AI TOOL PROFILE
Way We Do | Process Management Software
- Productivity
- Workflow Automation
- Small businesses
- Mid-market companies
- Regulated industry operators
- Enterprise companies
- Franchise operations
Pricing
The Entry plan starts at $99 per month for up to 10 team members. Enterprise plans are available for organizations with 50 or more members. A 14-day trial is available.
At a glance
- Best for
- Small businesses, Mid-market companies, Regulated industry operators, Enterprise companies, Franchise operations
- Key use cases
- Employee Onboarding, Quality Assurance, Compliance Monitoring, Risk Assessments, Technical Operations
- Integrations
- Zapier, Microsoft Power Automate, Salesforce, Google Drive, Google Docs
- Official website
- Visit way we do official website
How AI is used
Way We Do is a process management platform designed to convert static SOPs and policies into actionable workflows. By assigning specific roles, due dates, and triggers to each step, the software helps ensure that team members and AI agents follow established business procedures.
The tool is designed for businesses of various sizes, from small startups to larger enterprises, particularly those operating in regulated industries. It focuses on repeatable business processes, providing a structured way to execute and monitor daily operations.
A core part of the platform is its compliance focus. It automatically timestamps actions and logs evidence, which may help businesses maintain a digital audit trail for various governance frameworks without requiring manual recordkeeping for every step.
Buyers should confirm whether their operational needs are centered on repeatable processes and if they require the specific compliance tracking features offered, as these are central to the tool's design.
Key Features
Activated Checklists
Turns procedures into step-by-step workflows with assigned roles and due dates.
Automatic Audit Trails
Captures digital records of completion with timestamps and supporting document attachments.
AI Agent Integration
Supports the assignment of workflow steps to AI agents via API, Zapier, or Microsoft Power Automate.
Procedure Acceptance
Allows administrators to require users to sign off on policies and procedures as they are updated.
Instant Flowcharts
Includes tools to create process maps and visual representations of business workflows.
Revision Reminders
Provides automatic notifications to help keep procedures and policies up to date.
Use Cases
Employee Onboarding
Providing new hires with structured knowledge and resource checklists.
Quality Assurance
Managing repeatable QA checks to support consistency across operational outputs.
Compliance Monitoring
Supporting adherence to standards like ISO 9001, HIPAA, and ESG through automated evidence collection.
Risk Assessments
Executing standardized risk evaluation procedures with a documented audit trail.
Technical Operations
Documenting technical procedures for team execution.
Integrations
- Zapier
- Microsoft Power Automate
- Salesforce
- Google Drive
- Google Docs
- Google Sheets
- Google Forms
- Dropbox
- Box
- OneDrive for Business
- Lucidchart
- Microsoft Visio Online
- Vimeo
- YouTube
- Typeform
- Sway
- Matterport
- Gliffy
FAQ
How does Way We Do handle compliance?
- It embeds compliance requirements into workflows and tracks actions with timestamps, approvals, and logs to support standards like ISO 9001 and HIPAA.
Can AI actually perform tasks in the software?
- Yes, specific workflow steps can be assigned to AI Agents through the public API or integrations with Zapier and Microsoft Power Automate.
What is the cost for small teams?
- The Entry subscription is $99 per month for up to 10 team members.
Can I export my data if I leave the service?
- Yes, the platform supports the export of policies and procedures if you decide to unsubscribe.
Source category: Productivity
Source subcategory: Workflow Automation
More tools in Productivity
Other published listings in the Productivity category.
More tools in the Workflow Automation software type
Related listings that share the same software type for comparison and shortlisting.
