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The Automation Assistant removes the configuration work from building automations. Instead of manually mapping fields and wiring triggers in a workflow builder, you describe what you want to automate in plain language, and Steppd generates a ready-to-use recipe tailored to your chosen platform. The recipe includes the trigger configuration, field mappings, and message templates, everything you need to paste into your automation tool and go.
The Automation Assistant is available on the Scale plan only.

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Where to access it

You can open the Automation Assistant from three places in the app:
  • Dashboard, look for the Automation Assistant button in the integrations or quick-actions area
  • My Documents page, available from the page actions
  • Profile → Webhooks, click the Automation Assistant button in the webhooks section

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How it works

1

Select a document

Choose the SOP or process document you want to build the automation around. You can skip this step if you want a general recipe not tied to a specific document.
2

Select a department (optional)

If your organization uses departments, choose the relevant one to add more context to the generated recipe. You can skip this step.
3

Choose your automation platform

Select the platform you want the recipe for: Gumloop, Make, n8n, Pipedream, Zapier, or Other.
4

Describe the outcome you want

Type a plain-language description of what you want to automate. The more specific you are, the more precise the recipe. You can continue the conversation to refine the output.
5

Copy your automation recipe

Once the assistant generates a recipe, copy it and paste it into your automation platform. The recipe includes trigger configuration, event field mappings, and any action templates.

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Example prompts

These are real outcomes teams have built with the Automation Assistant. Use them as a starting point or adapt them to your own stack.
Prompt: “Notify our Slack #ops channel when a new SOP is published”The assistant generates a Zapier or n8n recipe that catches the document.published webhook event and posts a formatted message to the channel you specify, including the document title, version, and author.
Prompt: “Create a ClickUp task for every document assigned to the Sales department”The assistant generates a recipe that filters document.assigned events by department and creates a task in your ClickUp list, pre-filled with the document title and assignee.
Prompt: “Push the latest version of any published SOP to our Notion workspace”The assistant generates an n8n or Make recipe that catches document.published and creates or updates a page in your Notion SOPs database, mapping version, department, and author fields.
Prompt: “Send new hires a copy of the onboarding SOP when an HR record is created”The assistant generates a multi-step recipe: an HR system trigger (your HRIS or a form), a Steppd API call to retrieve the latest onboarding document, and an email action to deliver it to the new hire’s inbox.

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Supported platforms

The Automation Assistant generates recipes for the following platforms. Select your platform in step 3 and the output will use that platform’s specific node names, configuration structure, and field syntax.

Zapier

Trigger and action step configuration with field mappings.

Make

Module-by-module scenario setup with router and filter logic.

n8n

Node sequence with IF conditions and field expressions.

Pipedream

Step-by-step workflow with data transformations.

Gumloop

Flow configuration with input and output mapping.

Other

Generic webhook-based recipe adaptable to any platform.
You can also browse pre-built automation examples on the Profile → Webhooks page under Automation Examples. Each example includes a copyable prompt you can paste directly into the Automation Assistant.