Q: Process Library Organization — Folders, Tags, or Categories?
Two questions:
1. Is there any current way to organize the Process Library into folders, categories, or tags beyond search and naming conventions?
2. Is folder/category organization on the product roadmap?
I'm evaluating how to structure my naming conventions before I build at scale. If folders are coming, I'd rather wait and organize that way. If not, I'll build a naming convention system now.
Hi, 1-can you explain the use case ? with tools likeas Pabbly, Albato, sincspyder with emails tools as Platformly, sendfox 2-there are triggers ? when a form inside nexstep is filled when a step is completed 3-can we export email with webhook or verify in real time? Thanks
Is this only a visual form capability, i.e., logo, or is this full white labelling, i.e., cname, etc.?
Also, do you currently support embedding of SOP's into external pages? And if not, is support for this on the roadmap? This is useful because it prevents users from leaving the site for additional processing.
Founder Team
Ryan_Walker
Mar 31, 2026
A: Hey there!
White labelling Right now our white labelling is visual branding, you can upload your own logo, set a brand color, and those apply to your processes and shared process links so they look like your brand rather than ours. We also support custom subdomains (e.g., yourcompany.getnextstep.io). Full CNAME / custom domain support (e.g., processes.yourcompany.com) isn't available yet but...
In this case, the term "whitelabelling" is misleading. It's really just semi-custom branding. White labelling would be the ability to rebrand completely.
Regarding embedding, in my view, sending clients to a 3rd party website from my website adds friction to the process. I would prefer the entire process begins and concludes on my own platform for my own use case.
1. What are the usage limits for the AI-assisted process builder?
2. Do we need or can we use our ownAI model API key (BYOK)?
3. Do you have a mobile app?
Founder Team
Ryan_Walker
Mar 31, 2026
A: Hey there!
The server has a limit on 50 processes created per day, you most likely won't need this many as it's only used for initial process creation. Because of this we don't at this stage need you to use your own AI key.
We don't currently have a mobile app but all processes are mobile responsive
Q: Process Library Organization — Folders, Tags, or Categories?
Two questions:
1. Is there any current way to organize the Process Library
into folders, categories, or tags beyond search and naming
conventions?
2. Is folder/category organization on the product roadmap?
I'm evaluating how to structure my naming conventions before
I build at scale. If folders are coming, I'd rather wait and
organize that way. If not, I'll build a naming convention
system now.
Thanks,
Mike
Share NextStep
Q: Webhooks
Hi,
1-can you explain the use case ?
with tools likeas Pabbly, Albato, sincspyder
with emails tools as Platformly, sendfox
2-there are triggers ?
when a form inside nexstep is filled
when a step is completed
3-can we export email with webhook or verify in real time?
Thanks
Share NextStep
Q: White labelling
Is this only a visual form capability, i.e., logo, or is this full white labelling, i.e., cname, etc.?
Also, do you currently support embedding of SOP's into external pages? And if not, is support for this on the roadmap? This is useful because it prevents users from leaving the site for additional processing.
Ryan_Walker
Mar 31, 2026A: Hey there!
White labelling
Right now our white labelling is visual branding, you can upload your own logo, set a brand color, and those apply to your processes and shared process links so they look like your brand rather than ours. We also support custom subdomains (e.g., yourcompany.getnextstep.io). Full CNAME / custom domain support (e.g., processes.yourcompany.com) isn't available yet but...
Share NextStep
Verified purchaser
In this case, the term "whitelabelling" is misleading. It's really just semi-custom branding. White labelling would be the ability to rebrand completely.
Regarding embedding, in my view, sending clients to a 3rd party website from my website adds friction to the process. I would prefer the entire process begins and concludes on my own platform for my own use case.
Verified purchaser
Hey Greg, thanks for this context!
Apologies for the confusion regarding whitelabelling. In future we may look to add more functionality here.
For embeding. I'll give this a try this week and see what we can do. I'll let you know
Q: Questions about AI & Mobile
1. What are the usage limits for the AI-assisted process builder?
2. Do we need or can we use our ownAI model API key (BYOK)?
3. Do you have a mobile app?
Ryan_Walker
Mar 31, 2026A: Hey there!
The server has a limit on 50 processes created per day, you most likely won't need this many as it's only used for initial process creation. Because of this we don't at this stage need you to use your own AI key.
We don't currently have a mobile app but all processes are mobile responsive
Share NextStep
Q: Embed Video
Is there an embed video feature we can use to include external videos into the tasks?
Ryan_Walker
Mar 30, 2026A: Hi there, video embeddings support for YouTube, Vimeo, and external video links are coming this week!
Share NextStep
Verified purchaser
UPDATE: Video Embeds are live!