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ProcessesCreating a Process

Creating a Process

There are two ways to create a process in NextStep.

Start from Scratch

  1. Click Create Process in the sidebar.
  2. Select Start from scratch.
  3. Enter a Title (required) and an optional Description.
  4. Click Create to open the process editor where you can add tasks, sections, and form elements.

Use AI to Create

  1. Click Create Process in the sidebar.
  2. Select Use AI to create.
  3. Optionally enter a title — AI can generate one for you.
  4. In the Context field, describe what your process should accomplish. Be as specific as possible for better results.
  5. Click Generate and AI will create a complete process with tasks, sections, descriptions, and form fields.

Tip: You can switch between “Start from scratch” and “Use AI” at any time in the creation modal. When using AI, try including details like the number of steps, who’s involved, and what information needs to be collected.

Once your process is created, you’ll be taken to the process editor where you can refine the tasks, add form elements, configure settings, and more.

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ProcessesAdding Sections