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How it works

Procedures

  • OverviewHow a Procedure runs the whole process
  • Extractions deep diveRead tables and documents, use them anywhere
Deterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
  • MSPsNew users and license true-ups
See every industry
Security
Log inBook a Demo
How it works

Procedures

  • OverviewHow a Procedure runs the whole process
  • Extractions deep diveRead tables and documents, use them anywhere
Deterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
  • MSPsNew users and license true-ups
See every industry
Security
Log inBook a Demo

For operations, finance, and IT teams

Show it once. Stepwork does it the same way every time.

Stepwork works in the websites and systems your team already uses. It logs in, clicks, types, and copies like a person would. No integrations, no code, no vendor sign-off.

Trusted by

  • Talkdesk logo
  • Calm logo
  • AngelList logo
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  • AngelList logo
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  • Calm logo
  • AngelList logo
  • Talkdesk logo
  • Calm logo
  • AngelList logo
Book a DemoSee how it works
Cursor logo

Extract Cursor member spend

Opens the admin page, finds a team member, and copies their spend, the way a person would.

Any website or app

If your team does it on a screen, Stepwork does it too.

Stepwork uses the same logins and screens your people use. That covers old in-house systems, supplier and government portals, and apps with no integration at all.

  • Google Workspace logo
  • Okta logo
  • Microsoft 365 logo
  • AWS logo
  • LinkedIn logo
  • Zendesk logo
  • HubSpot logo
  • Google Workspace logo
  • Okta logo
  • Microsoft 365 logo
  • AWS logo
  • LinkedIn logo
  • Zendesk logo
  • HubSpot logo
  • Google Workspace logo
  • Okta logo
  • Microsoft 365 logo
  • AWS logo
  • LinkedIn logo
  • Zendesk logo
  • HubSpot logo
  • Google Workspace logo
  • Okta logo
  • Microsoft 365 logo
  • AWS logo
  • LinkedIn logo
  • Zendesk logo
  • HubSpot logo
  • Google Workspace logo
  • Okta logo
  • Microsoft 365 logo
  • AWS logo
  • LinkedIn logo
  • Zendesk logo
  • HubSpot logo
  • Google Workspace logo
  • Okta logo
  • Microsoft 365 logo
  • AWS logo
  • LinkedIn logo
  • Zendesk logo
  • HubSpot logo
  • Salesforce logo
  • GitHub logo
  • Workday logo
  • Vanta logo
  • Slack logo
  • Notion logo
  • Serval logo
  • Salesforce logo
  • GitHub logo
  • Workday logo
  • Vanta logo
  • Slack logo
  • Notion logo
  • Serval logo
  • Salesforce logo
  • GitHub logo
  • Workday logo
  • Vanta logo
  • Slack logo
  • Notion logo
  • Serval logo
  • Salesforce logo
  • GitHub logo
  • Workday logo
  • Vanta logo
  • Slack logo
  • Notion logo
  • Serval logo
  • Salesforce logo
  • GitHub logo
  • Workday logo
  • Vanta logo
  • Slack logo
  • Notion logo
  • Serval logo
  • Salesforce logo
  • GitHub logo
  • Workday logo
  • Vanta logo
  • Slack logo
  • Notion logo
  • Serval logo
  • Jira logo
  • Linear logo
  • Snowflake logo
  • 1Password logo
  • Airtable logo
  • Figma logo
  • ServiceNow logo
  • Jira logo
  • Linear logo
  • Snowflake logo
  • 1Password logo
  • Airtable logo
  • Figma logo
  • ServiceNow logo
  • Jira logo
  • Linear logo
  • Snowflake logo
  • 1Password logo
  • Airtable logo
  • Figma logo
  • ServiceNow logo
  • Jira logo
  • Linear logo
  • Snowflake logo
  • 1Password logo
  • Airtable logo
  • Figma logo
  • ServiceNow logo
  • Jira logo
  • Linear logo
  • Snowflake logo
  • 1Password logo
  • Airtable logo
  • Figma logo
  • ServiceNow logo
  • Jira logo
  • Linear logo
  • Snowflake logo
  • 1Password logo
  • Airtable logo
  • Figma logo
  • ServiceNow logo

How it works

No coding. No training. You show it once.

Do the task once while Stepwork records it. Mark what changes, and it repeats the same steps from then on.

lookup.yourstate.govRecording
State Licensing Board

License lookup

Search by license number to see its status.

License number

Results show here

New flowUntitled flow

Steps

Press Record and do the task once. Every click and field shows up here as a step.

You
[01]

Press Record, then do the task the way you always do.

Do we have to train it?

No. There is no model to train. You show Stepwork the steps once, point at the information it should read, and write the rule for what counts, like “flag any license that expires within 30 days.” That's all it needs to know.

More on setting it up

From flows to Procedures

From one repeatable flow to a complete process

Chain flows together, add rules for what happens next, and ask a person to approve where it matters. Procedures run every step in order, so onboarding, offboarding, and access reviews go from request to done.

See the Procedure walkthrough
Access requestSetup estimateSetup est. 15 min
When a Jira ticket arrives, pull HR details from Rippling, grant access in Google Workspace, then create the user in an internal tool.
Webhook
Jira

New Jira ticket created

issue_created · jira.atlassian.net

Output variables

  • requester
  • ticket_id
Extraction
Rippling

Pull HR details from Rippling

Input variables

  • requester

Extracted variables

  • department
  • job_title
  • office
Execution
Google Workspace

Grant access in Google Workspace

Input variables

  • department
  • job_title
  • office
API
Internal tool

Create user in internal tool

Input variables

  • requester
  • job_title
  • department

Output

  • user_id
AngelList logo

Customer story

AngelList automated the work APIs couldn’t reach

Repeatable IT and back-office work now runs on its own: shown once, then executed in the same apps the team already uses.

Read the AngelList story
saved every week
30–40 hrs
running in their infrastructure
24/7

Same steps, every run

Important work shouldn’t be improvised

Many AI tools pick their own steps each time they run. When the work is granting access, paying an invoice, or filing a record, every step has to happen in order and leave a record. Stepwork follows the steps you recorded. That is what deterministic means.

AI that improvises

A different path each time

The AI picks its steps as it goes, so the same task can end differently from one run to the next.

Figma logoAdd a new user to Figma
path 01, completes incorrectly
path 02, completes correctly
path 03, stops midway
with 33% accuracy
Open Figma Admin
Go to Members
Add User
Assign Access Level
User not added
Wrong Access Level
User added with wrong access level
User Added
Try Again
Stepwork, deterministic

Your recorded steps, every time

Stepwork follows the steps your team recorded. Same input, same steps, same result.

Figma logoAdd a new user to Figma
One reliable path, every time
with 98% accuracy
Open Figma Admin
Go to Members
Add User
Assign Access Level
User Added

Audit trail

Evidence, not assurances

See exactly what Stepwork did on screen: what ran, who started it, every click it made, and how it ended.

Captured in every run

  • A screenshot of every step it took
  • Every step logged with the time it happened
  • The exact reason when something fails
  • Audit-ready records, mapped to the SOC 2 controls you agree on

A completed run record

Procedure

Automate the whole process, not one step of it

Chain flows together, add decision rules, call your APIs, and require approvals where they matter. Stepwork runs the process end to end.

Go to Procedure page
Extraction

Okta users inactive 90+ days

Extracted variables

  • idle_users
  • idle_user_count
Summary

Build weekly idle-user digest

Input variables

  • idle_users

Output

  • weekly_digest
Slack

Post Monday digest

Input variables

#it-ops
Message

This week’s idle account digest: weekly_digest

  • weekly_digest

Drag to explore · pinch to zoom

Security

Built for work you cannot afford to get wrong

Isolated execution, credentials that stay in your vault, access scoped by role, and a record of every run.

Go to Security page
  • GDPR logo
    GDPR
  • SOC II logo
    SOC II
  • NIST logo
    NISTComing soon
  • ISO 27001 logo
    ISO 27001Coming soon
Purple browser window set into a rounded square
[01]

Runs in an isolated container

Flows execute in an isolated browser container, either on a machine in your environment or in a Stepwork cloud container. Nothing runs directly against a user's everyday browser session.

Purple safe with a dial and crossbar handle
[02]

Your passwords stay in your vault

Stepwork reads credentials from 1Password when a flow runs. It stores a reference to the vault item, never the password itself.

Purple square with a branching three-node hierarchy
[03]

Scoped by role, isolated by organization

Administrators, managers, and members see and do different things. Data is scoped to your organization, and single sign-on connects Stepwork to the identity provider you already run.

Purple hardcover book with short embossed text lines
[04]

A record you can hand to a reviewer

Each run keeps its steps, outcome, and any failure reason, along with who triggered it and whether it ran on a schedule.

See it run on a process you already repeat

Bring one. We will show you what it looks like as a flow and what each run records.

Book a Demo
Stepwork

Deterministic agents for work that must run the same way every time.

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