Stepwork logoStepwork logo
ProcedureDeterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
See every industry
Security
Log inBook a Demo
ProcedureDeterministic AgentsMarketplace

By department

  • ITAccounts, access, helpdesk requests
  • Security & ComplianceAccess reviews, evidence, audits
  • Finance & AccountingInvoices, billing, month-end close
  • Sales & RevOpsCRM to ERP, orders, quotes
  • OperationsOrders, deliveries, dispatch
  • HR & PeopleOnboarding and offboarding
See every use case

By industry

  • HealthcareReferrals, eligibility checks, EHR entry
  • 3PL and warehousingPDF orders, WMS entry, client billing
  • Freight and truckingRate confirmations, carrier checks, TMS
  • Fuel and convenience storesStore staff, POS IDs, back office
  • ConstructionJob setup, subcontractor insurance
  • Manufacturing and distributionPO entry, supplier dates, legacy ERPs
  • Accounting firmsMonth-end across every client file
  • Field services and tradesService calls to jobs to invoices
See every industry
Security
Log inBook a Demo

Stepwork Marketplace

Ready-made Automations You Can Start From

803 flows
228 procedures

The Marketplace is where Stepwork collects reusable workflows across 140+ apps, so teams start from something proven, not a blank canvas.

Book a Demo

Workflows across 140+ apps.

  • 1Password logo1Password
  • 6sense logo6sense
  • Atlassian logoAtlassian
  • Airbase logoAirbase
  • AuditBoard logoAuditBoard
  • Airtable logoAirtable
  • CaptivateIQ logoCaptivateIQ
  • Apollo logoApollo
  • Chili Piper logoChili Piper
  • Ariba logoAriba
  • Cloudflare logoCloudflare
  • Asana logoAsana
  • Confluence logoConfluence
  • Ashby logoAshby
  • Crossbeam logoCrossbeam
  • AWS logoAWS
  • CrowdStrike logoCrowdStrike
  • BambooHR logoBambooHR
  • Duo Security logoDuo Security
  • Bill.com logoBill.com
  • Expensify logoExpensify
  • Box logoBox
  • Freshservice logoFreshservice
  • Brex logoBrex
  • Gainsight logoGainsight
  • Calendly logoCalendly
  • Gatekeeper logoGatekeeper
  • Carta logoCarta
  • Greenhouse logoGreenhouse
  • Checkr logoCheckr
  • JumpCloud logoJumpCloud
  • CircleCI logoCircleCI
  • LinkSquares logoLinkSquares
  • Clari logoClari
  • Microsoft 365 logoMicrosoft 365
  • Clearbit logoClearbit
  • Monday.com logoMonday.com
  • ClickUp logoClickUp
  • MongoDB Atlas logoMongoDB Atlas
  • Coupa logoCoupa
  • PagerDuty logoPagerDuty
  • Cursor logoCursor
  • Pipedrive logoPipedrive
  • Datadog logoDatadog
  • Procurify logoProcurify
  • Deel logoDeel
  • Productiv logoProductiv
  • Dialpad logoDialpad
  • Proofpoint logoProofpoint
  • DocuSign logoDocuSign
  • Qualified logoQualified
  • Drata logoDrata
  • Salesforce logoSalesforce
  • Drift logoDrift
  • Salesloft logoSalesloft
  • Dropbox logoDropbox
  • SAP Ariba logoSAP Ariba
  • Duo logoDuo
  • Secureframe logoSecureframe
  • Envoy logoEnvoy
  • SentinelOne logoSentinelOne
  • Figma logoFigma
  • ServiceNow logoServiceNow
  • Front logoFront
  • Smartsheet logoSmartsheet
  • G2 logoG2
  • Snowflake logoSnowflake
  • GitHub logoGitHub
  • Sophos Central logoSophos Central
  • GitLab logoGitLab
  • Tailscale logoTailscale
  • Gong logoGong
  • Adobe Creative Cloud logoAdobe Creative Cloud
  • Gusto logoGusto
  • ADP Workforce Now logoADP Workforce Now
  • Highspot logoHighspot
  • Amazon Business logoAmazon Business
  • HubSpot logoHubSpot
  • Atlassian Administration logoAtlassian Administration
  • Intercom logoIntercom
  • ChatGPT Enterprise logoChatGPT Enterprise
  • Ironclad logoIronclad
  • Dun & Bradstreet logoDun & Bradstreet
  • Jamf logoJamf
  • Google Cloud Platform logoGoogle Cloud Platform
  • Jira logoJira
  • Google Workspace logoGoogle Workspace
  • Kandji logoKandji
  • LinkedIn Sales Navigator logoLinkedIn Sales Navigator
  • Klue logoKlue
  • Microsoft Azure logoMicrosoft Azure
  • KnowBe4 logoKnowBe4
  • Microsoft Entra ID logoMicrosoft Entra ID
  • Lattice logoLattice
  • Microsoft Intune logoMicrosoft Intune
  • Lever logoLever
  • QuickBooks Online logoQuickBooks Online
  • Linear logoLinear
  • SecurityScorecard logoSecurityScorecard
  • Looker logoLooker
  • Lusha logoLusha
  • Mimecast logoMimecast
  • Miro logoMiro
  • Navan logoNavan
  • NetSuite logoNetSuite
  • Notion logoNotion
  • Okta logoOkta
  • OneTrust logoOneTrust
  • Outreach logoOutreach
  • PandaDoc logoPandaDoc
  • Postman logoPostman
  • Precoro logoPrecoro
  • Ramp logoRamp
  • Rippling logoRippling
  • Sentry logoSentry
  • Slack logoSlack
  • Snyk logoSnyk
  • Sophos logoSophos
  • Splunk logoSplunk
  • Stripe logoStripe
  • Tableau logoTableau
  • Tenable logoTenable
  • Tropic logoTropic
  • Twilio logoTwilio
  • Typeform logoTypeform
  • Vanta logoVanta
  • Vendr logoVendr
  • Vercel logoVercel
  • Vidyard logoVidyard
  • Whistic logoWhistic
  • Wiz logoWiz
  • Workable logoWorkable
  • Workday logoWorkday
  • Zendesk logoZendesk
  • Zip logoZip
  • Zoom logoZoom
  • Zscaler logoZscaler
  • ZoomInfo logoZoomInfo
  • Zylo logoZylo
  • 1Password logo1Password
  • 6sense logo6sense
  • Atlassian logoAtlassian
  • Airbase logoAirbase
  • AuditBoard logoAuditBoard
  • Airtable logoAirtable
  • CaptivateIQ logoCaptivateIQ
  • Apollo logoApollo
  • Chili Piper logoChili Piper
  • Ariba logoAriba
  • Cloudflare logoCloudflare
  • Asana logoAsana
  • Confluence logoConfluence
  • Ashby logoAshby
  • Crossbeam logoCrossbeam
  • AWS logoAWS
  • CrowdStrike logoCrowdStrike
  • BambooHR logoBambooHR
  • Duo Security logoDuo Security
  • Bill.com logoBill.com
  • Expensify logoExpensify
  • Box logoBox
  • Freshservice logoFreshservice
  • Brex logoBrex
  • Gainsight logoGainsight
  • Calendly logoCalendly
  • Gatekeeper logoGatekeeper
  • Carta logoCarta
  • Greenhouse logoGreenhouse
  • Checkr logoCheckr
  • JumpCloud logoJumpCloud
  • CircleCI logoCircleCI
  • LinkSquares logoLinkSquares
  • Clari logoClari
  • Microsoft 365 logoMicrosoft 365
  • Clearbit logoClearbit
  • Monday.com logoMonday.com
  • ClickUp logoClickUp
  • MongoDB Atlas logoMongoDB Atlas
  • Coupa logoCoupa
  • PagerDuty logoPagerDuty
  • Cursor logoCursor
  • Pipedrive logoPipedrive
  • Datadog logoDatadog
  • Procurify logoProcurify
  • Deel logoDeel
  • Productiv logoProductiv
  • Dialpad logoDialpad
  • Proofpoint logoProofpoint
  • DocuSign logoDocuSign
  • Qualified logoQualified
  • Drata logoDrata
  • Salesforce logoSalesforce
  • Drift logoDrift
  • Salesloft logoSalesloft
  • Dropbox logoDropbox
  • SAP Ariba logoSAP Ariba
  • Duo logoDuo
  • Secureframe logoSecureframe
  • Envoy logoEnvoy
  • SentinelOne logoSentinelOne
  • Figma logoFigma
  • ServiceNow logoServiceNow
  • Front logoFront
  • Smartsheet logoSmartsheet
  • G2 logoG2
  • Snowflake logoSnowflake
  • GitHub logoGitHub
  • Sophos Central logoSophos Central
  • GitLab logoGitLab
  • Tailscale logoTailscale
  • Gong logoGong
  • Adobe Creative Cloud logoAdobe Creative Cloud
  • Gusto logoGusto
  • ADP Workforce Now logoADP Workforce Now
  • Highspot logoHighspot
  • Amazon Business logoAmazon Business
  • HubSpot logoHubSpot
  • Atlassian Administration logoAtlassian Administration
  • Intercom logoIntercom
  • ChatGPT Enterprise logoChatGPT Enterprise
  • Ironclad logoIronclad
  • Dun & Bradstreet logoDun & Bradstreet
  • Jamf logoJamf
  • Google Cloud Platform logoGoogle Cloud Platform
  • Jira logoJira
  • Google Workspace logoGoogle Workspace
  • Kandji logoKandji
  • LinkedIn Sales Navigator logoLinkedIn Sales Navigator
  • Klue logoKlue
  • Microsoft Azure logoMicrosoft Azure
  • KnowBe4 logoKnowBe4
  • Microsoft Entra ID logoMicrosoft Entra ID
  • Lattice logoLattice
  • Microsoft Intune logoMicrosoft Intune
  • Lever logoLever
  • QuickBooks Online logoQuickBooks Online
  • Linear logoLinear
  • SecurityScorecard logoSecurityScorecard
  • Looker logoLooker
  • Lusha logoLusha
  • Mimecast logoMimecast
  • Miro logoMiro
  • Navan logoNavan
  • NetSuite logoNetSuite
  • Notion logoNotion
  • Okta logoOkta
  • OneTrust logoOneTrust
  • Outreach logoOutreach
  • PandaDoc logoPandaDoc
  • Postman logoPostman
  • Precoro logoPrecoro
  • Ramp logoRamp
  • Rippling logoRippling
  • Sentry logoSentry
  • Slack logoSlack
  • Snyk logoSnyk
  • Sophos logoSophos
  • Splunk logoSplunk
  • Stripe logoStripe
  • Tableau logoTableau
  • Tenable logoTenable
  • Tropic logoTropic
  • Twilio logoTwilio
  • Typeform logoTypeform
  • Vanta logoVanta
  • Vendr logoVendr
  • Vercel logoVercel
  • Vidyard logoVidyard
  • Whistic logoWhistic
  • Wiz logoWiz
  • Workable logoWorkable
  • Workday logoWorkday
  • Zendesk logoZendesk
  • Zip logoZip
  • Zoom logoZoom
  • Zscaler logoZscaler
  • ZoomInfo logoZoomInfo
  • Zylo logoZylo
  • 1Password logo1Password
  • 6sense logo6sense
  • Atlassian logoAtlassian
  • Airbase logoAirbase
  • AuditBoard logoAuditBoard
  • Airtable logoAirtable
  • CaptivateIQ logoCaptivateIQ
  • Apollo logoApollo
  • Chili Piper logoChili Piper
  • Ariba logoAriba
  • Cloudflare logoCloudflare
  • Asana logoAsana
  • Confluence logoConfluence
  • Ashby logoAshby
  • Crossbeam logoCrossbeam
  • AWS logoAWS
  • CrowdStrike logoCrowdStrike
  • BambooHR logoBambooHR
  • Duo Security logoDuo Security
  • Bill.com logoBill.com
  • Expensify logoExpensify
  • Box logoBox
  • Freshservice logoFreshservice
  • Brex logoBrex
  • Gainsight logoGainsight
  • Calendly logoCalendly
  • Gatekeeper logoGatekeeper
  • Carta logoCarta
  • Greenhouse logoGreenhouse
  • Checkr logoCheckr
  • JumpCloud logoJumpCloud
  • CircleCI logoCircleCI
  • LinkSquares logoLinkSquares
  • Clari logoClari
  • Microsoft 365 logoMicrosoft 365
  • Clearbit logoClearbit
  • Monday.com logoMonday.com
  • ClickUp logoClickUp
  • MongoDB Atlas logoMongoDB Atlas
  • Coupa logoCoupa
  • PagerDuty logoPagerDuty
  • Cursor logoCursor
  • Pipedrive logoPipedrive
  • Datadog logoDatadog
  • Procurify logoProcurify
  • Deel logoDeel
  • Productiv logoProductiv
  • Dialpad logoDialpad
  • Proofpoint logoProofpoint
  • DocuSign logoDocuSign
  • Qualified logoQualified
  • Drata logoDrata
  • Salesforce logoSalesforce
  • Drift logoDrift
  • Salesloft logoSalesloft
  • Dropbox logoDropbox
  • SAP Ariba logoSAP Ariba
  • Duo logoDuo
  • Secureframe logoSecureframe
  • Envoy logoEnvoy
  • SentinelOne logoSentinelOne
  • Figma logoFigma
  • ServiceNow logoServiceNow
  • Front logoFront
  • Smartsheet logoSmartsheet
  • G2 logoG2
  • Snowflake logoSnowflake
  • GitHub logoGitHub
  • Sophos Central logoSophos Central
  • GitLab logoGitLab
  • Tailscale logoTailscale
  • Gong logoGong
  • Adobe Creative Cloud logoAdobe Creative Cloud
  • Gusto logoGusto
  • ADP Workforce Now logoADP Workforce Now
  • Highspot logoHighspot
  • Amazon Business logoAmazon Business
  • HubSpot logoHubSpot
  • Atlassian Administration logoAtlassian Administration
  • Intercom logoIntercom
  • ChatGPT Enterprise logoChatGPT Enterprise
  • Ironclad logoIronclad
  • Dun & Bradstreet logoDun & Bradstreet
  • Jamf logoJamf
  • Google Cloud Platform logoGoogle Cloud Platform
  • Jira logoJira
  • Google Workspace logoGoogle Workspace
  • Kandji logoKandji
  • LinkedIn Sales Navigator logoLinkedIn Sales Navigator
  • Klue logoKlue
  • Microsoft Azure logoMicrosoft Azure
  • KnowBe4 logoKnowBe4
  • Microsoft Entra ID logoMicrosoft Entra ID
  • Lattice logoLattice
  • Microsoft Intune logoMicrosoft Intune
  • Lever logoLever
  • QuickBooks Online logoQuickBooks Online
  • Linear logoLinear
  • SecurityScorecard logoSecurityScorecard
  • Looker logoLooker
  • Lusha logoLusha
  • Mimecast logoMimecast
  • Miro logoMiro
  • Navan logoNavan
  • NetSuite logoNetSuite
  • Notion logoNotion
  • Okta logoOkta
  • OneTrust logoOneTrust
  • Outreach logoOutreach
  • PandaDoc logoPandaDoc
  • Postman logoPostman
  • Precoro logoPrecoro
  • Ramp logoRamp
  • Rippling logoRippling
  • Sentry logoSentry
  • Slack logoSlack
  • Snyk logoSnyk
  • Sophos logoSophos
  • Splunk logoSplunk
  • Stripe logoStripe
  • Tableau logoTableau
  • Tenable logoTenable
  • Tropic logoTropic
  • Twilio logoTwilio
  • Typeform logoTypeform
  • Vanta logoVanta
  • Vendr logoVendr
  • Vercel logoVercel
  • Vidyard logoVidyard
  • Whistic logoWhistic
  • Wiz logoWiz
  • Workable logoWorkable
  • Workday logoWorkday
  • Zendesk logoZendesk
  • Zip logoZip
  • Zoom logoZoom
  • Zscaler logoZscaler
  • ZoomInfo logoZoomInfo
  • Zylo logoZylo
  • 1Password logo1Password
  • 6sense logo6sense
  • Atlassian logoAtlassian
  • Airbase logoAirbase
  • AuditBoard logoAuditBoard
  • Airtable logoAirtable
  • CaptivateIQ logoCaptivateIQ
  • Apollo logoApollo
  • Chili Piper logoChili Piper
  • Ariba logoAriba
  • Cloudflare logoCloudflare
  • Asana logoAsana
  • Confluence logoConfluence
  • Ashby logoAshby
  • Crossbeam logoCrossbeam
  • AWS logoAWS
  • CrowdStrike logoCrowdStrike
  • BambooHR logoBambooHR
  • Duo Security logoDuo Security
  • Bill.com logoBill.com
  • Expensify logoExpensify
  • Box logoBox
  • Freshservice logoFreshservice
  • Brex logoBrex
  • Gainsight logoGainsight
  • Calendly logoCalendly
  • Gatekeeper logoGatekeeper
  • Carta logoCarta
  • Greenhouse logoGreenhouse
  • Checkr logoCheckr
  • JumpCloud logoJumpCloud
  • CircleCI logoCircleCI
  • LinkSquares logoLinkSquares
  • Clari logoClari
  • Microsoft 365 logoMicrosoft 365
  • Clearbit logoClearbit
  • Monday.com logoMonday.com
  • ClickUp logoClickUp
  • MongoDB Atlas logoMongoDB Atlas
  • Coupa logoCoupa
  • PagerDuty logoPagerDuty
  • Cursor logoCursor
  • Pipedrive logoPipedrive
  • Datadog logoDatadog
  • Procurify logoProcurify
  • Deel logoDeel
  • Productiv logoProductiv
  • Dialpad logoDialpad
  • Proofpoint logoProofpoint
  • DocuSign logoDocuSign
  • Qualified logoQualified
  • Drata logoDrata
  • Salesforce logoSalesforce
  • Drift logoDrift
  • Salesloft logoSalesloft
  • Dropbox logoDropbox
  • SAP Ariba logoSAP Ariba
  • Duo logoDuo
  • Secureframe logoSecureframe
  • Envoy logoEnvoy
  • SentinelOne logoSentinelOne
  • Figma logoFigma
  • ServiceNow logoServiceNow
  • Front logoFront
  • Smartsheet logoSmartsheet
  • G2 logoG2
  • Snowflake logoSnowflake
  • GitHub logoGitHub
  • Sophos Central logoSophos Central
  • GitLab logoGitLab
  • Tailscale logoTailscale
  • Gong logoGong
  • Adobe Creative Cloud logoAdobe Creative Cloud
  • Gusto logoGusto
  • ADP Workforce Now logoADP Workforce Now
  • Highspot logoHighspot
  • Amazon Business logoAmazon Business
  • HubSpot logoHubSpot
  • Atlassian Administration logoAtlassian Administration
  • Intercom logoIntercom
  • ChatGPT Enterprise logoChatGPT Enterprise
  • Ironclad logoIronclad
  • Dun & Bradstreet logoDun & Bradstreet
  • Jamf logoJamf
  • Google Cloud Platform logoGoogle Cloud Platform
  • Jira logoJira
  • Google Workspace logoGoogle Workspace
  • Kandji logoKandji
  • LinkedIn Sales Navigator logoLinkedIn Sales Navigator
  • Klue logoKlue
  • Microsoft Azure logoMicrosoft Azure
  • KnowBe4 logoKnowBe4
  • Microsoft Entra ID logoMicrosoft Entra ID
  • Lattice logoLattice
  • Microsoft Intune logoMicrosoft Intune
  • Lever logoLever
  • QuickBooks Online logoQuickBooks Online
  • Linear logoLinear
  • SecurityScorecard logoSecurityScorecard
  • Looker logoLooker
  • Lusha logoLusha
  • Mimecast logoMimecast
  • Miro logoMiro
  • Navan logoNavan
  • NetSuite logoNetSuite
  • Notion logoNotion
  • Okta logoOkta
  • OneTrust logoOneTrust
  • Outreach logoOutreach
  • PandaDoc logoPandaDoc
  • Postman logoPostman
  • Precoro logoPrecoro
  • Ramp logoRamp
  • Rippling logoRippling
  • Sentry logoSentry
  • Slack logoSlack
  • Snyk logoSnyk
  • Sophos logoSophos
  • Splunk logoSplunk
  • Stripe logoStripe
  • Tableau logoTableau
  • Tenable logoTenable
  • Tropic logoTropic
  • Twilio logoTwilio
  • Typeform logoTypeform
  • Vanta logoVanta
  • Vendr logoVendr
  • Vercel logoVercel
  • Vidyard logoVidyard
  • Whistic logoWhistic
  • Wiz logoWiz
  • Workable logoWorkable
  • Workday logoWorkday
  • Zendesk logoZendesk
  • Zip logoZip
  • Zoom logoZoom
  • Zscaler logoZscaler
  • ZoomInfo logoZoomInfo
  • Zylo logoZylo

The most popular flows teams run

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Stepwork

Deterministic agents for work that must run the same way every time.

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QuickBooks Online

Extract uncategorized transactions for close

What it does

Extracts bank feed transactions still uncategorized so the close doesn't stall on coding gaps.

Best for

IC

Department

Ops

Use case

Data hygiene & cleanup

Business outcome

Data quality

Impact

Coding gaps close weekly instead of piling up at month end.

Low impact~1h / month

Manual work replaced

The bookkeeper scrolling the bank feed hunting for uncoded lines at close.

Application

QuickBooks Online logoQuickBooks Online

How it runs

ScheduledWeekly

Type

FlowExtraction
Book a Demo