ClearWork | Automated Process Discovery & Project Requirements

Skip discovery workshops. Start your next project with clarity.

ClearWork runs AI-led, asynchronous interviews and turns real inputs into epics, user stories, tasks, process maps, and project charters—in days, not weeks.

Results in days—not months
Works without complex integrations
Evidence-linked outputs (traceable to source)
Built for delivery teams and PMOs
ClearWork Process Map Dashboard

Why projects slip before they even start

Most project delays don’t come from bad execution. They come from bad discovery—missing requirements, unclear handoffs, and “happy path” process maps that ignore how work actually happens.

  • Workshops don’t scale

    Getting the right people in the room takes weeks.

  • Requirements get lost in notes

    Decisions live in slides, chats, and someone’s memory.

  • You only capture the happy path

    Exceptions show up later… as change requests.

  • Artifacts take forever to produce

    After discovery, teams spend more time writing than building.

  • Documentation dies after go-live

    The next project starts from scratch again.

"If you’ve ever rebuilt a process map from a meeting recording… you’re not alone."

Outcomes

What you get in the first 30 days

Faster discovery

  • Capture inputs asynchronously with AI-led interviews
  • Move from kickoff to delivery-ready artifacts in days

Fewer missed requirements

  • Document handoffs, exceptions, and variations
  • Reduce rework and surprise scope changes

Delivery-ready outputs

  • Generate epics, stories, tasks, and charters automatically
  • Keep teams aligned on one source of truth

Stakeholder alignment

  • Bring SMEs into a structured review loop
  • Track approvals and updates without more meetings
ClearWork Swimlane Diagram

ClearWork dashboard showing generated artifacts & collaboration capabilities

How It Works

How ClearWork works (without the meeting marathon)

STEP 01

Discover the real workflow

Assign AI-led interviews to the people who actually do the work. They can respond by text, voice, or screen walkthroughs. You also upload existing docs (SOPs, slides, tickets, spreadsheets). ClearWork pulls it into one structured discovery dataset.

Interview UI
Artifact Generation
STEP 02

Turn inputs into project-ready artifacts

ClearWork converts discovery into the deliverables your team normally spends weeks creating: requirements, epics, user stories, tasks, process maps, swimlanes, SOP drafts, and project charter content.

STEP 03

Send it to delivery (and keep it updated)

Export structured outputs into your delivery tool (start with Jira). Then keep artifacts "living" by scheduling SME reviews and capturing updates—so the next phase (or next project) doesn’t restart from scratch.

Jira Export

Everything you need to plan, scope, and deliver

ClearWork generates the artifacts your teams need for successful delivery—grounded in real discovery inputs.

Project charter draft

Scope, goals, stakeholders, and milestones.

Epic list

Major initiatives organized by outcome.

User stories

Ready for backlog grooming.

Task breakdowns

Clear steps with acceptance criteria.

Requirements catalog

Functional and process requirements in one place.

Automatic process maps

Real workflows, not just the happy path.

Swimlanes & handoffs

Who does what, where bottlenecks hide.

SOP drafts

Draft procedures your SMEs can refine.

Value metrics & KPIs

What to measure, where value is lost.

Risks & gaps

Missing inputs and uncertainty flagged early.

clearwork_dashboard.app
Gallery carousel
Traceability

Outputs you can trust (because you can trace them)

ClearWork doesn’t create “AI guesses.” Every story, requirement, or diagram can be traced back to the source—interview answers, screen walkthroughs, or uploaded documents—so teams can review, validate, and move forward with confidence.

  • Trace any output back to its source
  • Review what changed and why
  • Resolve gaps before they become rework
Artifact with evidence links

Built to plug into delivery workflows

ClearWork turns discovery into structured work items—so delivery teams can start building immediately instead of rewriting notes.

Jira Export

  • Export epics, stories, and tasks into Jira with consistent hierarchy
  • Reduce backlog grooming time and keep scope aligned to discovery
  • Keep a clean link back to source context
Jira Config

Great for ERP, CRM, and operational transformation projects

If it has handoffs, exceptions, and "tribal knowledge," ClearWork helps.

ERP implementations

Capture end-to-end processes before configuration starts

CRM & sales ops

Define workflows, handoffs, and exceptions clearly

Finance & billing

Map approvals and edge cases that cause delays

Customer support

Identify true drivers behind escalations and rework

HR & onboarding

Standardize processes without endless workshops

IT service delivery

Document real triage flows and common exceptions

FAQ

No—ClearWork is the discovery-to-artifact engine that feeds your delivery tools. It creates the backlog, requirements, and process maps your PM tools rely on.

Workshops capture a snapshot. ClearWork captures reality across people, time, and variations—without scheduling overhead—and produces artifacts automatically.

Text answers, voice responses, screen walkthroughs, and uploaded documents like SOPs, slides, spreadsheets, and tickets.

Yes. ClearWork is designed to convert discovery into structured epics/stories/tasks for delivery workflows.

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 stop running discovery workshops?

See how ClearWork turns real inputs into delivery-ready artifacts—fast.
Book a demo and we’ll walk through your use case.