The Stepthrough blog: page 5

Updated October 21, 2026

Practical, plain-English guides to using AI at work: better prompts, email replies you can trust, and automations that do the busywork. Every post points to a free lesson where you build it yourself, one click at a time.

✎n8n Onboarding Tracker Agent: 9 Mistakes to Avoid

Mistakes that break an n8n onboarding tracker agent, from pasting bank details to mismatched column headers and the wrong Sheets operation.

Oct 21, 2026 6 min read

✎OLVA Client Meetings: 7 Mistakes to Avoid

OLVA mistakes in accounting client meetings: no context, the whole return uploaded, no consent, tax answers on the spot and an unread handoff.

Oct 21, 2026 5 min read

✎OLVA Client Meetings FAQ: Contexts, Follow-up, Handoff

Plain answers about OLVA in accounting client meetings: contexts, Follow-up questions, agenda coverage, Live insight and the preparer handoff.

Oct 21, 2026 5 min read

n8n If node: AI text contains "urgent": true, output True Branch 1 item

n8n AI Workflow: 8 Beginner Mistakes to Avoid

n8n AI workflow mistakes beginners make: a prompt with no fixed shape, a typed message instead of a dragged field, the wrong If operator and no test.

Oct 21, 2026 5 min read

GPT-5-MINI output in n8n: category Payroll, urgent true, a summary and a draft reply

n8n AI Workflow FAQ: Form, OpenAI Step and If Rule

Plain answers about a first AI workflow in n8n: the form trigger, the OpenAI step on free credits, the JSON prompt and the If rule for urgent inquiries.

Oct 21, 2026 5 min read

The same kind of request in a normal chat: a post with emojis and no approval question

ChatGPT Projects: 7 Client-Work Mistakes to Avoid

ChatGPT projects mistakes in client work: chats started outside the project, rules never saved, memory left unchecked, Archive mixed up with Delete.

Oct 21, 2026 5 min read

ChatGPT answer inside the project: four blog ideas ending with a question for Kim to approve

ChatGPT Projects FAQ: Instructions, Memory and Archive

Plain answers about ChatGPT projects for client work: how to create one, what Instructions do, the Memory setting, and Archive vs Delete.

Oct 21, 2026 5 min read

ChatGPT action items table with owners and due dates, and items that need the owner's attention

ChatGPT Bookkeeping Assistant: 7 Mistakes to Avoid

ChatGPT assistant mistakes at a bookkeeping firm: rules typed in each chat, no "do instead" line, one long chat for every client and drafts sent unchecked.

Oct 21, 2026 5 min read

ChatGPT draft reply offering a 15-minute call and asking the client not to email a bank login

ChatGPT Bookkeeping Assistant FAQ: Rules, Emails, Notes

Plain answers on using ChatGPT as an AI assistant for a bookkeeping firm: project rules, client email replies, call notes and what to check.

Oct 21, 2026 6 min read

A Strawberry chat where the companion explains it will keep the review read-only, with a collapsed work trace reading "(and 29 more actions)" (screenshot from Strawberry's product updates page)

Strawberry Lead Research FAQ: Sources, Sheets, Approvals

Plain answers on Strawberry lead research: Gmail send permissions, prompts with sources, the work trace, saving to a Google Sheet and approving emails.

Oct 21, 2026 5 min read

Strawberry's browser window with a sidebar of New Tab, Chat History, Routines and Explore, and a Skill window showing a skill's instructions with Share and Save changes buttons (screenshot from Strawberry's product updates page)

Strawberry Lead Research: 8 Mistakes to Avoid

Strawberry lead research mistakes: sends left on Always allow, prompts with no sources, skipping the work trace and approving emails with wrong facts.

Oct 21, 2026 5 min read

Routine's Inbox with the scheduling prompt open over a task, showing the typed text "on tomorrow" and two options to schedule or allocate it (frame from Routine's help center)

Routine Weekly Planning FAQ: Console, Inbox, AI Assistant

Plain answers on planning your week in Routine: the Console, processing the Inbox to zero, scheduling vs time blocking and the AI assistant's approvals.

Oct 21, 2026 4 min read

All free tutorials · The full course, in order

How every module works

Each step is shown on the left, with a cursor pointing to exactly where to click. You do the same thing on the right, in a practice copy of the real tool. Get it right and it moves on. Nothing touches your real accounts until you're ready to build it for real.

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