Extraction
Extract full user directory with status
Output variables
- name
- profile_link
- status
- last_sign_in
Extractions
Out of the app. Into the next step.
Show Stepwork a table or list once, or name the fields to pull from a document. Each run hands them to the next step: a loop, a rule, a Slack message, or another app.
How it works
Show it once. Stepwork takes it from there.
You record an extraction by doing it once.
Highlight what you need
Open the app and point at a value, a row, or a whole table. The arrow keys widen the box, and Enter captures it.
Stepwork learns the shape
It finds the rows and columns, keeps links, and follows Next buttons or endless scroll, up to 100 pages.
Tidy it in plain words
Ask for one date format, no duplicates, a pivot, or a new column. Dates like “last Tuesday” become real dates.
The columns stay put
Column names are fixed when you save. If a page adds, drops, or renames a column later, the run flags it.
Every later step can use it
Rows become a list the next steps can loop over. A single value drops straight into a field, a message, or a rule.
What it can do
From page or PDF to the next step.
Read a table or a document, clean it up, and run the next steps on every row.
Tables and lists
All the rows, not just page one.
Point at one cell in any app, then widen to the whole table. Stepwork works out the columns in grids, lists, and cards, leaves out pop-ups and empty rows, and follows every page into one table.
What it reads
Tables, grids, lists, and repeating cards- Clicks Next or scrolls to load more, up to 100 pages
- Leaves out pop-ups, hidden text, and empty rows
- Keeps the links in each row as their own column
Documents and filesNew
Read any document, even the messy ones.
Add a File processing step to read receipts, contracts, tax forms, and invoices, whether they arrive as PDFs, scans, or phone photos. It reads printed and handwritten text, checks for signatures, and returns the fields you name.
What it handles
- PDFs, scans, phone photos, Office files, and email files up to 7 MB
- Handwriting, checkboxes, stamps, and signatures
- Fields come back as text, numbers, dates, amounts, yes or no, or lists
- Sorts documents by type, splits a batch scan, and fills PDF forms
Reshape
Clean it up in plain words.
Describe the change you want, or start from a template. Stepwork rebuilds the table before the next step gets it.
What you can ask for
- One format for dates, amounts, and numbers
- Duplicates removed and gaps filled
- Pivots, group totals, and computed columns
- A new column that labels or flags each row
Loops
Run the next steps on every row.
Leave the Extraction step on Row by row and every step after it runs once per row. Set it to Whole table when the next step needs all the rows at once.
How loops work
- Row by row or whole table, set on the step
- Loops inside loops, and loops over files
- Rules send each row down its own path
- With Allow partial extraction on, a failed row is marked and the rest keep going
Built to repeat
The same read, every run.
You set it up once. Later runs replay it.
Columns are fixed
Column names are set when you save, so later steps find the same fields.
Learned once, then replayed
Stepwork saves how the columns line up. When they line up cleanly, later runs follow that map instead of asking AI again.
Changes get flagged
If a page adds, drops, or renames a column, the run flags it.
Long tables stay whole
Long tables are stored and handed on in full, not trimmed, so the next step sees every row.
Examples
Start from a ready-made extraction.
A few from the Marketplace, grouped by team. Open one to see what it reads.
IT and access
Finance and procurement
Security and compliance
Sales and support
FAQ