Sharing a Process via Email

You can invite people to run a process by sending them an email invitation directly from NextStep.

Sending an Invitation

1. Open the Run Process modal from the sidebar.
2. Select the process you want to share.
3. Enter the recipient’s email address.
4. Optionally customise the title for the instance — this helps distinguish it from other runs of the same process (e.g., “Q1 Onboarding — Jane Smith”).
5. Click Send.

The recipient will receive an email with a link to start the process.

What the Recipient Sees

The invitation email includes:

• The process title and custom instance title (if set)
• A button to start the process
• Your team’s branding (logo and colours) if configured

Resending Invitations

If someone hasn’t started their process, you can resend the invitation:

1. Go to the Dashboard and find the instance.
2. Click the three-dot menu on the instance.
3. Select Resend Invitation.

Multiple Invitations

You can send multiple invitations for the same process. Each invitation creates a separate instance, so each person gets their own copy to work through independently.