> ## Documentation Index
> Fetch the complete documentation index at: https://help.iteam.works/llms.txt
> Use this file to discover all available pages before exploring further.

# Processes

> Automate multi-step routines — reports, monitoring, and flows that agents run on their own, at the right time.

A **Process** is a multi-step routine that agents execute in an orchestrated way — on their own, on a schedule or on demand. It's like documenting a company procedure and letting AI handle it.

<Frame caption="📸 Screenshot to add: Processes screen with a flow set up.">
  <img src="https://mintcdn.com/iteam/E1mg8rFlXblsaNT0/images/placeholder.svg?fit=max&auto=format&n=E1mg8rFlXblsaNT0&q=85&s=36c435f4df28c31a7e114586a931bbd2" alt="Processes" width="800" height="420" data-path="images/placeholder.svg" />
</Frame>

## Practical examples

<CardGroup cols={2}>
  <Card title="Daily report" icon="file-chart-column">
    Every morning: consolidates numbers and sends the summary.
  </Card>

  <Card title="Monitoring" icon="activity">
    Hourly: checks indicators and alerts if something looks off.
  </Card>

  <Card title="Onboarding" icon="user-plus">
    New customer arrives → fires the welcome sequence.
  </Card>

  <Card title="Closing" icon="calendar-check">
    End of month: gathers data, generates the report, and distributes it.
  </Card>
</CardGroup>

## How to create a process

<Steps>
  <Step title="Open Automation → Processes and click create">
    Or use the [iTeam Assistant](/en/chat/iteam-assistant): "build a process that…".
  </Step>

  <Step title="Describe the steps">
    In plain language: what happens first, then, and the expected result.
  </Step>

  <Step title="Set when it runs">
    By schedule (daily, weekly) or on demand.
  </Step>

  <Step title="Track the runs">
    See the history and results of each run.
  </Step>
</Steps>

## Task, process, or team?

| Use…                                 | When                                            |
| ------------------------------------ | ----------------------------------------------- |
| [Task](/en/automation/task-board)    | It's a single job or a simple one-step routine. |
| **Process**                          | Several chained steps that repeat.              |
| [Team](/en/intelligence/agent-teams) | You need multiple specialties collaborating.    |

## Next steps

<CardGroup cols={2}>
  <Card title="Task Board" icon="kanban" href="/en/automation/task-board">
    For one-off jobs and simple routines.
  </Card>

  <Card title="Security & Access" icon="shield-check" href="/en/administration/security-and-access">
    Set approvals for sensitive process actions.
  </Card>
</CardGroup>