Stepwork logoStepwork logo
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

Stepwork Marketplace

Ready-made Automations You Can Start From

803 flows
228 procedures

The Marketplace is where Stepwork collects reusable workflows across 140+ apps, so teams start from something proven, not a blank canvas.

Book a Demo

Workflows across 140+ apps.

  • 1Password logo1Password
  • 6sense logo6sense
  • Atlassian logoAtlassian
  • Airbase logoAirbase
  • AuditBoard logoAuditBoard
  • Airtable logoAirtable
  • CaptivateIQ logoCaptivateIQ
  • Apollo logoApollo
  • Chili Piper logoChili Piper
  • Ariba logoAriba
  • Cloudflare logoCloudflare
  • Asana logoAsana
  • Confluence logoConfluence
  • Ashby logoAshby
  • Crossbeam logoCrossbeam
  • AWS logoAWS
  • CrowdStrike logoCrowdStrike
  • BambooHR logoBambooHR
  • Duo Security logoDuo Security
  • Bill.com logoBill.com
  • Expensify logoExpensify
  • Box logoBox
  • Freshservice logoFreshservice
  • Brex logoBrex
  • Gainsight logoGainsight
  • Calendly logoCalendly
  • Gatekeeper logoGatekeeper
  • Carta logoCarta
  • Greenhouse logoGreenhouse
  • Checkr logoCheckr
  • JumpCloud logoJumpCloud
  • CircleCI logoCircleCI
  • LinkSquares logoLinkSquares
  • Clari logoClari
  • Microsoft 365 logoMicrosoft 365
  • Clearbit logoClearbit
  • Monday.com logoMonday.com
  • ClickUp logoClickUp
  • MongoDB Atlas logoMongoDB Atlas
  • Coupa logoCoupa
  • PagerDuty logoPagerDuty
  • Cursor logoCursor
  • Pipedrive logoPipedrive
  • Datadog logoDatadog
  • Procurify logoProcurify
  • Deel logoDeel
  • Productiv logoProductiv
  • Dialpad logoDialpad
  • Proofpoint logoProofpoint
  • DocuSign logoDocuSign
  • Qualified logoQualified
  • Drata logoDrata
  • Salesforce logoSalesforce
  • Drift logoDrift
  • Salesloft logoSalesloft
  • Dropbox logoDropbox
  • SAP Ariba logoSAP Ariba
  • Duo logoDuo
  • Secureframe logoSecureframe
  • Envoy logoEnvoy
  • SentinelOne logoSentinelOne
  • Figma logoFigma
  • ServiceNow logoServiceNow
  • Front logoFront
  • Smartsheet logoSmartsheet
  • G2 logoG2
  • Snowflake logoSnowflake
  • GitHub logoGitHub
  • Sophos Central logoSophos Central
  • GitLab logoGitLab
  • Tailscale logoTailscale
  • Gong logoGong
  • Adobe Creative Cloud logoAdobe Creative Cloud
  • Gusto logoGusto
  • ADP Workforce Now logoADP Workforce Now
  • Highspot logoHighspot
  • Amazon Business logoAmazon Business
  • HubSpot logoHubSpot
  • Atlassian Administration logoAtlassian Administration
  • Intercom logoIntercom
  • ChatGPT Enterprise logoChatGPT Enterprise
  • Ironclad logoIronclad
  • Dun & Bradstreet logoDun & Bradstreet
  • Jamf logoJamf
  • Google Cloud Platform logoGoogle Cloud Platform
  • Jira logoJira
  • Google Workspace logoGoogle Workspace
  • Kandji logoKandji
  • LinkedIn Sales Navigator logoLinkedIn Sales Navigator
  • Klue logoKlue
  • Microsoft Azure logoMicrosoft Azure
  • KnowBe4 logoKnowBe4
  • Microsoft Entra ID logoMicrosoft Entra ID
  • Lattice logoLattice
  • Microsoft Intune logoMicrosoft Intune
  • Lever logoLever
  • QuickBooks Online logoQuickBooks Online
  • Linear logoLinear
  • SecurityScorecard logoSecurityScorecard
  • Looker logoLooker
  • Lusha logoLusha
  • Mimecast logoMimecast
  • Miro logoMiro
  • Navan logoNavan
  • NetSuite logoNetSuite
  • Notion logoNotion
  • Okta logoOkta
  • OneTrust logoOneTrust
  • Outreach logoOutreach
  • PandaDoc logoPandaDoc
  • Postman logoPostman
  • Precoro logoPrecoro
  • Ramp logoRamp
  • Rippling logoRippling
  • Sentry logoSentry
  • Slack logoSlack
  • Snyk logoSnyk
  • Sophos logoSophos
  • Splunk logoSplunk
  • Stripe logoStripe
  • Tableau logoTableau
  • Tenable logoTenable
  • Tropic logoTropic
  • Twilio logoTwilio
  • Typeform logoTypeform
  • Vanta logoVanta
  • Vendr logoVendr
  • Vercel logoVercel
  • Vidyard logoVidyard
  • Whistic logoWhistic
  • Wiz logoWiz
  • Workable logoWorkable
  • Workday logoWorkday
  • Zendesk logoZendesk
  • Zip logoZip
  • Zoom logoZoom
  • Zscaler logoZscaler
  • ZoomInfo logoZoomInfo
  • Zylo logoZylo
  • 1Password logo1Password
  • 6sense logo6sense
  • Atlassian logoAtlassian
  • Airbase logoAirbase
  • AuditBoard logoAuditBoard
  • Airtable logoAirtable
  • CaptivateIQ logoCaptivateIQ
  • Apollo logoApollo
  • Chili Piper logoChili Piper
  • Ariba logoAriba
  • Cloudflare logoCloudflare
  • Asana logoAsana
  • Confluence logoConfluence
  • Ashby logoAshby
  • Crossbeam logoCrossbeam
  • AWS logoAWS
  • CrowdStrike logoCrowdStrike
  • BambooHR logoBambooHR
  • Duo Security logoDuo Security
  • Bill.com logoBill.com
  • Expensify logoExpensify
  • Box logoBox
  • Freshservice logoFreshservice
  • Brex logoBrex
  • Gainsight logoGainsight
  • Calendly logoCalendly
  • Gatekeeper logoGatekeeper
  • Carta logoCarta
  • Greenhouse logoGreenhouse
  • Checkr logoCheckr
  • JumpCloud logoJumpCloud
  • CircleCI logoCircleCI
  • LinkSquares logoLinkSquares
  • Clari logoClari
  • Microsoft 365 logoMicrosoft 365
  • Clearbit logoClearbit
  • Monday.com logoMonday.com
  • ClickUp logoClickUp
  • MongoDB Atlas logoMongoDB Atlas
  • Coupa logoCoupa
  • PagerDuty logoPagerDuty
  • Cursor logoCursor
  • Pipedrive logoPipedrive
  • Datadog logoDatadog
  • Procurify logoProcurify
  • Deel logoDeel
  • Productiv logoProductiv
  • Dialpad logoDialpad
  • Proofpoint logoProofpoint
  • DocuSign logoDocuSign
  • Qualified logoQualified
  • Drata logoDrata
  • Salesforce logoSalesforce
  • Drift logoDrift
  • Salesloft logoSalesloft
  • Dropbox logoDropbox
  • SAP Ariba logoSAP Ariba
  • Duo logoDuo
  • Secureframe logoSecureframe
  • Envoy logoEnvoy
  • SentinelOne logoSentinelOne
  • Figma logoFigma
  • ServiceNow logoServiceNow
  • Front logoFront
  • Smartsheet logoSmartsheet
  • G2 logoG2
  • Snowflake logoSnowflake
  • GitHub logoGitHub
  • Sophos Central logoSophos Central
  • GitLab logoGitLab
  • Tailscale logoTailscale
  • Gong logoGong
  • Adobe Creative Cloud logoAdobe Creative Cloud
  • Gusto logoGusto
  • ADP Workforce Now logoADP Workforce Now
  • Highspot logoHighspot
  • Amazon Business logoAmazon Business
  • HubSpot logoHubSpot
  • Atlassian Administration logoAtlassian Administration
  • Intercom logoIntercom
  • ChatGPT Enterprise logoChatGPT Enterprise
  • Ironclad logoIronclad
  • Dun & Bradstreet logoDun & Bradstreet
  • Jamf logoJamf
  • Google Cloud Platform logoGoogle Cloud Platform
  • Jira logoJira
  • Google Workspace logoGoogle Workspace
  • Kandji logoKandji
  • LinkedIn Sales Navigator logoLinkedIn Sales Navigator
  • Klue logoKlue
  • Microsoft Azure logoMicrosoft Azure
  • KnowBe4 logoKnowBe4
  • Microsoft Entra ID logoMicrosoft Entra ID
  • Lattice logoLattice
  • Microsoft Intune logoMicrosoft Intune
  • Lever logoLever
  • QuickBooks Online logoQuickBooks Online
  • Linear logoLinear
  • SecurityScorecard logoSecurityScorecard
  • Looker logoLooker
  • Lusha logoLusha
  • Mimecast logoMimecast
  • Miro logoMiro
  • Navan logoNavan
  • NetSuite logoNetSuite
  • Notion logoNotion
  • Okta logoOkta
  • OneTrust logoOneTrust
  • Outreach logoOutreach
  • PandaDoc logoPandaDoc
  • Postman logoPostman
  • Precoro logoPrecoro
  • Ramp logoRamp
  • Rippling logoRippling
  • Sentry logoSentry
  • Slack logoSlack
  • Snyk logoSnyk
  • Sophos logoSophos
  • Splunk logoSplunk
  • Stripe logoStripe
  • Tableau logoTableau
  • Tenable logoTenable
  • Tropic logoTropic
  • Twilio logoTwilio
  • Typeform logoTypeform
  • Vanta logoVanta
  • Vendr logoVendr
  • Vercel logoVercel
  • Vidyard logoVidyard
  • Whistic logoWhistic
  • Wiz logoWiz
  • Workable logoWorkable
  • Workday logoWorkday
  • Zendesk logoZendesk
  • Zip logoZip
  • Zoom logoZoom
  • Zscaler logoZscaler
  • ZoomInfo logoZoomInfo
  • Zylo logoZylo
  • 1Password logo1Password
  • 6sense logo6sense
  • Atlassian logoAtlassian
  • Airbase logoAirbase
  • AuditBoard logoAuditBoard
  • Airtable logoAirtable
  • CaptivateIQ logoCaptivateIQ
  • Apollo logoApollo
  • Chili Piper logoChili Piper
  • Ariba logoAriba
  • Cloudflare logoCloudflare
  • Asana logoAsana
  • Confluence logoConfluence
  • Ashby logoAshby
  • Crossbeam logoCrossbeam
  • AWS logoAWS
  • CrowdStrike logoCrowdStrike
  • BambooHR logoBambooHR
  • Duo Security logoDuo Security
  • Bill.com logoBill.com
  • Expensify logoExpensify
  • Box logoBox
  • Freshservice logoFreshservice
  • Brex logoBrex
  • Gainsight logoGainsight
  • Calendly logoCalendly
  • Gatekeeper logoGatekeeper
  • Carta logoCarta
  • Greenhouse logoGreenhouse
  • Checkr logoCheckr
  • JumpCloud logoJumpCloud
  • CircleCI logoCircleCI
  • LinkSquares logoLinkSquares
  • Clari logoClari
  • Microsoft 365 logoMicrosoft 365
  • Clearbit logoClearbit
  • Monday.com logoMonday.com
  • ClickUp logoClickUp
  • MongoDB Atlas logoMongoDB Atlas
  • Coupa logoCoupa
  • PagerDuty logoPagerDuty
  • Cursor logoCursor
  • Pipedrive logoPipedrive
  • Datadog logoDatadog
  • Procurify logoProcurify
  • Deel logoDeel
  • Productiv logoProductiv
  • Dialpad logoDialpad
  • Proofpoint logoProofpoint
  • DocuSign logoDocuSign
  • Qualified logoQualified
  • Drata logoDrata
  • Salesforce logoSalesforce
  • Drift logoDrift
  • Salesloft logoSalesloft
  • Dropbox logoDropbox
  • SAP Ariba logoSAP Ariba
  • Duo logoDuo
  • Secureframe logoSecureframe
  • Envoy logoEnvoy
  • SentinelOne logoSentinelOne
  • Figma logoFigma
  • ServiceNow logoServiceNow
  • Front logoFront
  • Smartsheet logoSmartsheet
  • G2 logoG2
  • Snowflake logoSnowflake
  • GitHub logoGitHub
  • Sophos Central logoSophos Central
  • GitLab logoGitLab
  • Tailscale logoTailscale
  • Gong logoGong
  • Adobe Creative Cloud logoAdobe Creative Cloud
  • Gusto logoGusto
  • ADP Workforce Now logoADP Workforce Now
  • Highspot logoHighspot
  • Amazon Business logoAmazon Business
  • HubSpot logoHubSpot
  • Atlassian Administration logoAtlassian Administration
  • Intercom logoIntercom
  • ChatGPT Enterprise logoChatGPT Enterprise
  • Ironclad logoIronclad
  • Dun & Bradstreet logoDun & Bradstreet
  • Jamf logoJamf
  • Google Cloud Platform logoGoogle Cloud Platform
  • Jira logoJira
  • Google Workspace logoGoogle Workspace
  • Kandji logoKandji
  • LinkedIn Sales Navigator logoLinkedIn Sales Navigator
  • Klue logoKlue
  • Microsoft Azure logoMicrosoft Azure
  • KnowBe4 logoKnowBe4
  • Microsoft Entra ID logoMicrosoft Entra ID
  • Lattice logoLattice
  • Microsoft Intune logoMicrosoft Intune
  • Lever logoLever
  • QuickBooks Online logoQuickBooks Online
  • Linear logoLinear
  • SecurityScorecard logoSecurityScorecard
  • Looker logoLooker
  • Lusha logoLusha
  • Mimecast logoMimecast
  • Miro logoMiro
  • Navan logoNavan
  • NetSuite logoNetSuite
  • Notion logoNotion
  • Okta logoOkta
  • OneTrust logoOneTrust
  • Outreach logoOutreach
  • PandaDoc logoPandaDoc
  • Postman logoPostman
  • Precoro logoPrecoro
  • Ramp logoRamp
  • Rippling logoRippling
  • Sentry logoSentry
  • Slack logoSlack
  • Snyk logoSnyk
  • Sophos logoSophos
  • Splunk logoSplunk
  • Stripe logoStripe
  • Tableau logoTableau
  • Tenable logoTenable
  • Tropic logoTropic
  • Twilio logoTwilio
  • Typeform logoTypeform
  • Vanta logoVanta
  • Vendr logoVendr
  • Vercel logoVercel
  • Vidyard logoVidyard
  • Whistic logoWhistic
  • Wiz logoWiz
  • Workable logoWorkable
  • Workday logoWorkday
  • Zendesk logoZendesk
  • Zip logoZip
  • Zoom logoZoom
  • Zscaler logoZscaler
  • ZoomInfo logoZoomInfo
  • Zylo logoZylo
  • 1Password logo1Password
  • 6sense logo6sense
  • Atlassian logoAtlassian
  • Airbase logoAirbase
  • AuditBoard logoAuditBoard
  • Airtable logoAirtable
  • CaptivateIQ logoCaptivateIQ
  • Apollo logoApollo
  • Chili Piper logoChili Piper
  • Ariba logoAriba
  • Cloudflare logoCloudflare
  • Asana logoAsana
  • Confluence logoConfluence
  • Ashby logoAshby
  • Crossbeam logoCrossbeam
  • AWS logoAWS
  • CrowdStrike logoCrowdStrike
  • BambooHR logoBambooHR
  • Duo Security logoDuo Security
  • Bill.com logoBill.com
  • Expensify logoExpensify
  • Box logoBox
  • Freshservice logoFreshservice
  • Brex logoBrex
  • Gainsight logoGainsight
  • Calendly logoCalendly
  • Gatekeeper logoGatekeeper
  • Carta logoCarta
  • Greenhouse logoGreenhouse
  • Checkr logoCheckr
  • JumpCloud logoJumpCloud
  • CircleCI logoCircleCI
  • LinkSquares logoLinkSquares
  • Clari logoClari
  • Microsoft 365 logoMicrosoft 365
  • Clearbit logoClearbit
  • Monday.com logoMonday.com
  • ClickUp logoClickUp
  • MongoDB Atlas logoMongoDB Atlas
  • Coupa logoCoupa
  • PagerDuty logoPagerDuty
  • Cursor logoCursor
  • Pipedrive logoPipedrive
  • Datadog logoDatadog
  • Procurify logoProcurify
  • Deel logoDeel
  • Productiv logoProductiv
  • Dialpad logoDialpad
  • Proofpoint logoProofpoint
  • DocuSign logoDocuSign
  • Qualified logoQualified
  • Drata logoDrata
  • Salesforce logoSalesforce
  • Drift logoDrift
  • Salesloft logoSalesloft
  • Dropbox logoDropbox
  • SAP Ariba logoSAP Ariba
  • Duo logoDuo
  • Secureframe logoSecureframe
  • Envoy logoEnvoy
  • SentinelOne logoSentinelOne
  • Figma logoFigma
  • ServiceNow logoServiceNow
  • Front logoFront
  • Smartsheet logoSmartsheet
  • G2 logoG2
  • Snowflake logoSnowflake
  • GitHub logoGitHub
  • Sophos Central logoSophos Central
  • GitLab logoGitLab
  • Tailscale logoTailscale
  • Gong logoGong
  • Adobe Creative Cloud logoAdobe Creative Cloud
  • Gusto logoGusto
  • ADP Workforce Now logoADP Workforce Now
  • Highspot logoHighspot
  • Amazon Business logoAmazon Business
  • HubSpot logoHubSpot
  • Atlassian Administration logoAtlassian Administration
  • Intercom logoIntercom
  • ChatGPT Enterprise logoChatGPT Enterprise
  • Ironclad logoIronclad
  • Dun & Bradstreet logoDun & Bradstreet
  • Jamf logoJamf
  • Google Cloud Platform logoGoogle Cloud Platform
  • Jira logoJira
  • Google Workspace logoGoogle Workspace
  • Kandji logoKandji
  • LinkedIn Sales Navigator logoLinkedIn Sales Navigator
  • Klue logoKlue
  • Microsoft Azure logoMicrosoft Azure
  • KnowBe4 logoKnowBe4
  • Microsoft Entra ID logoMicrosoft Entra ID
  • Lattice logoLattice
  • Microsoft Intune logoMicrosoft Intune
  • Lever logoLever
  • QuickBooks Online logoQuickBooks Online
  • Linear logoLinear
  • SecurityScorecard logoSecurityScorecard
  • Looker logoLooker
  • Lusha logoLusha
  • Mimecast logoMimecast
  • Miro logoMiro
  • Navan logoNavan
  • NetSuite logoNetSuite
  • Notion logoNotion
  • Okta logoOkta
  • OneTrust logoOneTrust
  • Outreach logoOutreach
  • PandaDoc logoPandaDoc
  • Postman logoPostman
  • Precoro logoPrecoro
  • Ramp logoRamp
  • Rippling logoRippling
  • Sentry logoSentry
  • Slack logoSlack
  • Snyk logoSnyk
  • Sophos logoSophos
  • Splunk logoSplunk
  • Stripe logoStripe
  • Tableau logoTableau
  • Tenable logoTenable
  • Tropic logoTropic
  • Twilio logoTwilio
  • Typeform logoTypeform
  • Vanta logoVanta
  • Vendr logoVendr
  • Vercel logoVercel
  • Vidyard logoVidyard
  • Whistic logoWhistic
  • Wiz logoWiz
  • Workable logoWorkable
  • Workday logoWorkday
  • Zendesk logoZendesk
  • Zip logoZip
  • Zoom logoZoom
  • Zscaler logoZscaler
  • ZoomInfo logoZoomInfo
  • Zylo logoZylo

The most popular flows teams run

High impact~4h / month
Okta

Okta

Deactivate user account

Signs into the Okta admin console, locates the user by email, deactivates the account, and confirms the status change ended all SSO sessions.

Employee offboarding

High impact~4h / month
Microsoft Entra ID

Microsoft Entra ID

Create user with group memberships

Creates a new Entra user and adds them to the security groups that grant team apps and shared resources.

Employee onboarding

Medium impact~2h / month
Microsoft 365

Microsoft 365

Assign license to user

Opens the Microsoft 365 admin center, locates the user, and assigns the specified license SKU.

Helpdesk & requests

High impact~2h / month
Figma

Figma

Downgrade editor to viewer

Changes a member's seat from editor to viewer in Figma admin, reclaiming the paid seat.

License & seat management

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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SAP Ariba

Extract contract workspace expirations

What it does

Extracts contract workspaces with end dates in the horizon window and their auto-renew terms.

Best for

Manager

Department

Procurement

Use case

Vendor & renewal management

Business outcome

Cost savings

Impact

No enterprise agreement renews without a deliberate decision.

High impact~2h / month

Manual work replaced

Enterprise agreements auto-renewing because the workspace calendar went unwatched.

Application

SAP Ariba logoSAP Ariba

How it runs

ScheduledWeekly

Type

FlowExtraction
Book a Demo