Document Process the EOS Way
Clear processes create consistency across your company. When everyone follows the same proven way, teams move faster and scale with less effort.
Built for simplicity and adoption, Process brings your core processes to life alongside your V/TO, rocks, and L10s.
Document and track your core processes
The Process feature in Success.co completes the final core component of EOS in the platform. Designed for simplicity and adoption, it helps teams document their core processes and ensure everyone actually follows them.
All your processes in one place
See every process at a glance. Filter by team or seat. Print your complete process book.
Followed by all feature
Know exactly who's on track. See adoption stats across teams and individuals.
Ask AI for instant drafts
Draft new processes or simplify existing ones with Ask AI built right in.
Build rich, visual processes
Steps support bullets, videos, images, and files so your processes are clear and easy to follow. Drag and drop steps or bullets to reorder them.
Simple version control gives you the option to edit the current version or create a new one. View version history and show changes between versions anytime.
Followed by all
Process adoption only matters if people actually read and follow what you've documented.
The Followed by All dashboard shows you overall adoption stats, team read status, and which processes are most read across your organization. Filter by team and individual to see exactly who's on track and who needs a nudge.
AI-powered process creation
Use Ask AI to draft a process from scratch, simplify an existing one, or suggest improvements to make your processes clearer.
You can also make a copy of any process, export and import processes between teams, and use version control to track changes over time.
Ready to document your core processes?
Build your process library, share it with your team and make sure everyone follows the same proven way.
