Success Stories from 1,000+ Users
Real businesses. Real results. Real time savings.
Manufacturing
Revolutionizing Custom Engraving Operations
1hr → SecondsChallenge
Processing 50 custom engravings took over an hour of manual work, tying up valuable operator time.
Solution
Created a Stepwise workflow in just a few minutes that automates the entire engraving preparation process.
Impact
Saved countless hours, reassigned laser engraver operator to higher-value tasks, achieved significant cost savings.
How Stepwise Automated This Workflow
Automatically opens the daily orders Excel file from shared drive
Copies customer names and personalization from each row
Opens the laser engraver control software
Ctrl+N to start fresh project for each item
Loads pre-saved template with correct dimensions and settings
Places personalization text in designated area, auto-centers
Sets font to customer's choice, adjusts size to fit
Saves with order number and customer name for easy tracking
Moves completed files to laser engraver queue folder
Marks order as 'Ready for Production' in spreadsheet
Full Story
"What used to take over an hour to complete 50 custom engravings is now done in seconds thanks to Stepwise. This workflow I made in a few minutes has saved me countless hours now and has allowed me to put my laser engraver operator on more valuable tasks. Stepwise has not only increased efficiency but also brought tangible cost savings, giving the business more room to focus on what really matters. The simplicity of creating the workflow was remarkable - within minutes, I had automated a process that was eating up hours of productive time every week."
Design & Creative
Transforming Print Production for Graphic Designers
Hours → SecondsChallenge
Print pre-production is tedious and prone to errors, especially for someone with ADHD dealing with repetitive tasks.
Solution
Stepwise automated the entire process of creating sublimation print files, including exporting artboards, renaming files, and organizing them.
Impact
What used to take 5-10 minutes per file (hours for large orders) now completes in seconds. Created workflows for everything from big print jobs to file management.
How Stepwise Automated This Workflow
Stepwise launches Illustrator automatically when the workflow starts
Uses stored file path to open the correct design file from shared server
Ctrl+A to select all jersey designs at once
Clicks File > Export > Export for Screens, waits for dialog
Sets format to PNG, resolution to 300 DPI, background transparent
Automatically names files as Jersey_01, Jersey_02, etc.
Moves all exported files to the sublimation printer folder
Generates CSV with file names, quantities, and customer info
Full Story
"I absolutely love Stepwise and it has become an essential tool in my daily work. As a Graphic Designer at Oddball Workshop, I use Stepwise primarily for print pre-production, which is often tedious and prone to errors due to the repetitive nature of the work. Having ADHD, these tasks can lead to apathy and mistakes, but Stepwise has completely transformed how I approach them. One of the biggest time-savers is how Stepwise automates the process of creating sublimation print files. For instance, in the past, manually exporting artboards in Adobe Illustrator, renaming files, and saving them to the correct folder would take 5-10 minutes per file, especially for large orders like jerseys with numbers and names. With Stepwise, I can now automate this entire process, and what used to take me hours is now completed in seconds. I've created workflows for everything from big print jobs to opening specific file paths on our shared server, making it incredibly versatile. While there was a bit of a learning curve, the time it saves me is invaluable. It's become an integral part of my workflow, and I'm excited to continue improving my processes with Stepwise."
Healthcare
HIPAA-Compliant Patient Scheduling Automation
100% HIPAA CompliantChallenge
Need to automate patient scheduling while maintaining strict HIPAA compliance and data security.
Solution
Stepwise's local processing ensures no patient data ever leaves our secure environment.
Impact
Achieved full automation of scheduling tasks while maintaining complete compliance and security.
How Stepwise Automated This Workflow
Launches Electronic Medical Records system with saved credentials
Goes to scheduling module through menu navigation
Scans calendar for open time slots matching requirements
Opens prioritized list of patients needing appointments
Matches specialty requirements with available providers
Fills appointment details: date, time, provider, reason
Triggers HIPAA-compliant text/email confirmation
Documents scheduling action in patient chart
Sets automatic reminder 24 hours before appointment
Creates audit trail for compliance reporting
Full Story
"Perfect for our secure healthcare environment. Local processing gives us peace of mind while automating patient scheduling. In healthcare, we can't compromise on security. Stepwise's approach of keeping everything local means we can automate sensitive processes without worrying about cloud vulnerabilities or data breaches. It's the only automation solution that our compliance team approved without hesitation."
Technology
Exploring AI Integration Possibilities
AI Integration ReadyChallenge
Looking for ways to combine automation with AI capabilities for smarter workflows.
Solution
Using Stepwise as a foundation for building AI-enhanced automation workflows.
Impact
Discovered potential for combining Stepwise with AI tools for intelligent automation.
How Stepwise Automated This Workflow
Stepwise monitors for new chart images from analytics software
Takes a clean capture of the chart area
Stores image with timestamp for processing
Launches web-based AI analysis tool
Drags saved image to AI tool upload area
Enters prompt: 'Analyze trends and anomalies'
Waits for analysis completion indicator
Copies AI-generated insights from response area
Generates formatted report with chart and insights
Automatically emails report to team members
Full Story
"Dear Stepwise development team, I'm Andrea from Milan, Italy. Stepwise fantastic tool! Image if you add a 'Bring Your Key AI node': 1. open chart.jpg 2. openai explain the chart 3. etc. I'm fascinated of 'Computer Use' of Anthropic or HCompany. I'm trying to build something similar using riku.ai and Stepwise. I REALLY think Stepwise has a lot of potential for AI integrations and smart features! The ability to combine Stepwise's robust automation capabilities with AI opens up incredible possibilities for intelligent workflows that can adapt and make decisions."
Entrepreneurship
The Long-Awaited Automation Solution
Game ChangerChallenge
Finding an automation tool that's actually usable without extensive technical knowledge.
Solution
Stepwise's intuitive interface and workflow recorder made automation accessible.
Impact
Finally able to automate tasks that were previously too complex or time-consuming to set up.
How Stepwise Automated This Workflow
Workflow starts automatically at 8 AM each workday
Launches Outlook and waits for full load
Moves emails to folders based on sender and keywords
Downloads all PDFs to designated project folders
Navigates to web-based customer database
Transfers email data to appropriate CRM fields
Creates summary of new leads and activities
Launches project management software
Marks completed items and adjusts priorities
Compiles and sends daily progress report to team
Full Story
"A tool like this has been long awaited in the automation space! After trying numerous automation platforms that required coding knowledge or complex setup procedures, Stepwise is a breath of fresh air. The ability to simply record my actions and turn them into repeatable workflows has transformed how I work."
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