Use cases
Procedures for the work your teams repeat
Pick your team. Each one lists the manual work Stepwork takes off its plate, the apps it runs in, the data it moves, and the rules and loops that keep it right.
IT
Accounts, access, helpdesk requestsIT helpdesk automation
Stepwork runs the requests your helpdesk repeats, from password and MFA resets to licenses and mailbox access, from a Teams message or a ticket, the same way every time.4 example proceduresData warehouse extraction
Stepwork pulls reports from admin consoles, ERPs, and vendor portals that have no API or connector, on a schedule, and loads the rows into Snowflake, Databricks, or S3.2 example proceduresSaaS license reclamation
Stepwork reads each seat's last active date in every app's admin console, warns inactive users, and reclaims their seats on a schedule, with a record of every seat removed.3 example procedures
Security & Compliance
Access reviews, evidence, auditsVanta evidence collection
Stepwork signs in to the apps your Vanta integrations can't read, captures the evidence on a schedule, and files it in Vanta through its screens or its API.3 example proceduresUser access review automation
Stepwork pulls accounts from every app, including ones without SCIM, matches them to HR, carries out reviewer decisions, and files the evidence in Vanta.3 example proceduresVulnerability management automation
Stepwork reads each security tool every morning, writes one summary of what changed since yesterday, and opens tickets for vulnerabilities that are exploited or overdue.3 example proceduresSecurity incident response automation
Stepwork runs the containment steps your team recorded in Okta, CrowdStrike, Microsoft 365, and other consoles, the same way every time, with approval in chat and a timeline.4 example procedures
Finance & Accounting
Invoices, billing, month-end closeVendor renewal management
Stepwork reads renewal dates, notice periods, and usage from your tools each week, gets owners to decide before the deadline, and runs every new vendor through the same checks.4 example proceduresMonth-end close and collections automation
Stepwork reads your AR aging, sends each overdue invoice the right notice, chases missing receipts before close, and checks bills against POs, in any accounting system.4 example proceduresInvestor data room automation
Stepwork pulls financials, revenue metrics, headcount, and the cap table into your data room after each close, holds any month where revenue doesn't tie, and logs every run.4 example procedures
- Tomorrow's eligibility checks on AvailityHealthcare
- Monthly storage and handling billing in Microsoft Dynamics GP3PL and warehousing
- Won bid to a job in Viewpoint Spectrum and ProcoreConstruction
- Subcontractor insurance checks before pay apps in Viewpoint SpectrumConstruction
- Month-end checks across every client's QuickBooks Desktop fileAccounting firms
- Client bank statements into the right folder and taskAccounting firms
- Completed jobs to invoices in QuickBooks DesktopField services and trades
- Monthly license true-up for every client in ConnectWise PSAMSPs
Sales & RevOps
CRM to ERP, orders, quotes
Operations
Orders, deliveries, dispatchWarehouse orders and deliveries
Stepwork turns emailed PDF orders into WMS orders, puts delivery emails on the dispatch calendar, and invoices shipped orders in QuickBooks, using the systems you already run.4 example proceduresWebsite and portal monitoring
Stepwork opens every site on your list, reads what's on the page, checks it against rules you write, and alerts your team only when something needs a look.2 example procedures
- Faxed or emailed referral to a patient in MeditechHealthcare
- Emailed PDF order to an order in Custom WMS3PL and warehousing
- Rate confirmation PDF to a load in McLeod LoadMasterFreight and trucking
- Supplier ship dates into open POs in Epicor Prophet 21Manufacturing and distribution
- Service request to a job in SuccesswareField services and trades
HR & People
Onboarding and offboardingEmployee offboarding automation
Stepwork starts offboarding when HR records a termination, closes every app including ones without SCIM, hands files to the manager, and records when access ended.4 example proceduresEmployee onboarding automation
Stepwork reads new hires from your HR system, creates their accounts, sets up every app in their bundle, including ones without SCIM, and tells the manager what's ready.4 example procedures
