow run is completed, AI Agent summarizes specific checklist items or feedback within the run, and then posts a summary to a designated Slack channel.
Process Street + AI Agent + Google Sheets: A completed Process Street workflow run triggers an AI Agent to analyze checklist data, extracting key metrics. These metrics are then logged as a new row in a Google Sheet for reporting and analysis.
About AI Agent
Use AI Agent in Latenode to automate content creation, data analysis, or customer support. Configure agents with prompts, then integrate them into workflows. Unlike standalone solutions, Latenode lets you connect AI to any app, scale automatically, and customize with code where needed.
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About Process Street
Use Process Street in Latenode to run repeatable tasks like onboarding or reports as part of larger workflows. Automatically trigger actions in other apps (CRM, databases) when checklist items are completed, keeping processes moving. This avoids manual updates and ensures audit trails, all at Latenode's execution-based pricing.
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How can I connect my AI Agent account to Process Street using Latenode?
To connect your AI Agent account to Process Street on Latenode, follow these steps:
Can I automate report generation using AI Agent and Process Street integration?
Yes, you can! Latenode enables automated report creation with AI Agent, feeding insights into Process Street checklists, ensuring consistent & data-driven process improvements.
What types of tasks can I perform by integrating AI Agent with Process Street?
Integrating AI Agent with Process Street allows you to perform various tasks, including:
How does Latenode enhance AI Agent’s data processing abilities?
Latenode allows integrating AI Agent with various data sources and offers custom code blocks for advanced data manipulation before AI processing.
Are there any limitations to the AI Agent and Process Street integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: