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AngelList logo set on a green studio backdrop

AngelList customer story

How AngelList automated the work APIs couldn't reach

  • 30–40 hrssaved every week
  • 24/7running in their infrastructure
“We've saved dozens of hours every week on things where APIs don't exist. Stepwork is running 24/7 in our infrastructure, so it's working even when we're sleeping.”
  • Gabe WiederBusiness systems and automation lead
  • Alice WoChief of staff
  • Andres Ramirez JrInformation technology engineer

On this page

  1. About AngelList
  2. The problem
  3. How it works
  4. What runs today
  5. The results
  6. What's next

About AngelList

The platform behind a large share of US startup investing

AngelList is where funds, startups, and investors raise, invest, and manage capital. Behind that platform sit two teams that carry a constant load of repeatable work: an IT team handling access and provisioning for a fast-moving company, and a fund operations group handling the document work that private funds run on: incoming mail, agreements, certificates.

Both teams had the same problem in different clothing. Requests arrived cleanly. Finishing them still meant a person opening an app and clicking through it.

Company

AngelList is the platform funds, startups, and investors use to raise, invest, and manage capital.

Visit AngelList ↗
Industry
Financial technology · private markets
Headquarters
San Francisco, California
Teams
IT and fund operations
Flows running today
Four, across both teams

The problem

The queue described the work. A person still had to finish it.

Half the queue was access work, and connectors could not reach all of it.

We went through 3,837 service-desk tickets from October 2024 to June 2026 before automating anything. The pattern was consistent: most requests weren't questions, they were actions. Grant me access, change my role, remove me.

  1. 3,837Tickets analyzedOct 2024 – Jun 2026
  2. 1,968Access and provisioning51% of all tickets
  3. 503Hand-run by ITNo connector

Where identity tooling stopped

Identity tooling only reaches the apps that expose a connector. Everything else was hand-run by IT in the ticket queue: the same clicks, over and over.

Figures are approximate. Categories are derived from ticket subject, description, and tags; about 25% remain uncategorized.

  • 44%No connector, hand-run by IT503 requests
  • 56%SCIM-capable, auto-provisioned633 requests
Of those, 1,136 tickets named a specific app. This is how they split.

How it works

A ticket that resolves the work, not just describes it

Their ticketing tool stayed exactly where it was, as the place requests come in and get coordinated. Stepwork slotted in behind it as the layer that carries a request through to done, across APIs where they exist and straight through the interface where they don't.

1
Ticket received
2
Request validated
3
Work executed
4
Status returned
API
Human
API
API lane track
Serval
Stepwork
Stepwork lane track

TodayHanded to a person, who finishes the change by hand.

With StepworkHanded to Stepwork, which returns a governed result.

The same request, both ways: handed to a person at the point a connector stops, or carried through to done.

What runs today

Four flows, live in their own infrastructure

Each one is defined by its trigger, the work Stepwork completes, and the result handed back to the team. Two sit with IT, two with fund operations.

  • Lifecycle provisioning~11 runs/wkIT

    Takes onboarding, role-change, and offboarding work from the ticket queue, validates the request, completes both API and non-SCIM actions across the required apps, then posts status back.

    Systems
    • Serval
    • Okta
    • Microsoft 365
    • Figma
  • Office access and approvals~8 runs/wkIT

    Reads the person, location, and access level out of the request, updates the building access system, handles the approval, and returns confirmation, without an operator opening the app.

    Systems
    • Slack
    • Kisi
  • Incoming mail and document scanning~2 runs/wkFund operations

    Twice a week, opens the document system, detects new mail, extracts what matters, routes each item, and stops early when there's nothing to process. Runs from a webhook, so there's no batch window to miss.

    Systems
    • Microsoft 365
  • Agreement processing~1,050 runs/wkFund operations

    Starts from a document request, prepares and sends the envelope, tracks its status, and returns the completed agreement to the workflow that asked for it.

    Systems
    • DocuSign

How the rollout went

  1. Stepwork installed
    Sep 2025
  2. Service accounts set up
    Oct 2025
  3. First automations tested
    Nov 2025
    • Microsoft 365
    • Figma
    • Slack Enterprise Grid
  4. Slack intake tested in their own environment
    Jan 2026

Systems these flows run across

  • Serval
  • Slack
  • Okta
  • Microsoft 365
  • Google Workspace
  • DocuSign
  • Figma
  • Kisi
  • Front
  • Metabase
  • 1Password

The results

Time back, without babysitting the queue

Work that once waited on a person now completes on its own, at any hour, in the systems the team already used. Every run leaves an auditable record.

  • 30–40 hrsreturned every week on back-office work
  • 1,050Procedures in seven daysOn the agreement flow alone
  • 96%Success rate~2,100 successful runs to date
  • 15×Faster on document scanning90 minutes a run, down to 6

What's next

The next set of flows is already scoped

Scoped with the team and not live yet. Listed here as direction, not results.

  • Certificate issuancePreparing and issuing certificates without repeated portal work. Around 60 a week today, handled by three people.
  • Non-SCIM provisioningThe applications identity connectors can't reach, which is where 44% of provisioning requests land.
  • The long tail of IT requestsThe repeatable remainder of the service queue, absorbed flow by flow.

Have work your APIs can't finish?

If your ticket queue still needs a person to open the last app, we can walk a real workflow with you.

Book a Demo
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