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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

Procedure

All the moving parts, working as one.

Connect flows, decisions, approvals, and applications into one Procedure that completes the process from beginning to end.

Book a Demo
Grant access from a Jira ticket
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

Drag to explore · pinch to zoom

From request to completion

See how a Jira access request moves through four connected cards to retrieve the right details, grant access in Google Workspace, and create a user in an internal tool.

New Jira ticket created
Pull HR details from Rippling
Grant access in Google Workspace
Create user in internal tool

How procedures work

Every part of the process, connected.

Combine flows, rules, approvals, and API calls to run the process from beginning to end.

Webhook

Starts the Procedure when another system sends a signal, and it has to sit first in the chain. Use it when a new ticket, form submit, or outside event should kick off the rest of the steps so nobody has to press Run each time.

  • New ticket
  • Form submitted
  • Employee update

And more building blocks

Sketch a step for later, nest a Procedure you already trust, shape text with AI, and turn finished runs into a short digest.

  • Gray branching network of five connected rings

    Procedure

    Runs another Procedure as a single step inside this one. Use it when a sequence you already trust should repeat inside a larger process, so you reuse the whole chain instead of rebuilding the same cards again.

  • Magenta head profile with a spiral inside

    AI

    Sends values from earlier steps into a prompt and returns text you can use next. Reach for it when you need a short write-up, a classification, or a cleaned message before Slack, a rule, or another card continues.

  • Lime document with a folded top-right corner

    Draft

    Holds a planned step before it is a real card. Drop it in while you are still sketching the process, name what should happen later, then turn it into Extraction, Execution, or another type when you are ready to build it.

  • Yellow document with three raised dots along the edge

    Summary

    Turns results from Procedure runs into a short readable digest. Use it when people need the outcome of many steps in plain language, without opening every card or replaying the full history.

Extractions

Data from any app, ready for the next step.

Highlight a table once. Each run follows its pages, cleans it up, and hands the rows to the steps that follow.

  • Tables, lists, and documents
  • Up to 100 pages, joined into one table
  • Cleaned up in plain words
Explore extractions
SalesforceOpportunities
OpportunitiesAll Open · 214 items
Search this list…Sorted by Close Date
Opportunity NameAccount NameStageAmount
Acme — Renewal FY27Acme CorpNegotiation$84,000.00
Globex — ExpansionGlobexProposal$126,500.00
Initech — PlatformInitechDiscovery$42,000.00
Umbrella — SeatsUmbrella HealthNegotiation$18,750.00
Hooli — PilotHooliQualification$9,900.00
Vandelay — RenewalVandelay ImportsProposal$61,200.00
6 of 214 itemsScroll to load more
Extraction
Salesforce

Extract open opportunities

Opportunities · All Open

Output variables

  • opportunity
  • opportunity_link
  • account
  • stage
  • amount
More pages foundLinks kept as their own column

Built for change

Adapt your procedures as your work evolves

Change individual steps, connect systems in new ways, and keep your processes moving without rebuilding everything from scratch.

Modular by design

Change one part, not the whole process.

Update, replace, or reuse individual parts of a Procedure while keeping everything else intact.

What you can change

  • Update a single part
  • Replace a card without rebuilding
  • Add or remove a step
  • Reuse a Procedure inside another
Extraction
Jira

Extract Open Tickets - Final

Extracted variables

  • request_type
  • key
  • summary
  • reporter
  • assignee
  • status
  • created
  • time_to_resolution
Rule logic

jira-onboard-stepwork

Jira-oboarding

Input variables

  • request_type
Extraction
Jira

Extract Ticket Details - Final

Input variables

  • Ticket_Key

Extracted variables

  • preferred_name
  • manager
  • job_title
  • department
  • region_location
  • employee_location
  • last_name_lower
  • first_name_lower
  • last_name
  • first_name
Execution
Google

Add User to Google Admin - Final

Input variables

  • First_Name
  • Last_Name
  • PrimaryEmail
Execution
Microsoft

Add User to Azure - Final

Input variables

  • Department
  • Email_Alias
  • First_Name
  • Full_Name
  • Job_Title
  • Last_Name
  • Usage_location
Jira onboarding
Inbound form to CRM

API Sandwich

Connect the steps your APIs can’t reach.

Use APIs or webhooks to start and finish a Procedure, while Stepwork coordinates the human work, decisions, and follow-ups in between.

What happens in between

  • Start a Procedure from an API or webhook
  • Assign tasks that require human input
  • Keep approvals and decisions moving
  • Send the completed outcome back to your systems

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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