The platform

Capture how your business works. Put it on autopilot.

Capture how your firm actually works, put it on autopilot, and stay in control of the AI underneath — the cost, the model, and the data.

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Skills builder

Turn the SOPs you already have into reusable building blocks.

Two workflow modes

Run work the same way every time, or let it adapt within guardrails.

Knowledge base

Connect your SharePoint or Google Drive.

Thousands of connectors

Salesforce, HubSpot, Monday, Asana, Google, Outlook…

Hundreds of models

Switch in one click; never locked to one vendor.

Budget controls

A hard spending cap on every workflow.

Agentic memory

The work gets better every time it runs.

Isolated & secure

Every client in their own protected environment.

Pillar one

Own the context

Your expertise is how your firm does the work — the process, the judgment, the material. ProcessCoach captures that so it can run without you in the room, and keeps it yours.

Skills builder & packaging

Your SOPs become reusable skills

Turn the SOPs and playbooks you already have into reusable skills. Upload a plain-text process and ProcessCoach writes the skill for you — then reuse it across every workflow and every client without rebuilding. The methodology stays your IP.

Deterministic & goal-driven workflows

Two ways to put work on autopilot

Chosen per process — same platform, same controls, same visibility either way.

Deterministic — runs the exact same way every time, step by step and fully auditable. Built for regulated or compliance-sensitive processes.

Goal-driven — pursues an outcome and adapts along the way, inside the guardrails you set. Built for work that needs judgment, not a fixed script.

Knowledge base

Connect a SharePoint or Google Drive folder and your workflows can read, cite, and act on your firm's real material. Documents stay where they live; the work stays grounded in your content.

SalesforceHubSpotMondayAsanaGoogleOutlookSlackSalesforceHubSpotMondayAsanaGoogleOutlookSlack

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Thousands of connectors

Work happens inside the systems your clients already run. Where an API exists we can build a connector; where none exists, a workflow can operate the site directly. Nothing lives in a silo.

Automations

Run work on a schedule ("every Monday at 9am") or on an event ("when a deal closes, update the CRM and draft the follow-up"). The process runs whether or not anyone remembers to trigger it.

The assistant

If you can describe it, you can change it.

Talk to ProcessCoach in plain language to build a workflow, adjust a step, or wire up a new tool. You never have to know how anything is put together under the hood — that's the point.

"Add an approval step before anything goes to the client."

Done. I added a human approval step after "Draft response" and before "Send." Want me to route it to a specific reviewer?

Workflow updated

Pillar two

Govern the intelligence

You set the rules the AI runs under — which model, what it can spend, what it remembers, and what it's allowed to touch. Own the context; govern the intelligence.

The right model for the right job, at the right price

Match each job to the model that fits — top-tier reasoning where it earns its cost, a lighter, cheaper model where it doesn't. Switch in one click as price and quality change, and never get locked to one vendor. Your process and data are the asset; the intelligence underneath is swappable.

Budget & token management

Set a hard spending cap on every workflow, so AI cost can never run away from you. Predictable, per-client economics you can actually price around.

Sophisticated agentic memory

Workflows remember what helps them work faster and record lessons learned on every run. The process you deploy on day one isn't the process you have on day ninety — it gets better as it works, without anyone re-teaching it.

Security & data control

Every client runs in their own isolated, secured environment — their data never mixes with anyone else's. Zero-data-retention model licenses, PII controls, and an optional private model running only on ProcessCoach's own servers for high-security work. Everything is exportable: take your data and your build with you, anytime.

Zero data retentionPII controlsPrivate model optionFully exportable

Build once, deploy to every client

Build it once. Every client runs it.

Roll the same workflow out to each client in their own isolated environment — without rebuilding it per client. Improve the process once and every client's copy updates with it. That's how one firm delivers the same expertise to its entire book of business without hiring.

And when a client needs something more, you can still build a custom implementation just for them — same platform, same controls.

Built for consultants, backed by engineers

You build the everyday work yourself. When something needs a custom connector or deeper platform work, Robosource's engineering team handles it. Fifteen years of software consulting stand behind the platform, updates, and support.

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See it running on your own process.

The best way to judge ProcessCoach is to watch it run something you actually do. Let's pick one process and show you.

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