01
Talk through the work.
Explain it as you would to a colleague. Stepzi listens, asks follow-up questions and helps you fill in the gaps.
“What happens when an invoice needs approval?”
A little less documenting. A lot more doing. COMING SOON
Capture knowledge.
Create clarity.
Talk Stepzi through how you work. It asks the questions you might not think to ask,
then helps turn what you know into documentation your team can use.
You know the work. That’s all you need to get started.
✦ A conversation becomes clarity.
stepzi.ai/New employee onboardingLet’s map it outAI discovery
stepzi.aiWhat starts the onboarding process?
stepzi.aiOnce the profile is created, what happens next?
stepzi.aiSo those activities run in parallel. Does equipment setup change for remote hires?
stepzi.aiI’ve added both paths to your map.
Once equipment and orientation are sorted, who checks that everything is ready for day one?
✓ Map updated · Clarifying the readiness owner
Tell stepzi.ai how the process works…
One conversation. One source of truth.Your process map shows what Stepzi understands.
FOR THE PEOPLE WHO KEEP WORK MOVING
Operations teams✳Growing businesses✳Process consultants✳People & quality teams
FROM “IT’S IN MY HEAD” TO “HERE’S HOW”Great processes start
Great processes start
with a simple conversation.
Start with what you know.
Stepzi helps you work through the rest.
02
See it take shape.
See the steps take shape as you talk. Check that Stepzi has understood you, and clear up anything that doesn’t look right.
03
Make knowledge usable.
Give that knowledge a home. Create procedures, instructions and checklists that help someone else pick up the work.
▤ SOP☑ Checklists☷ Work instructions
1 Work in your usual apps
Create employee profile
Full name
Alex Morgan
Department
Operations ⌄
Create profile
2 Capture the screen you want to explain
Capture3 Review before sending to Stepzi
✓ Screenshot capturedCreate employee profileAdd a note · Reorder · Redact
MEET STEPZI CAPTUREShow the steps.
Show the steps.
Keep the control.
Sometimes a screenshot says it better. Keep Stepzi Capture beside you while you work, and grab the screens that help explain the task.
- Take a screenshot when there’s something worth showing.
- Keep the useful ones, add a note and hide sensitive details.
- Choose where each screenshot belongs in your instructions.
You choose what leaves your screen.
Capture the steps with Stepzi Capture.
PUT YOUR KNOW-HOW TO WORKFrom “how do I?”
From “how do I?”
to “here’s how.”
A quick checklist or a detailed how-to.
Turn one conversation into the documents your team needs.
Process maps
Get the whole picture, from the first step to the final handover.
Standard operating procedures
Give your team a clear way to get the job done, without having to ask around.
Work instructions
Walk someone through a task, one step at a time, with screenshots where a picture makes things clearer.
Operational checklists
Keep the important bits close at hand, so a busy day doesn’t mean a missed step.
RACI matrices
Know who’s doing what, who’s accountable and who needs to be kept in the loop.
Risk & controls matrices
Think through what could go wrong and how your team will prevent it or catch it early.
Business requirements
Get clear on what needs to change, why it matters and what a good result looks like.
Integration maps
See which tools your team uses and how work passes between them.
One explanation. Less rewriting. Tell Stepzi how the work happens, then use that understanding in different ways. When you refine a step, your documents follow along.
Your knowledge, made usefulYou know your business.
Stepzi helps you explain it.
If something’s unclear, Stepzi asks. If it spots a gap or suggests a step, it makes that clear. You check the details and decide what’s right.
Confirmed Missing detail Conflict AI suggestion
A CLEARER WAY TO WORK IS COMINGGoodbye, scattered notes.
Goodbye, scattered notes.
Hello, Stepzi.
Be among the first to get the way you work out of your head and into your team’s hands.
In development · Preparing for launch.
THANKS FOR JOINING
You’re on the waitlist!
A LITTLE MORE ABOUT STEPZI
Glad you asked.
What can I use Stepzi for?
Think of the jobs someone always has to explain: onboarding a new starter, approving an invoice, handing over a customer or getting an order out the door. Stepzi helps you turn that know-how into something the next person can follow.
How does it turn a conversation into a process?
Start by telling Stepzi how the work happens. It asks follow-up questions about the steps, the people involved and what happens when things go differently. A process map takes shape alongside the conversation, so you can see how it all fits together and make changes as you go.
What kinds of documents can I create?
Create process maps, standard operating procedures, work instructions and checklists. For a closer look at the business, you can also create RACI matrices, risk and controls matrices, business requirements and integration maps. They all draw on the same conversation, so you don’t have to explain everything again for each document.
Can I include screenshots in my instructions?
Yes. Use Stepzi Capture to take screenshots as you work, then keep the ones that help tell the story. Add a description, hide sensitive details and choose which step each image belongs to. Your screenshots can sit alongside the relevant steps in SOPs and work instructions, making the task easier to follow.
What happens when the way we work changes?
Come back to the process and talk through what’s changed. Refine the steps, responsibilities or details, and the document previews reflect those updates. Stepzi keeps a version history of your process, so you can see how the way you work has evolved and restore an earlier version whenever you need to.