Use AI for ProcessPlan Process Starts and Pending Task Reviews

Discover startable process templates, start a process with supplied fields, and read instances or assigned pending tasks. Ask your connected AI assistant to explain the results or carry out the specified operation.

What to Ask Leina to Do with ProcessPlan

Copy a prompt, add your details, and send it to Leina in your connected team chat.

Select an available template and populate explicit fields.

List ProcessPlan templates, then start template [template ID] with fields [fields] and show the returned instance information.

Read tasks assigned to the current token user.

List my ProcessPlan pending tasks and summarize the returned work without marking anything complete.

Get Started with ProcessPlan

  1. Connect Your Account

    Connect with a ProcessPlan user-profile API token.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported ProcessPlan Capabilities

ProcessPlan connects supported service operations to your AI assistant. Discover startable process templates, start a process with supplied fields, and read instances or assigned pending tasks.

Processes

Discover templates, start instances, and list existing instances.

Pending Tasks

Read pending tasks assigned to the connected user.

View All 4 Actions
  • List Process Templates
  • Start Process
  • List Process Instances
  • List My Pending Tasks

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Frequently Asked Questions

Which tasks are returned?

The pending-task action reads tasks assigned to the current API token user.

Can I provide fields at start?

Yes. Supply fields together with the processTemplateId.

Does process creation complete workflow steps?

It starts a process instance. Pending steps still require their normal processing.

Your AI employee for ProcessPlan

Tell Leina what you need in your team chat. Include the source, destination, and expected result.