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Documentation Index

Fetch the complete documentation index at: https://docs.steppd.com/llms.txt

Use this file to discover all available pages before exploring further.

Getting your first document published in Steppd takes only a few minutes. You can start from scratch, paste in existing notes, or upload an audio recording, video walkthrough, or document file. This guide walks you through every step from sign-up to a live, shareable link.
The free trial gives you access to all features of the plan you choose. No credit card required. Your first 7 published revisions are free.
1

Sign up at steppd.io

Go to steppd.io and click Start A Free Trial. Enter your email address and create a password.You’ll receive a confirmation email, click the link to verify your address and continue.
2

Create your organization

After confirming your email, Steppd walks you through a short onboarding flow. Enter your organization name to create your workspace.Once your organization is set up, you land on your document library, empty and ready for your first document.
To invite teammates, go to Settings → Organization and use the Invite Member form. Enter their email address and they’ll receive an invitation link.
3

Create your first document

Click New document from your document library. You’ll see five input options:

Blank

Start with an empty editor and write or paste content directly.

Notes

Paste raw text, bullet points, or a rough process description. Steppd structures it for you.

Audio

Upload an audio recording (MP3, WAV, M4A, up to 25 MB). Steppd transcribes and structures it.

Video

Upload a video walkthrough (MP4, MOV, WebM, up to 2 GB). Works great with screen recordings.

Document

Upload an existing PDF, Word (.docx), or plain text (.txt) file (up to 20 MB).
Choose the input type that matches what you have, then fill in the document title, version, and, if your organization uses them, department. For non-blank inputs the title is optional: Steppd infers one you can edit later.
4

Review the AI draft and answer clarifying questions

For Notes, Audio, Video, and Document inputs, Steppd sends your content to an AI model that structures it into a document with sections, steps, and sub-steps.Once the draft is ready, you’ll see a draft outline, the document title and a numbered list of sections with step counts. Below the outline, Steppd asks a short set of clarifying questions to fill any gaps it identified.Answer the questions and click Create document to finalize the draft.
Your documents and input files are not used to train any AI models. Uploaded audio, video, and files are discarded once Steppd has extracted the content.
5

Edit in the rich text editor

The editor opens with your structured document ready to review. You’ll see the sections, steps, and sub-steps Steppd generated.Make any changes you need: rename sections, reorder steps, add sub-steps, update wording, or fill in details the AI left open. The editor saves your work as a draft, only your team can see it until you publish.
If your organization uses departments, you can tag the document from the document metadata panel. Department tags are used for scoped routing on the Scale plan.
6

Publish your document

When the document is ready, click Publish from the editor toolbar or the document action menu.Publishing promotes the draft to your active process library. It becomes the source of truth for that process, and any downstream integrations (webhooks, API, embeds) will reference the published version.
Publishing counts as one of your 7 free trial revisions. Each subsequent publish of the same document (via the Revise flow) also counts as one revision.
7

Share your document

After publishing, you have two ways to distribute your document:Shareable link, copy the public URL from the document menu. Drop it into Slack, include it in an email, or send it to a new hire. No Steppd login required to view.Embed code, use the embed option to generate an <iframe> snippet. Paste it into Notion, Confluence, your intranet, or any tool that accepts embeds, and your document appears inline.
Your first document is published and live. Anyone with the link can view the latest version.

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What’s next

Invite your team

Go to Settings → Organization to invite members. The Publish plan supports up to 5 users; Scale supports 10 with the option to add more.