nextstep.Your agents build and update collections of contacts, research and findings. Nextstep gives you tables and boards to explore the results, inspect what changed, and put the information to use.
Add a field. Move a contact. Follow a note. A few small things to try before you open the whole workspace.
Start with a person. Add the details you care about.
Give your agent a collection that fits the work. Add sources, priorities, dates, and relationships as the picture grows.
Switch the view. Click a contact to change their stage.
Compare the details in a table, then group your contacts by stage. Every view stays connected to the same records.
Jamie is exploring tools for independent teams. A small workshop could be a good place to start.
LINKED NOTES
The conversation is right here when you come back to the contact.Follow the linked name, or take a look at the Markdown.
Keep the conversation beside the contact. Link notes to records, find your way back, and keep your words in Markdown.
↗ Source: example.com/portfolio (fictional)
Fit: Explore → Strong
Next step: Check portfolio → Invite to workshop
Proposed by your agent · example.com/portfolio
Require review is on for this example. You decide what is saved.
Let your agent update the workspace, or turn on review to inspect its proposals first. Keep the source and the before-and-after.
“Find potential collaborators. Collect their work, sources and why they might be a good fit.”
Bring your own agent. Start with what you want to know.
Open Agent in the desktop app and expand Connection & instructions. Connect an MCP-compatible agent such as Codex or Claude Code, then give it a goal. Your agent handles the research and workflow; Nextstep keeps its collections, reported progress and change history available to inspect. Set up recurring work in your agent if you want regular updates.
Yes. Let your agent save directly, or turn on Require review in Settings to approve or reject changes before they are saved. Review is optional and off by default.
On your computer by default, with JSON exports available. You can also connect to your own private server. Your agent provider may process the context it reads. Privacy details ↗ · Self-hosting guide ↗