Features

Everything
StepByStep can do.

The landing page gave you the idea. This page gives you the details.

Six types of steps.
Everything your process needs.

Most business processes are combinations of decisions, checklists, forms, calculations, documents, and AI-generated content. StepByStep handles all six — in any order, in any combination.

Status
Status step

Someone picks an outcome from your list. Each option routes the process differently.

Example: "Approve", "Reject", "Send back for changes" — each goes to a different next step.
Checklist
Checklist step

Someone checks off a list of items. When they're done, the process moves on.

Example: Pre-flight inspection, onboarding paperwork checklist, opening and closing procedures.
Form
Form step

Someone fills out a structured form. Each answer can route the process differently.

Example: A customer intake form where "urgent" routes to priority handling and "standard" routes to the normal queue.
Calculator
Calculator step

Computes an output from process data. No input needed from the doer — it just runs.

Example: Total invoice amount from line items, SLA deadline based on submission date, discount calculation.
Document
Document step

Generates a PDF or document, filled with data from the process run.

Example: Auto-populated offer letter, invoice, inspection report, compliance certificate.
AI
AI step

Lets an LLM fill a step, using your process data as context.

Example: Draft a response email to a customer complaint using the complaint details and your company tone guidelines.

Every outcome goes somewhere.
You decide where.

You define what happens when a step completes. Not just "go to the next step" — any outcome can route to any step, in any direction.

Step 1: Review application ├── "Approve" → Step 4: Send offer ├── "Reject" → Step 2: Send rejection email └── "More info" → Step 3: Request documents → loops back to Step 1

Forward, backward, parallel — all of it.

Route forward to skip steps when conditions are met
Route backward to request corrections or create approval loops
Run steps in parallel when multiple things must happen simultaneously
Trigger a different process from a step outcome — handoffs, sub-processes, escalations

You write it in plain English. The system draws the map.

Data flows automatically. What gets collected at each step is available to every step that follows. No manual passing of data. If a form in Step 2 asked for the customer's company size, any later step can reference that answer.

Connects to everything.
Runs anywhere.

StepByStep is built API-first. Whatever your stack looks like, you can integrate in a day.

REST API

Full programmatic access. Trigger process runs, complete steps on behalf of users, read run data, manage process definitions. Everything the UI can do, the API can do.

# Trigger a new run
POST /v1/processes/{id}/runs

# Complete a step
POST /v1/runs/{id}/steps/{step_id}/complete
View API docs →
Webhooks

StepByStep pushes events to wherever your team works. Step completed, run started, step overdue, process finished — all of it can go to Slack, your CRM, your ERP, or your data warehouse. You set the endpoint. We deliver signed payloads.

# Events delivered to your endpoint:
step.completed   run.started
step.overdue    run.finished
Webhook event reference →
MCP Server

Let AI agents run processes directly. Any LLM tool that supports MCP — Claude, Cursor, and others — can trigger runs, complete steps, and read results using the same model your human team uses.

npx @stepbystep/mcp

Installed in one line. No configuration needed.

MCP setup guide →

Developers can integrate StepByStep in a day.

Your team sees only
what they need to do.

When someone is assigned a step, they get a notification. They open it. They see one thing: what they need to do right now.

No dashboard to navigate. No process map to decode. No training required.

Just: here's the step. Here's the information you need. Here are your options. Works on any device — phone, tablet, laptop.

This is how adoption actually happens: not because you told people to use a new tool, but because the tool gets completely out of the way.

9:41
1 step needs your action
Quality Check
Inspect batch — Batch #22
Due in 2 hours
Batch # 22 / Nov 2024
Product Unit B-Type
Quantity 250 units
Select outcome:

A number that shows your operations
are actually improving.

Every account gets an Ops Score — a single number that tracks how well your processes are running. It updates automatically. You don't pull reports to see it. Every signal is observed automatically from how work moves through the system.

Ops Score
782
+94 this month
On-time completion
84%
Avg response time
2.1 hrs
Flow completion
91%
First-time-right
73%
Active doers
12 / 15
On-time completion
What % of steps are done within the time you set. Your team's track record.
Avg response time
How long it takes a doer to open a step once it's assigned. Where delays actually start.
Flow completion
What % of runs make it from start to finish without getting stuck. Your process health.
First-time-right
What % of steps complete without looping back for corrections. Fewer loops = fewer problems.
Active doers
How many of your assigned people are actually working in the system right now.

Doers are always free.
Givers pick how they pay.

The person who builds and manages processes pays. Everyone executing steps — your warehouse team, delivery agents, front-desk staff — uses StepByStep free forever. No seats. No per-user billing.

Everyone doing the work is free. Forever. On every plan.
Free
₹0 / month

No credit card. No time limit. Full features to get started.

Up to 3 processes
50 runs per month
Unlimited doers
All 6 step types
Basic Ops Score
Start free
Need-based
₹499+ / month

Pay only for what you use. Pick the model that matches how your business runs.

Per designer Few designers, large teams
Per active process Many processes, varying volume
Per run High volume, fewer processes

Enter your numbers — we'll show you the cheapest model.

Process designers
2
Active processes
5
Runs per month
300

The free tier covers this. You don't need to pay yet.
Per designer
Per active process
Per run
Talk to us

See it for yourself.

The best way to understand what StepByStep can do is to build one process. Pick something your business does every week. Build it in 15 minutes. Run it with your team.