Design custom entities, give them fields across 23 data types, and connect them with real relationships. Every record you capture flows through your process — and powers your UI, dashboards, workflows and AI agents.
Everything in Processo starts with the data model. An entity is a type of thing your business tracks — a customer, an order, a ticket. Fields describe each one. Relationships connect them so records flow together through your process.
Define a table for each thing you track. Each entity lives inside its process with its own records, workflows and permissions — fully isolated from the rest.
Add columns to an entity from 23 data types — text, number, currency, date, status, people, attachment and more — each with its own validation rules.
Link entities with one-to-many, lookups and object references. A record in one entity points to records in another, so your data stays connected and never duplicated.
Model your process the way you think about it — name the things you track, describe them, define relationships between them. No migrations, no DBA.
Create an entity for each business object — Customer, Order, Invoice. Start from a prebuilt process or a blank canvas; each entity is scoped to its process.
Pick from 23 data types, set required / unique validation, and flag sensitive fields as PII or ePHI so governance follows the data automatically.
Add a lookup or object-reference field to connect one entity to another, choosing one-to-many or one-to-one. Related records now travel together.
Records flow into UI, dashboards, workflows and AI agents instantly — the model you draw is the model everything else reads from.
A relationship is a field that points at another entity. Look up a customer from an order, reference an order from an invoice — the data stays in one place and every view pulls the live value.
Every field carries a type, optional validation rules, and a sensitivity flag. Capture money as Currency, choices as Dropdown or Status, people as a user picker, and files as Attachments — each rendered with the right input and stored correctly.
Access is part of the model, not a layer bolted on afterwards. Every entity carries its own rules — who can open it, which records they can reach, and whether they can take the data out.
Set once on the entity, enforced everywhere the data travels — pages, dashboards, queries, exports, workflows and AI agents all resolve the same rules.
See the full authorization model →Your entities are the foundation. Explore the capabilities that build on top of them.
Add and validate fields on any entity.
Explore →All 23 data types and the settings each one supports.
Explore →Mask fields, scope rows, route approvals.
Explore →The roles and hierarchy access resolves against.
Explore →Forms, lists and detail views bind to entities.
Explore →Pivot, chart and query your records.
Explore →Triggers and agents read and write records.
Explore →