Help with NorthStep

Getting started

Adding your team

Open the Team tab and add each direct report with their name and role. Tap anyone in the grid to open their dashboard, which holds their 1:1s, follow-ups, goals, conversation notes and aspirations.

Setting a 1:1 cadence

On a person’s 1:1 tab, set how often you meet — for example “1st Monday of every month at 9:30”. NorthStep works out the next date from there and surfaces it on Pulse. Changing the cadence never affects 1:1s you have already recorded.

Recording a 1:1

Tap Record 1:1 and type or paste your notes exactly as they came out — no template needed. NorthStep sends the text to our AI service, which sorts it into action items, discussion points and follow-ups, then hands it back for you to edit before saving. Nothing is saved until you confirm it.

When you save a 1:1, any follow-ups still open from last time roll forward automatically and pick up a “Carried” badge showing how many sessions they have survived.

Common questions

Who can see my notes?

Only you. Everything you record is scoped to your account at the database level — not your company, not your team, not your own manager. NorthStep is not HR software and does not report into any performance system. See the privacy policy for the detail.

The AI features aren’t working

Note structuring, suggested topics and the AI coach need a network connection. If they fail repeatedly while the rest of the app works, our AI service is likely having a problem — please email us so we know.

Can I edit what the AI produced?

Yes, and you should. The structured record is a draft: edit any line before saving, and you can edit a saved 1:1 record afterwards too. The AI never invents content that wasn’t in your notes.

What happens when someone leaves my team?

Archive them from their dashboard. They drop out of Pulse and the main Team grid but their full history stays available under the archived section, which matters when you are asked for a reference or a review after the fact.

Does NorthStep work offline?

You need a connection to sync and to use the AI features. NorthStep is not currently a full offline-first app — if you are somewhere with no signal, take notes elsewhere and paste them in later.

Is my data backed up?

Yes. Your data lives on our servers, not only on your device, so it survives losing or replacing your phone. Sign in on the new device and everything is there.

Account

Resetting your password

Tap Forgot password on the sign-in screen and we will email you a reset link. If it doesn’t arrive within a few minutes, check your spam folder before emailing us.

Changing your details

Your name, job title, company and profile picture are all editable in Settings.

Deleting your account

Open Settings and choose Delete account. This permanently removes your account and every report, 1:1 record, follow-up, goal and note attached to it. It cannot be undone and we cannot recover it afterwards, so export or screenshot anything you want to keep first.

Reporting a problem

Found a bug, or something that just feels wrong? Email hello@northstephq.com with:

• Your device and OS version (for example, iPhone 15 Pro, iOS 26.2).
• What you were trying to do, and what happened instead.
• A screenshot if you have one — please blank out anything sensitive about your team first.

Please don’t send us real 1:1 notes or details about your reports. We almost never need them to fix something, and we would rather not hold them.