NextStep
| Introduction: | NextStep is a refreshingly simple business process management tool designed to help teams streamline their workflow and improve productivity by creating and running repeatable processes. |
| Recorded in: | 6/18/2025 |
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What is NextStep?
NextStep is a simple and flexible business process management tool built for teams who struggle with managing repeatable tasks and workflows using scattered documents, messages, and memory. It provides a structured platform to create, run, and optimize standard operating procedures (SOPs), workflows, and checklists. The platform aims to bring consistency and efficiency to daily operations, allowing teams to focus on core work by simplifying process creation and execution, thereby eliminating the complexity and bloat often found in traditional enterprise tools.
How to use NextStep
Users can start with a 14-day free trial, requiring no credit card. The platform guides teams through three main steps: first, 'Create your process' using an AI-assisted or manual drag-and-drop builder to define custom, step-by-step workflows with content, inputs, dependencies, and dynamic due dates. Second, 'Run your process' to execute tasks consistently, leveraging built-in structure, reminders, and automations, along with dynamic due dates and smart notifications. Third, 'Track what's working' by monitoring real-time analytics and team progress to identify areas for improvement and optimize processes. After the trial, users can subscribe to tiered monthly plans based on the number of users, starting from $5/month for 1 user, $25/month for 5 users, and $50/month for 10 users, with custom pricing available for larger teams.
NextStep's core features
AI-assisted or manual process creation
Drag-and-drop step builder for process creation
Ability to add content, inputs, dependencies, and dynamic due dates to steps
Run repeatable processes with built-in structure and consistency
Dynamic due dates to keep tasks on schedule
Email alerts and smart notifications
Real-time analytics to monitor process runs
Team progress tracking
Ability to update and optimize processes for future use
Use cases of NextStep
Launching new features
Onboarding customers
Sending invoices
Closing support tickets
Managing standard operating procedures (SOPs)
Executing repeatable workflows
Creating and managing checklists
Streamlining team collaboration on recurring tasks
Improving consistency in business operations
Tracking team performance on process execution