Automatic Process Mapping Software | ClearWork (Part 1)

Automatic process mapping—built from real discovery, not whiteboards.

ClearWork turns your discovery dataset (documents + SME interviews + screen walkthroughs) into process maps that reflect reality—including handoffs, decision points, exceptions, and variations.

Swimlanes + flow diagrams generated automatically
Captures exceptions (not just the happy path)
Evidence-linked maps (traceable to inputs)
Export-ready for delivery teams

Because “we have a process map” shouldn’t mean “we drew something once.”

ClearWork AI Generated Process Map

Most process maps fail for the same reason: they’re guesses.

Traditional process mapping is usually a workshop, a whiteboard, and someone trying to translate tribal knowledge into a diagram. The result looks clean… right up until the real-world exceptions show up and the project slips.

Workshops capture a snapshot, not the full reality

The “happy path” gets mapped—exceptions get ignored

Handoffs and approvals get oversimplified

Maps become outdated immediately

Nobody can answer the hard question: “Where did this map come from?”

How It Works

How process mapping works in ClearWork

ClearWork doesn’t start with drawing. It starts with discovery. Then it turns that discovery into maps you can actually use.

STEP 01

Start with discovery data (not assumptions)

ClearWork uses your project inputs to build a structured view of the workflow before generating a map. It ingests SOPs, notes, and recordings, then fills the gaps with AI-led interviews.

Inputs That Feed Mapping:

Unstructured docs & notes
SME interviews (voice & text)
Screen walkthroughs & recordings
Discovery inputs feeding the map
Automatically generated process map
STEP 02

Generate your process maps automatically

ClearWork uses the discovery dataset to produce process maps that represent how work actually happens—across people, systems, and scenarios.

  • Swimlane diagrams (Roles & Handoffs)
  • Process flow diagrams (Decisions & Branches)
  • Exception & variation views
STEP 03

Validate fast—and keep maps current

The best process map is the one your team trusts. ClearWork makes validation practical by tying maps back to evidence and enabling lightweight collaboration. SMEs can review, comment, and suggest changes directly on the artifact.

Map review and validation
Automatic Process Mapping Software | ClearWork (Part 2)

Maps are the start. The real win is what they unlock.

ClearWork process maps are not “pretty pictures.” They’re structured operational truth you can use to scope work, drive alignment, and improve performance.

Clarity & Alignment

Shared view of process, clear handoffs, and surfaced decision points.

Delivery-Ready Artifacts

Process narratives, requirements, epics, user stories, and scope docs.

Improvement Insight

Bottlenecks highlighted, automation opportunities identified, and KPIs mapped.

Generated outputs gallery

Process maps you can defend (because you can trace them).

Most mapping tools help you draw. ClearWork helps you prove. When someone asks “why is this step here?” you can point to the underlying discovery input that supports it.

  • Trace steps back to source evidence
  • Reduce “opinion wars” during validation
  • Spot missing inputs before build starts
Map step with source evidence

Built for the workflows that actually break projects

If the process includes “it depends,” you want this.

ERP implementations

Order-to-cash, procure-to-pay, record-to-report.

CRM & Sales Ops

Lead routing, handoffs, and opportunity management.

IT Service Delivery

Ticket triage flows and escalation matrices.

Customer Support

Escalation paths and resolution workflows.

Finance Approvals

Billing exceptions, expense approvals, and controls.

HR Onboarding

Employee lifecycle processes and system provisioning.

FAQ

ClearWork can generate diagrams, but the key difference is where they come from: maps are generated from discovery evidence (docs + SME inputs), not manual drawing.

Swimlanes, process flow diagrams, handoff maps, and views that capture decision points and exceptions.

By capturing inputs across SMEs and scenarios, asking follow-up questions, and explicitly identifying exception paths during discovery.

SMEs review the maps and can comment or attach supporting evidence. Outputs are traceable back to source inputs, which makes validation faster and more objective.

ClearWork uses the same discovery dataset to generate requirements, epics/stories/tasks, documentation (SOPs/help guides), automation opportunities, and KPIs/value metrics.

Yes—maps can be reviewed on a cadence, updated through collaboration, and versioned so teams always know what’s current.

Ready to map the real process—not the meeting version?

Start with discovery evidence. Generate maps automatically. Validate fast.
Then turn process truth into delivery-ready work and living documentation.