Executable workflows for real operations

Turn process docs into guided action.

NextStep turns SOPs, policies and support playbooks into executable workflows. Agents follow the path, admins update it live, and every outcome can be logged, exported and connected to actions.

See the guided path

Runtime contextTicket ID, order ID, locale and more

Live editingAdmins improve flows while testing

Logged outcomesDownloadable operational history

The problem

Documentation explains the rule. Operations need the next step.

Teams lose time interpreting long process pages, comparing edge cases and asking for confirmation. NextStep makes approved logic executable: clear inputs, guided choices, consistent outcomes and saved records.

Benefits

Less interpretation. Faster execution. Stronger control.

Lower cognitive load

People follow guided steps instead of interpreting dense documentation under pressure.

Faster resolution

Move from scenario to action in seconds with a clear answer, macro or internal instruction.

Higher adherence

Every team member follows the same approved logic, even across locations or languages.

Saved audit trail

Decision logs, checklist submissions and evaluation records keep operational history visible.

Faster iteration

Admins can update questions and outcomes directly while testing a flow.

Action-ready workflows

Outcomes can connect to API actions, webhooks, macros and downstream operational tools.

Features

One workspace for decisions, checklists, evaluations and actions.

Use the right format for the work: branching logic for decisions, checklists for execution, evaluation forms for structured reviews, and actions for the next operational step.

Decision flows

Guided paths to the right outcome

Agents answer questions and land on the approved action, note or customer response.

Checklists

Track completed work

Users can mark items as done, save a reference ID and keep completion records visible.

Evaluations

Structured review forms

Use scorecards for QA, audits, compliance checks, manager reviews or vendor assessments.

Actions

Trigger the next step

Use runtime variables like ticket ID or order ID in action payloads, webhooks and macros.

Built for real operations

From ticket context to logged outcome.

A simple execution loop for teams that need consistency without slowing down.

1Capture contextAsk for ticket ID, order ID, customer email or any required runtime input.

2Guide the decisionRoute users through approved questions, checklists or evaluation criteria.

3Save the recordLog inputs, selected path, outcome and submissions for review or export.

4Trigger actionCopy a macro, call a webhook or send captured variables downstream.

Create flows

Build manually, import JSON, or let AI map the workflow.

Teams can start structured or start messy. NextStep supports manual setup, direct JSON import, and AI-assisted creation from process notes or a correctly handled case.

Manual setup

Create the flow step by step: inputs, questions, answers, checklist items, evaluation criteria and outcomes.

JSON import and export

Upload mapped JSON or download existing process definitions when you want portable workflow structure.

AI-assisted creation

Paste a process, SOP, support case or example of a correctly handled scenario. AI drafts the flow, maps the logic and gives you a version to review.

Interactive demo

A complex payment issue becomes a clear outcome.

This demo requires three selections before the outcome appears, just like a real guided decision path.

Scenario: Customer reports a double charge

Question 1What does the payment provider show?

Question 2Do the payment references match the same order?

Question 3What is the final transaction status?

Final outcome

Templates

Start from proven flows, then adapt them.

NextStep includes decision, checklist and evaluation templates built from real operational scenarios.

Payment issues
Holds, duplicate charges, settlement checks

Delivery issues
Delays, failed delivery, missing parcels

Onboarding checklist
Role-specific tasks that users can mark as done

Ticket QA evaluation
Ticket ID, Y/N criteria and comments per criterion

How it works

Define the logic once. Let everyone execute it clearly.

1. Create the structure

Use manual setup, JSON import or AI-assisted creation from a process, policy or case.

2. Collect context and guide the user

Ask for the needed input parameters, then guide people through questions, checklist items or evaluation criteria.

3. Save and trigger

Each run creates a clear record and can trigger the next action with the captured context.

Pricing

Start small. Expand when operations need more control.

Starter

€99 / month

For small teams turning core SOPs into guided decision flows.

✓Up to 20 users
✓Decision flows and runtime inputs
✓Logs, CSV/JSON exports and process JSON import/export
✓Basic templates and customization support

Operations Suite

€299 / month

For teams running decisions, checklists, evaluations and action-ready workflows.

✓Up to 60 users
✓Everything in Starter
✓Checklist and evaluation flows with saved records
✓Action triggers, webhooks and variable mapping
✓Inline admin editing and workspace controls

Custom

Enterprise / custom

For multi-team operations, custom setup, deeper integrations or a structured rollout.

✓Custom user limits and workspace structure
✓Custom workflow mapping and onboarding
✓Advanced integrations and support
✓Multi-team implementation planning
✓Dedicated scope and success criteria

FAQ

Simple enough to start small. Flexible enough to expand.

Is this only for customer support?

No. NextStep works for any repeatable workflow where people need consistent decisions, structured execution or review records.

Can we use our own processes?

Yes. Start manually, upload JSON or paste a process/case and use AI-assisted creation.

Does it replace documentation?

No. Documentation remains the source of truth. NextStep makes it executable.

NextStep

Make your process knowledge executable.

See how guided decisions, checklists, evaluations, runtime inputs and actions can help your team move faster while staying aligned.