StepZero orchestrates your business processes with AI at every step — from document digitization to invoice processing, with built-in human-in-the-loop (HITL) oversight, all in one platform.
A unified platform that connects people, processes, and AI — built for operational teams.
Embed AI agents that read documents, extract data, classify images, and make decisions automatically.
Extract structured data from invoices, menus, KYC documents, and forms with high accuracy AI pipelines.
Route tasks to the right people at the right time. Combine AI speed with human judgment seamlessly.
Track throughput, error rates, and SLA performance with real-time analytics across all your flows.
Trigger flows and read results via REST API. Native connectors for Google Sheets, Google Forms, Google Drive, Freshdesk, any CRM, email, Tablesprint, OpenAI, and Google Gemini. Includes a Playwright-based RPA module for browser automation.
No switching tabs, no downloading files. Operators see the document, fill the form, and submit — all on one screen.
PDFs and images are rendered directly on the task screen. Reviewers annotate and validate without leaving the platform.
PDF · Image · CanvasFull jExcel-powered spreadsheets embedded in tasks. Operators edit rows, validate cells, and save — no Excel exports needed.
Editable · Auto-save100+ configurable field types — dropdowns, date pickers, file uploads, text areas.
100+ field typesChain a verification step to any task. A second reviewer sees the same document and confirms or flags — all within the flow.
Multi-level QCSensitive fields can be masked before reaching HITL workers. Operators see only what they need to, nothing more.
Privacy-firstAudio, video, canvas annotations, and web content all render natively. One platform handles every file format your process touches.
Audio · Video · WebStepZero is designed to go live fast — no months-long implementations.
Map out your process as a sequence of steps. Each step can be a human task, an AI agent, or an automated action.
Attach pre-built AI functions for document extraction, classification, or custom logic. Or bring your own model.
Set permissions, assign step owners, and configure pull-based task distribution so operators only see what they need.
Deploy, monitor outcomes in the dashboard, and refine your flow — all without downtime.