What's new
Product updates
New features and improvements we've shipped to streamsapp. We're building constantly. Here's the latest.
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July 2026
- Improvement
Turn your spreadsheet into a stream with AI
The AI Stream Builder now accepts Excel files (.xlsx). Upload the spreadsheet you currently track work in: column headers become fields, a stage or status column becomes the steps, and the AI writes documentation for each one. Moving off the spreadsheet now takes one upload.
- Feature
Members can now see only their own records
A new per-stream setting restricts member logins to the records they created, while owners and admins still see everything. Members can submit and track their own work without seeing anyone else's, across every list, search, and dashboard. Perfect for maintenance requests, IT tickets, or supply orders across multiple locations. Automations now also fire when a record is first submitted, so an admin can be emailed the moment a new request comes in.
- Improvement
See your AI-built stream as a flow diagram
When the AI Stream Builder proposes a plan, the steps now appear as a colour-coded flow diagram (the same style as the Timeline page), so you can sanity-check the process shape at a glance before creating it.
- Feature
Step time targets + a Monday briefing when work gets stuck
Give any step a target, like 'quotes should clear in 7 days', and Streams flags every record that's over it: on the record itself, and in Lake Analytics with exact counts of what's past target. Then, every Monday morning, owners and admins get a short email listing the records that need a push (only when there's actually something to flag; quiet weeks send nothing). Set a target in stream settings → edit step.
- Improvement
Build a stream from a PowerPoint
The AI Stream Builder now reads PowerPoint decks (.pptx) as well as PDFs and Word docs, so you can turn a 'systems and processes' slide deck straight into a working stream. It pulls in both the slide content and your speaker notes.
- Feature
Lake Analytics: see where your work is piling up
The Lake now has an Analytics tab: a free, instant dashboard (no AI, always exact) showing how your records are spread across each step, how long they've been sitting there, and which ones have been stuck the longest. Spot bottlenecks at a glance: any step where work is averaging over a month gets flagged. Great for your Monday review.
- Feature
Ask the Lake: plain-English answers about all your records
Every stream now flows into the Lake: a single place to ask questions about all your records at once, in plain English. 'How many jobs are at each step?' 'Which records have been sitting untouched the longest?' 'Who has the most unassigned work?' You get an answer straight away, drawn only from your own data, with no filters or spreadsheets to build. Find it under Lake in the sidebar.
- Feature
See a record's whole story across every stream
When a record has moved through more than one process, say a store that was opened, then later decommissioned, you can now open its full record and see the whole journey in one place: every stream it passed through, all its details merged together (each showing which stream it came from), and a single combined activity history. Look for 'View full record across all streams' on any linked record.
- Feature
Build a stream with AI
Don't start from a blank page. Describe your process in a few words, or upload a procedure document (PDF or Word), and the AI Stream Builder drafts a complete workflow for you: the steps, the fields (including dropdowns), and the documentation for each stage. Review it, tweak it by chat, and create it in one click.
- Improvement
Label your uploaded files
Every file and photo on a record can now have a short label ('Front of store', 'Signed lease', 'Damage, rear panel') so a page of similar attachments is easy to tell apart at a glance. Labels are optional, editable anytime, and included in CSV exports.
- Feature
Copy & link records between streams
When a record finishes one process and starts another, like a store moving from opening to decommissioning, you can now copy it into the new stream instead of moving it. The original stays put with its full history and becomes read-only (a banner links to where it continued), the copy starts the new process with the same details, and both records link back to each other.
- Improvement
Browse a record's earlier steps without moving it
New arrows on the Fields card let you flick back through what was captured at each step (quotes, dates, documents) without changing where the record actually is in the process.
- Feature
Automations: do things when a record moves
Set up rules that run automatically when a record enters a step: create a follow-up task or send a templated email, no manual work required. Configure them per stream in settings.
- Feature
Notes and tasks on every record
Leave notes on any record to keep your team in the loop, and add tasks with due dates and assignees so nothing slips through. Available on every record, no plugin required.
- Feature
Export your organisation's data
Owners and admins can now download a complete copy of their organisation's data (records, streams, invoices, quotes, and activity) as a single file from Settings. Your data is always yours.
- Improvement
Attach multiple files and photos to a field
Upload several images or documents to a single field: pick a batch at once, or keep adding more. Perfect for site photos, receipts, and paperwork that come in more than one file.
- Improvement
Move records forward with one clear button
A record's next step is now a single, obvious button, plus a clearly-labelled way to step back. No more guessing how to advance a record through your workflow.
June 2026
- Improvement
A smoother experience on mobile
Forms and pages now behave properly on phones: no more zoomed-in, cut-off screens when you tap into a field. Run your workflow from anywhere.
- Feature
Send SMS from any record
Text a contact directly from a record and have the message tracked against them, without switching to your phone.
- Security
Passkeys, two-factor authentication & account security
Secure sign-in with passkeys or an authenticator app, a recovery email, and org-wide policies that can require 2FA for every member.
- Feature
Self-service account settings
Every member now has a My Account page to update their name, sign-in email, mobile, notification preferences, and password.
May 2026
- Feature
AI Suggest & Polish for step documentation
Draft step documentation with one click and tidy up your wording with AI, so every stage is clearly documented for your team.
- Feature
Stream templates
Start from a ready-made workflow (sales pipeline, onboarding, job tracking and more) instead of building every stream from scratch.
- Feature
Milestone timeline
A Gantt-style timeline of planned dates and step transitions across every record. Filter by stream, assignee, or record.
- Feature
AI stream creation & configurable record columns
Describe the workflow you want and have AI build the stream and steps for you. Plus, choose exactly which fields show as columns on each stream's record table.
- Improvement
Send email from your own domain
Verify your domain in-app to send from your own address, with an automatic fallback so new orgs can send straight away without DNS setup.
- Feature
Support tickets
Raise and track support requests without leaving the app.
- Improvement
Rename stream fields with full cascade
Rename a field and every record, document, and plugin reference updates automatically, with no broken data.
April 2026
- Improvement
Usage-based token pricing
A single monthly token allowance shared across AI features and plugins, with top-ups when you need more. Simpler than per-plugin plans.
- Plugin
QuickBooks accounting sync
Connect QuickBooks alongside Xero and MYOB so invoices sync to the accounting system you already use.
- Plugin
Xero & MYOB accounting sync
Connect the Invoicing plugin to Xero or MYOB. Invoices auto-sync on send, with status badges, retry, and CSV export. No double-entry.
- Plugin
Invoicing plugin
Create invoices with line items and GST/VAT, send branded PDFs by email, export to CSV, and turn an accepted quote into an invoice in one click.
- Feature
Data export
Export your records to CSV whenever you need them. Your data is always yours.
- Improvement
Smarter record search
Search across records with field memory, so finding the right deal or job is faster.
March 2026
- Feature
Full audit trail
Every record move, field edit, login, and plugin event is logged with a timestamp and user, and exportable to CSV for compliance.
- Plugin
Quotes & proposals plugin
Generate branded PDF quotes, send them by email, and let customers accept online with a digital signature.
- Feature
API access & key management
Create and manage API keys to integrate Streams with your other tools.
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