Using Process Street’s MCP Server

When to Use Approval Tasks versus a Dropdown with Approvals

When to Use Tasks, Subtasks, or Bullet Points

When to Use a Code Task versus an API Call

When to Use an AI Task versus a Code Task

Acknowledgments

Supported Cloud Regions

Extract Text From File Uploads

Document Approvals

Version Control & Audit History

Document Management

Optimize Data Management with Data Set Automations

Create Tasks via Email

Code Task

Data Sets: Linked Dropdowns in Forms