Settings

Configure your ProcessOS instance

Platform Setup Guide

Essential steps to configure your organization's workspace.

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Step 1

Business Profile

Organization Setup

Define your industry, geography, and operational context.

Step 2

Compliance Framework

Regulatory Requirements

Map applicable regulations and compliance standards.

Step 3

Policy Management

Internal Governance

Define and manage organizational policies and SOPs.

Step 4

Project Portfolio

Active Projects

Track all projects and workflows your organization is managing.

Step 5

Automation Analysis

Optimization Opportunities

Identify which projects can benefit from automation.

Step 6

Performance Metrics

KPI Tracking

Monitor project outcomes and operational performance.

Account Information

Manage your account information

Notifications

Configure how you receive alerts

Policy Review Reminders

Get notified when policies need review

Compliance Alerts

Alerts for compliance status changes

Process Updates

Notifications for process modifications

Automation Reports

Weekly automation performance reports

Integrations (MCP Servers)

Connect external services and APIs via MCP

Data

ProcessOS

Version 0.1.0

Enterprise Process & Automation Platform