Automated Process Discovery | ClearWork (Part 1)

Automated discovery that starts with reality—not workshops.

ClearWork analyzes your existing project materials (docs, notes, decks, diagrams, recordings) to create a working process outline—then runs AI-led asynchronous interviews to fill the gaps and capture how work actually happens.

Start with what you already have
Asynchronous AI interviews (no scheduling chaos)
Capture real variations, not the happy path
Turn discovery into epics, stories, tasks, diagrams, and docs
Trace outputs back to source inputs

"If discovery is where projects go to die… this is the defibrillator."

Automated Discovery Interface

Most discovery fails for one simple reason: it’s too manual.

Discovery usually means workshops, interviews, and chasing SMEs for weeks—then translating notes into requirements long after the context is gone. That’s how you end up with missing edge cases, unclear handoffs, and “we’ll figure it out later” requirements.

Workshops capture the loudest voices, not the full process

Notes get scattered across slides, docs, and meeting recordings

The “real process” shows up later… as rework

Deliverables take forever to write, review, and reconcile

Documentation goes stale before the project is even done

How It Works

How automated discovery works in ClearWork

ClearWork runs automated discovery in a simple loop: analyze what exists → collect what’s missing → generate what you need.

STEP 01

Start with the messy stuff you already have

Upload or connect the materials you already rely on—then let ClearWork extract what matters. It creates a process outline: key process areas, roles, systems, major steps, likely handoffs, and “unknowns” that need validation.

What ClearWork Analyzes:

Word docs & PDFs
Meeting recordings
Slide decks
Diagrams & Charts
Spreadsheets
Meeting notes
Document upload and analysis

"Upload what you have. We’ll handle the messy part."

STEP 02

Fill the gaps with asynchronous AI interviews

Once ClearWork has an initial outline, it generates and sends interviews to the right SMEs—by email—so discovery keeps moving without scheduling a single meeting.

Mode A

AI Chat Interview

Voice-first, conversational

AI Chat Interview Interface

This is an open-ended AI conversation about the process—like a structured workshop, but 1:1 and asynchronous.

  • SMEs speak naturally (voice-first)
  • AI asks smart follow-ups to clarify steps
  • Grounded in your project materials
Mode B

Structured Interview

Clear questions, easy answers

Structured Question Interface

ClearWork generates a tailored set of questions based on the process outline and your inputs—then sends them as a guided interview.

  • Questions specific to the workflow
  • Type, dictate, or attach documents
  • Record screen for "show me how" steps
Automated Process Discovery | ClearWork (Part 2)
STEP 03

Generate comprehensive discovery analysis and project-ready artifacts

This is the payoff: ClearWork turns your discovery dataset into the deliverables teams normally spend weeks creating—plus the analysis you need to make smarter decisions.

Process Detail & Clarity

Real process descriptions, roles, system touchpoints, and "it depends" logic.

Delivery Artifacts

Epics, user stories, tasks, requirements, and project charter content.

Automation Analysis

Automation opportunities, risks, constraints, and bottleneck identification.

Diagrams & Docs

Automatic process mapping, swimlanes, SOP drafts, and stakeholder presentations.

Generated outputs gallery

Not just faster. More trustworthy.

A lot of tools can “generate content.” ClearWork is built to generate defensible outputs because it starts from evidence and keeps everything connected back to the discovery inputs.

  • Evidence-linked outputs: trace back to source
  • Asynchronous by design: capture breadth without meetings
  • Reality over happy path: exceptions are first-class citizens
  • One discovery dataset → many artifacts
Evidence linked outputs

Built for teams who can’t afford discovery surprises

If your work depends on “knowing the process”… you’re the audience.

PMOs & Delivery Teams

Start projects with a shared source of truth.

Business Analysts

Automate the "gathering" and focus on the solution.

Process Excellence

Map reality at scale without infinite workshops.

Consulting Teams

Run multi-client discovery with consistent quality.

AI Transformation

Prepare automation and agent initiatives with data.

Operations Leaders

Identify bottlenecks and improve efficiency fast.

FAQ

No. ClearWork is designed to start with what you have, generate an initial outline, and then fill gaps through interviews.

By grounding interviews and analysis in your project materials and capturing SME input directly—then linking outputs back to the underlying sources.

They receive an emailed link, log in, and complete either a conversational AI interview (voice) or a structured question set. They can answer by typing, dictation, attachments, or screen recording.

Process details, requirements, epics/stories/tasks, automation opportunities, diagrams, SOPs/help guides, and KPIs/value metrics—generated from the same discovery dataset.

It can be used for a single project or as an ongoing discovery engine that keeps documentation current over time.

No. Data sent to third-party AI providers is NOT used for model training. We enforce zero client-side AI API exposure and complete encryption.

Ready to replace workshops with automated discovery?

Start with the documents you already have. Fill gaps with AI-led interviews.
Then generate the artifacts your team needs to deliver—fast.