Product Updates

A New Way to Use Stepscale

From quick answers to complex multi-step analysis, conversational workflows let you automate repetitive work by simply describing what you need.

· 1 min read
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Analyze all lease expirations and flag any within 90 days

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Analyze Lease Expirations & Flag 90-Day Window
1. Retrieve all lease data files from project files
2. Consolidate into standardized format with key fields
3. Identify all leases expiring within 90 days
4. Export flagged report with summary statistics
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Summary

Stepscale’s Assistant now builds workflows from conversation. Describe what you need — compare bids, compile reports, flag lease expirations — and the Assistant creates a structured workflow you can approve, edit, and run in the background.

After months of working with our partner clients, we're excited to introduce a new, more seamless way to create workflows that automate your complex and repetitive tasks.

Here's how it works

Ask the Assistant anything about your project: analyze this Phase I Environmental Assessment, compare these three bids, compile this month's investor update.

If the work is straightforward, the Assistant answers immediately.

If the work requires meticulous care, multiple steps, or heavy analysis, the Assistant suggests a workflow. You approve or edit it. The workflow runs in the background while you continue using Stepscale. You get a notification when it's done.

What this means for you

Create powerful workflows through conversation

You don't build workflows anymore; you simply describe what you need. The Assistant translates your request into a structured workflow with the right steps, data sources, and outputs. The same powerful automation you're used to, built in seconds instead of minutes.

Fine-tune complex tasks in real time

As you chat, the Assistant refines the workflow steps based on your feedback. "Pull from the Q4 folder, not Q3." "Flag any line items over $50K." "Use the format from last month's report." It learns what you want and adjusts on the fly.

What you can do now

If you're already using Stepscale: this feature is live. Open any Project and start a conversation with the Assistant for all your work.

If you're not using Stepscale yet and would like to learn more, we'd love to show you.

“We are obsessed with helping our clients deliver accurate work and move forward with confidence.”