Capture steps into ProcessPlan from any webpage
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate ProcessPlan in the browser
Launch any ProcessPlan process directly from a CRM record, email, or support ticket without tab switching
Automatically extract data from the current page and pre-fill ProcessPlan task fields, eliminating copy-paste errors
Embed a ProcessPlan task launcher or status panel as a sidebar overlay in any web app your team already uses
Surface the right ProcessPlan process for a given context automatically, so team members start the correct workflow every time
Unlike Zapier or iPaaS tools, PixieBrix operates in the browser where the work happens; actions fire instantly without background sync delays
AI Copilot in the sidebar can interpret the current page, suggest which ProcessPlan process to run, and draft the task description before submission
Integrate ProcessPlan with 3000+ apps
Featured
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Datadog monitors infrastructure, applications, logs, metrics, and performance.
Microsoft Teams enables chat, meetings, and team collaboration.
Slack is the central hub for team communication and collaboration.
Google Drive is Google’s cloud-based file storage and collaboration platform that allows individuals and teams to securely store, access, and co-edit documents, spreadsheets, and files from any device.
Freshdesk manages customer support tickets, SLAs, and conversations.
Intercom manages customer conversations across chat, email, and messaging.

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ProcessPlan frustrations that cost your team hours every week
  • Context switching between ProcessPlan and other tools (CRM, email, support desk) to gather the information needed to start or complete a process
  • Manually copying data from web pages, emails, or external apps into ProcessPlan process forms and task fields
  • No quick way to launch a specific ProcessPlan process while working in another web app — requires navigating away to find and trigger the right workflow
  • Dropdown fields in ProcessPlan populate slowly and restrict visible entries, forcing users to type partial values rather than selecting from a list
  • Inconsistent process initiation — team members skip steps or fill in fields incorrectly because they lack context from surrounding tools at the time of data entry
  • Notification fatigue: ProcessPlan task notifications look similar to marketing emails, causing users to ignore them and miss action items

Chat with AI to create your first custom workflow

Extract the key details from this page and suggest which ProcessPlan process to launch, then pre-fill the required task fields
Start Process from Page
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List my open ProcessPlan tasks for today and summarize what each one needs so I can prioritize them quickly
Summarize Active Tasks
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I'm viewing a CRM record — extract the relevant account and contact details and create a new ProcessPlan task pre-filled with that information
Capture from CRM
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Based on the content of this page, write a clear task description I can paste into a new ProcessPlan process step
Draft Task Description
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Review this page's content and tell me which step in my ProcessPlan workflow it corresponds to, and what I need to complete it
Identify Next Step
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I just completed a call or review — summarize the outcome from my notes on this page and create a ProcessPlan task to record it
Log Outcome
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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

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PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

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PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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2026 PixieBrix, Inc.