AI Process Generation
NextStep can generate a complete process for you using AI. Just describe what you need in plain language and NextStep will create a structured process with sections, tasks, and form elements.
How to use AI generation
Open the process creator
Click Create Process from your Process Library or dashboard.
Choose “Use AI to Create”
Select the AI option instead of starting from scratch.
Describe your process
Enter a description of what you want. For example:
- “Employee onboarding checklist for a software company”
- “Client project kickoff process”
- “Weekly restaurant opening checklist”
- “New vendor due diligence workflow”
The more detail you provide, the better the result. You can mention specific tasks, sections, or form fields you want included.
Review and edit
NextStep will generate a full process with sections, tasks, descriptions, and form elements. Review the output and make any changes — you can add, remove, or edit anything just like a manually created process.
Publish when ready
Once you’re happy with the result, publish the process to start using it.
AI generation creates a starting point — you’ll usually want to review and customise the output to match your exact needs. Think of it as a first draft that gets you 80% of the way there.
Tips for better results
- Be specific — “Employee onboarding for a 50-person SaaS company” works better than just “onboarding”
- Mention key steps — if there are must-have tasks, include them in your description
- Specify form fields — say things like “include a file upload for ID documents” or “add a dropdown for department selection”