ClearWork - AI Transformation Intelligence & Process Discovery

Automated Discovery, AI Process Mapping, and Requirements Gathering in ClearWork.

Accelerate discovery, improve deliverable quality, and create a trusted foundation for transformation. ClearWork captures how work actually happens from asynchronous AI discovery interviews, documents, meetings, and recordings — then turns that knowledge into evidence-backed process maps, requirements, SOPs, user stories, KPIs, and living project documentation for internal project teams, operational excellence teams, and consulting teams.

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Faster discoveryReduce weeks of workshops and manual synthesis with AI-led capture, gap detection, and automated discovery planning.
Higher-quality scopeSurface exceptions, handoffs, requirements, risks, and process variations before they become rework.
Less manual effortReduce time spent gathering context, rewriting notes, building diagrams, and recreating project knowledge.
Built for transformation teamsSupport internal project teams, operational excellence teams, and consulting teams with a repeatable discovery approach.

Transformation Intelligence Layer

Discovery, context, processes, systems, requirements, decisions, risks, and deliverables in one living source of truth.

AI interviews
Documents
Meetings
Systems
Requirements
Deliverables
Why discovery breaks

Traditional discovery loses the operational truth before transformation begins.

Workshops, manual notes, static diagrams, and scattered documents make it hard to capture the full current state, especially when every team handles the same process differently. Traditional discovery can take weeks or months, costing teams time, budget, and momentum before transformation work even begins.

Discovery meetings miss reality

A few stakeholders often speak for everyone, while exceptions, workarounds, decisions, and regional variations never make it into the project baseline.

Documentation becomes disconnected

Requirements, process maps, SOPs, meeting notes, recordings, and decisions end up living in different tools with no durable source of truth.

Requirements surface too late

Missed handoffs and variations become rework, change requests, adoption issues, and delayed execution once implementation is already underway.

Introducing ClearWork: The automated discovery platform for every project.

ClearWork captures project context, keeps it current, and turns it into the deliverables that power assessments, strategy, implementations, and continuous improvement.

Capture Everything You LearnEverything flows in to build a complete picture of the project.

AI-Led Discovery Interviews

Async AI interviews, SME follow-ups, structured questions

Process Materials

Documents, decks, spreadsheets, SOPs, process maps

Meetings & Conversations

Transcripts, recordings, audio, video, meeting bots

Project Activity

Decisions, risks, requirements, changes, approvals

ClearWork Living Knowledge Base

A continuously updated source of truth for project context, current state, processes, requirements, decisions, and project knowledge.

self-creating wiki
Project Context
Current State
Processes
Requirements
Systems
Stakeholders
Decisions
Risks & Gaps
Create the Work Products You NeedTurn intelligence into high-quality outputs, faster.

Discovery & Assessment

Current-state summaries · Process documentation · Gap analysis · Requirements matrix

Strategy & Planning

Future-state design · Transformation roadmap · Business case · Executive presentations

Implementation

User stories · Project plans · SOPs · Training guides · Tasks

How ClearWork works

Automated discovery turns fragmented inputs into process intelligence and delivery-ready outputs.

ClearWork gives teams a repeatable loop for discovery, AI process mapping, AI requirements gathering, and living documentation.

Step01

Start with project context, not a blank canvas.

Upload documents, decks, SOPs, spreadsheets, process diagrams, transcripts, recordings, and meeting notes. ClearWork analyzes the source material and drafts the initial project knowledge base.

DocumentsRecordingsTranscriptsExisting process maps
ClearWork new project screen where the user describes the engagement, adds project context, and uploads source documents
Describe the engagement and add existing context so ClearWork can build the workspace.
Step02

Generate a discovery plan that knows what is missing.

ClearWork identifies gaps, conflicts, untested SOPs, missing SMEs, ambiguous requirements, and areas that need deeper discovery. Your team reviews and approves the plan.

Coverage gapsSME mappingDiscovery tasksApproval queue
ClearWork discovery plan dashboard showing process baselines, gaps, and generated discovery actions
ClearWork turns the prompt into baselines, gaps, tasks, and a review queue.
Step03

Augment live discovery with asynchronous AI discovery interviews.

ClearWork extends—not replaces—your live discovery interviews, whether they happen in person or remotely. Assign asynchronous AI interviews by process, role, or knowledge gap so SMEs can add detail, answer follow-ups, share screens, and upload context before or after live sessions.

Async AI interviewsLive interview follow-upVoice or textScreen sharing
ClearWork interview assignment table showing topics, methods, SMEs, consultants, priority, and status
Use asynchronous AI interviews to extend manual discovery and capture more SME context between live sessions.
Step04

Centralize everything in a transformation intelligence layer.

ClearWork automatically organizes workflows, variations, decisions, systems, requirements, risks, gaps, stakeholders, and project knowledge into a living source of truth.

Current stateSystemsRisksDecisions
ClearWork centralized intelligence screen showing organized project knowledge, pages, stakeholders, and updates
Project context, processes, stakeholders, systems, and updates organize into a living knowledge base.
Step05

Generate deliverables and keep them alive.

Create process maps, BPM-style documentation, requirements, SOPs, user stories, tasks, roadmaps, KPIs, and executive summaries. When source knowledge changes, ClearWork proposes updates for review.

Process mapsRequirementsSOPsLiving docs
ClearWork generate panel creating user stories and rich deliverables from project knowledge
Generate project-ready deliverables from the living project context.
AI discovery interviews

Capture process reality from every SME without the meeting marathon.

ClearWork's asynchronous AI interviews are sent as a link via email, opening a dedicated response page where SMEs can respond on their own time without a human interviewer required. Their answers become the engine behind better process intelligence, AI requirements gathering, and automatic process mapping.

Voice interviews

Let SMEs talk through workflows and exceptions while the AI follows up on gaps and ambiguity.

Structured Q&A

Generate targeted questions by persona, process, gap, or deliverable need.

Screen sharing

Capture the real "day in the life" workflow with narrated screen walkthroughs.

Attachments and context

SMEs can upload screenshots, files, notes, and context that would usually disappear after a call.

Automated discovery in action

Ask ClearWork to create the discovery plan. Then review, approve, and refine.

The platform does the heavy lifting of identifying the workstreams, gaps, interviews, and tasks needed to scope the project correctly.

ClearWork
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Ready for review

Discovery Plan

Verify operating reality, resolve conflicts, and close gaps before scope is locked.

+ Add walkthrough
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Process exploration baselines
EscalationsTargeted discovery
1/2 gaps
Inbound supportBaseline in progress
1/2 gaps
Account maintenanceTargeted discovery
1/2 gaps
Digital bankingNot explored
1/2 gaps
Loan applicationsNot explored
1/2 gaps
Identity reviewBaseline in progress
1/2 gaps
Discovery inbox
BaselineNo foundational walkthrough completed for Digital Banking.Schedule →
ConflictApproval thresholds conflict with documented procedure.Review →
GapUnmapped SME for exception handling workflow.Assign →
TaskPrepare AI interview for Account Maintenance lead.Approve →
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Outputs

More than process mapping software: a complete transformation intelligence platform.

ClearWork generates the assets teams need to assess, plan, implement, govern, and continuously improve.

AI process maps and swimlanes

Create role-based flows, handoffs, exception paths, decision points, and current-state narratives from actual discovery.

AI requirements gathering

Turn source knowledge into requirements docs, epics, user stories, tasks, acceptance criteria, and open questions.

SOPs and living documentation

Generate standard operating procedures, training guides, process narratives, and documents that update with new knowledge.

Gap and risk analysis

Surface conflicts, missing SMEs, undocumented variations, system gaps, assumptions, and project risks.

Metrics and KPIs

Define and refine value metrics based on what teams actually do, not abstract assumptions.

Roadmaps and implementation handoff

Carry validated discovery into project charters, transformation roadmaps, delivery plans, and project management tools.

Category creation

ClearWork is not just another business process mapping tool or BPM software.

It is an AI Transformation Intelligence Platform that connects discovery, process intelligence, requirements, deliverables, governance, and continuous improvement.

Diagramming tools

Useful when you already know the process, but they still require people to manually draw and maintain diagrams.

  • Manual canvas work
  • Static outputs
  • Weak link to source evidence

Traditional BPM software

Helpful for modeling and managing known processes, but often depends on workshops and manual documentation to define the baseline.

  • Heavy implementation lift
  • Process-first, not discovery-first
  • Can miss tribal knowledge

ClearWork

Captures how work actually happens, organizes the knowledge, and generates the outputs needed to run transformation work.

  • AI-led discovery interviews
  • Automatic process mapping
  • Living requirements and documentation
Governance and trust

Built for sensitive transformation knowledge.

ClearWork is designed for teams that need project knowledge to be controlled, traceable, and reviewable.

Role-based access

Keep interviews, projects, documents, and collaboration spaces organized with appropriate access control.

Traceable source evidence

Connect outputs back to the interview, document, recording, or project source that informed them.

Human review loops

When source knowledge changes, review suggested updates before trusted artifacts are changed.

Zero AI training on any data

Your documents, interviews, transcripts, recordings, and project knowledge are not used to train AI models.

FAQ

AI transformation intelligence, automated discovery, and process mapping questions

An AI Transformation Intelligence Platform captures how work actually happens, organizes operational knowledge, and turns that context into trusted deliverables for transformation work: process maps, requirements, SOPs, roadmaps, user stories, KPIs, and living documentation.
ClearWork ingests source materials, identifies gaps, generates a discovery plan, runs asynchronous AI discovery interviews, analyzes responses, and organizes everything into a living transformation intelligence layer.
Yes, ClearWork can generate process maps, swimlanes, and process flows, but it goes beyond process mapping software by capturing the source knowledge behind the map and turning it into requirements, SOPs, tasks, risks, and living documentation.
Many business process management tools assume the process has already been documented. ClearWork helps you discover the process first, capture variations and requirements, and generate the deliverables needed to plan and execute transformation work.
Yes. ClearWork is designed to make deliverables living artifacts. When new knowledge, feedback, or project changes affect a document or process map, the platform can propose updates for review instead of letting documentation silently go stale.
See ClearWork Vision

Turn your next transformation project into living intelligence.

Bring a real project, a few documents, and the questions you need answered. We'll show how ClearWork runs automated discovery, creates process intelligence, and generates the outputs your team needs next.

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