➡️For Onboarding Usage

Now that you've left Appsumo, what are your immediate plans❓

Toggling between different organizations.

Projects & Folders?

Static SOP Documents

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Software

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Project management

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Best for

Freelancers

Product managers

Small businesses

Alternative to

Airtable

Asana

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Google

Task automation

Task management

Scheduling

All future Creator (Tiers 1-5) plan updates

If the plan name linked to your deal changes, it will automaticallytransfer to the new plan with all updates

This deal is only for brand-new NextStep users—no previous accounts, trials, or paid plans with this partner

Activate your license within 60 days—you can upgrade while the deal is live but can only downgrade within 60 days of purchase

Access to all future AI models may be provided at a discounted rate OR Access to future AI models may require an add on

Terms & Conditons

Privacy policy

NextStep's MCP integration is live!

Update: Custom domains + send emails from your email (incl SMTP)

NEW: Language Support and Embeddable Iframes

NextStep now has a REST API

Founder's Post from NextStep 🚀

<p class=""></p><h4><b style="font-size: 14px; color: rgb(0, 0, 0);">Turn repeatable work into structured, trackable processes with scheduling and real-time analytics</b></h4><p class=""><b style="color:#000000; text-decoration:none">Create processes your team will actually use</b></p><ul><li><b>Build AI-assisted or manual SOPs, workflows, and checklists</b>&nbsp;using a drag-and-drop step editor</li><li><b>Add content, form inputs, and dependencies</b>&nbsp;to each step so nothing gets skipped</li><li><b>Set dynamic due dates</b>&nbsp;that automatically calculate based on when previous tasks are completed</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="NextStep-img-78ea2add"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_eaOnGmF.png?optimizer=gif"
                alt="Process creator"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image2_eaOnGmF.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image2_eaOnGmF.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image2_eaOnGmF.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p><p class=""><b>Run steps the right way, every time</b></p><ul><li><b>Schedule recurring processes daily, weekly, monthly, or yearly</b>&nbsp;with custom repeat patterns</li><li><b>Run processes instantly from a shareable link</b>—no account required for guests or clients</li><li><b>Send email alerts and smart notifications</b>&nbsp;to keep your team on track at every step</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="NextStep-img-4f1aaae5"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_EBJT1Nj.png?optimizer=gif"
                alt="Scheduling processes"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image1_EBJT1Nj.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image1_EBJT1Nj.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image1_EBJT1Nj.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p><p class=""><b>See exactly what’s working</b></p><ul><li><b>Monitor every run with real-time analytics</b>&nbsp;to see total runs, active processes, and completion time</li><li><b>Track team progress</b>&nbsp;across all active processes from a single dashboard</li><li><b>Spot what's working and update processes</b>&nbsp;for future runs based on actual performance data</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="NextStep-img-3333fbdd"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image4_WUYHeJa.png?optimizer=gif"
                alt="Process reports"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image4_WUYHeJa.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image4_WUYHeJa.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image4_WUYHeJa.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p><p class=""><b>Make NextStep your own</b></p><ul><li><b>Apply your brand logo, colors, and custom subdomain</b>&nbsp;so every process looks like yours</li><li><b>Invite team members as creators</b>&nbsp;to build and manage processes across your organization</li><li><b>Share processes with unlimited guests internally or externally</b>—no extra seats required</li></ul><p class="">
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="NextStep-img-2b72a0f2"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_jq9Crc3.png?optimizer=gif"
                alt="White-labeling functionality"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/image3_jq9Crc3.png?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image3_jq9Crc3.png?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/image3_jq9Crc3.png?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>

Build step-by-step SOPs and workflows with dynamic due dates, scheduling, and real-time tracking

<div><p class=""><b style="color:#000000; text-decoration:none">Turn repeatable work into structured, trackable processes with scheduling and real-time analytics</b></p><p class=""><b style="color:#000000; text-decoration:none">Create processes your team will actually use</b></p><ul><li><b>Build AI-assisted or manual SOPs, workflows, and checklists</b> using a drag-and-drop step editor</li><li><b>Add content, form inputs, and dependencies</b> to each step so nothing gets skipped</li><li><b>Set dynamic due dates</b> that automatically calculate based on when previous tasks are completed</li></ul></div>

<div><p class=""><b>Run steps the right way, every time</b></p><ul><li><b>Schedule recurring processes daily, weekly, monthly, or yearly</b> with custom repeat patterns</li><li><b>Run processes instantly from a shareable link</b>—no account required for guests or clients</li><li><b>Send email alerts and smart notifications</b> to keep your team on track at every step</li></ul></div>

<div><p class=""><b>See exactly what’s working</b></p><ul><li><b>Monitor every run with real-time analytics</b> to see total runs, active processes, and completion time</li><li><b>Track team progress</b> across all active processes from a single dashboard</li><li><b>Spot what's working and update processes</b> for future runs based on actual performance data</li></ul></div>

<div><p class=""><b>Make NextStep your own</b></p><ul><li><b>Apply your brand logo, colors, and custom subdomain</b> so every process looks like yours</li><li><b>Invite team members as creators</b> to build and manage processes across your organization</li><li><b>Share processes with unlimited guests internally or externally</b>—no extra seats required</li></ul></div>

Turn SOPs into trackable workflows

NextStep is appreciated for its intuitive interface, powerful automation features, and seamless integration with other tools. Some users have reported minor issues with the AI functionality and lack of advanced features. With an impressive 4.9 overall rating from 24 reviews, NextStep is a solid buy for those in need of efficient SOP and workflow management. Plus, with a 60-day money-back guarantee, it's worth giving it a try!

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