Simplify how your team works with structured, repeatable processes.
NextStep simplifies process creation and execution so your team can focus on doing great work. Here's how it works…
Create your process
Whether you start from scratch or use AI to jumpstart your workflow, it's easy to build a custom, step-by-step process that fits how your team works.
- AI-assisted or manual process creation
- Add content, inputs, dependencies, and dynamic due dates
- Drag-and-drop step builder – no code required
Run your process, the right way, every time
Launch your process and guide your team through each task with built-in structure, reminders, and automations.
- Run repeatable processes with consistency
- Dynamic due dates keep things on schedule
- Email alerts and smart notifications
Track what's working. Improve what's not.
See how your processes are actually being used, then make improvements to boost efficiency and results.
- Real-time analytics to monitor every run
- Team progress tracking
- Update and optimize processes for future use
Built for real-world workflows
Advanced features that make your processes smarter, more accessible, and easier to share.
Dynamic Due Dates
Auto-calculate deadlines based on when previous tasks are completed.
Form Fields
Collect info with dropdowns, checkboxes, file uploads, and more.
Conditional Logic
Lock tasks until prerequisites are done so nothing gets skipped.
Send Processes
Share via link or email. No login needed for guests.
Guest Sharing
Invite external people to collaborate on running processes.
Scheduling
Automatically run processes on a daily, weekly, or monthly schedule.
Assign Team Members
Assign people to specific tasks so nothing gets missed.
Webhooks
Send data to external tools when events happen in your processes.
White Labelling
Run processes on your own branded subdomain.
Get started with ready-made templates
Browse our library of free checklist templates. Preview, customize, and use them to streamline your workflows in minutes.
Employee Onboarding
Get new team members set up and productive with IT setup, HR paperwork, and first-week goals.
8 tasksClient Onboarding
Structured workflow covering kickoff, account setup, training, and handoff for new clients.
7 tasksContent Publishing
End-to-end content workflow from drafting and review to publishing and distribution.
7 tasksProject Kickoff
Align stakeholders on goals, timeline, risks, and communication for new projects.
6 tasksBug Report Triage
Receive, triage, fix, and verify bug reports with a structured resolution process.
6 tasksSales Demo Prep
Prepare for sales demos with research, environment setup, talking points, and follow-up.
6 tasksChoose the plan that's right for your team
Start with a 14-day free trial. No credit card required.
1 Creator
Perfect for individuals
- 1 process creator & manager
- Unlimited processes
- Unlimited guest participants
- Email support
What's the difference between a Creator and a Guest?
Creator
- Create and edit processes
- Delegate tasks and processes to your team
- Manage team and permissions
- View analytics and insights
- Schedule processes
- Run and participate in processes
Guests
- Create and edit processes
- Delegate tasks and processes to your team
- Manage team and permissions
- View analytics and insights
- Schedule processes
- Run and participate in processes
- No account required
Only pay for users who create & manage processes.
Share published and running processes with unlimited guests for free via links or direct invites.
Need more than 5 creators? Send an email and we'll get you set up.
Most people underestimate the power of great processes
Launching new features, onboarding customers, sending invoices, closing support tickets, none of it works without good process.
Processes run everything, from landing planes to growing businesses.
But when it comes to executing their most important work, most teams rely on scattered docs, Slack messages, and memory.
I've tried all the tools. They're great at documenting processes, but they're clunky, expensive, and painful to set up. After years of working with fast-moving teams, I realized: most of the real work isn't in projects or strategy, it's in repeatable processes.
I wanted something simple. Something my team could actually use. Clean like Notion. Structured like Airtable. Built for doing, not just storing.
So I built NextStep, a simple and flexible way to create and run your team's most important processes.
No complexity. No enterprise bloat. Just process that works. And if you ever need help, I'm just an email away, [email protected]
Founder