The Steps block

The Steps block lays out the lead's next few moves as numbered cards — each with a title and a short line underneath. It answers the question every report should end on: "so what do I do first?"

What to use it for

• A three-step action plan closing an assessment report, ordered by what will move the needle most for that lead.
• "Your first week" onboarding steps for a new program, tailored to the lead's experience level.
• Turning a long recommendation into a scannable visual — three cards read better than three paragraphs.

Settings

• Prompt / Instructions — what the steps should accomplish and in what spirit.
• How Many — exactly 2, 3, 4, or 5 steps. Fewer, sharper steps usually land better than a long list.
• Marker — 1, 2, 3 · A, B, C · or Icon (the AI picks an icon per step to match it).
• Sub-text Guide — what the small line under each step should be, in your words: "a rough time estimate", "why this one matters". Leave blank and the AI writes a short qualifier of its own.
• Layout — Stacked cards down the page, or Columns side by side (columns collapse to stacked on mobile).
• Show Kicker — the small uppercase label above the steps, written by the AI.
• Skill, Intake Data / Prev. Steps, Loading Phrases — the shared AI block settings.

Good to know

• Steps is for a handful of sequenced moves; for a longer flat to-do list, use the Checklist block, and for phases over time, use Timeline.

Related articles

• AI Blocks
• The Timeline block
• The Checklist block