TL;DR

ClearWork is the process mapping software that actually watches work happen, turns it into a designed future state with measurable ROI, and then drives adoption and AI-powered execution inside your tools—so you can transform how the business runs, not just document it.

Discover the Current State (Automatic process mapping & task mining)

What it does: ClearWork captures how work actually happens—clicks, fields, pages, timestamps, switches between apps—directly from the browser and key enterprise systems. It unifies these events into a single, time-ordered work timeline to reveal true processes at the task level.

How it works

• Lightweight capture: A privacy-aware browser extension and system connectors record page titles/URLs, user actions, dwell time, copy/paste, and form interactions—without screen recordings by default.

• Automated process discovery: ClearWork’s models detect recurring sequences and variants, stitching tasks into flows (e.g., “triage → research → update → approval → close”).

• Entity & context inference: We automatically label steps with tickets, cases, opportunities, accounts, or vendors, so flows align to business objects you already use.

• Unified timeline: Cross-app activity (e.g., Salesforce + Zendesk + Gmail + Sheets) is merged into a single trace, exposing the real handoffs, waits, and rework.

• Friction analytics: Time-on-task, idle time, backtracking, form-field error loops, multi-tab toggling, and copy-paste “shadow processes” are highlighted.

• Security & governance: Role-based access, workspace scoping, PII redaction, opt-in sessions, and audit logs keep data safe and reviewable.

What you see

• Automatic process maps with variants and frequency (no workshops required).

• Heatmaps of time sinks, bottlenecks, and error-prone fields.

• Persona & segment views (new reps vs. experts, region A vs. B) to see where work actually diverges.

• Baseline metrics (cycle time, touches, hops, SLA adherence) that become your measurable starting point.

Why it matters: Most “process mapping software” documents how work should happen. ClearWork shows how it does happen—fueling accurate, data-driven transformation.

Plan the Future State (Design studio, governance & automation recommendations)

What it does: Turn your discovered “as-is” flows into a designed, governed, and executable “to-be”—with templates, SOP drafts, and AI-assisted improvements you can publish to the business.

How it works

• BPMN-style editor: Drag-and-drop to modify steps, decision points, and roles. Start from the discovered map to avoid blank-page design.

• Optimization engine: AI suggests consolidations, parallelization, and elimination of non-value-add steps; flags data re-entry and hand-offs that create delays.

• Automation finder: Identifies repetitive sub-tasks suited for RPA, native app automation, or agentic orchestration (e.g., “auto-populate fields from source,” “bulk update cases,” “schedule follow-ups”).

• SOP auto-drafts: Generate role-specific SOPs and checklists straight from the future-state design, including inputs/outputs, system screens, and acceptance criteria.

• Requirements & governance module: Convert design changes into structured requirements, RACI, and sign-off workflows; track open questions, decisions, and dependencies.

• Value modeling: Compare current vs. future state with scenario analysis (hours saved, cycle time reduction, cost-to-serve, SLA lift) and export a one-pager business case.

What you see

• Before/after dashboards with projected impact and implementation effort.

• Role-aware swimlanes that clarify responsibilities and approvals.

• Implementation plan (phased rollouts, dependencies, go-live checklist).

Why it matters: Traditional “business process mapping tools” stop at diagrams. ClearWork carries you through requirements, approvals, and an executable plan—so your design doesn’t die in a deck.

Drive Adoption & AI Workflows (In-flow guidance and agentic orchestration)

What it does: Ship the future state into people’s day-to-day tools. ClearWork delivers in-flow guidance and agentic workflows that execute steps, fetch context, and coordinate across apps—so adoption isn’t an afterthought, it’s built in.

How it works

• In-flow guidance: Contextual guidance appears at the right step, in the right app (e.g., Salesforce, Zendesk, Workday, web tools). Prompts adapt by persona and proficiency.

• ADKAR-aligned nudges: Awareness → Desire → Knowledge → Ability → Reinforcement built into micro-interventions (starter tips for rookies, shortcuts for experts).

• Governed guardrails: Required fields, validation, and policy checks embedded in the flow—reducing compliance drift.

• Agentic orchestration: ClearWork’s agent executes multi-step tasks across systems: gather data, pre-fill forms, push updates, schedule follow-ups, trigger downstream bots.

• Grounded on real work data: The agent is trained and constrained by your discovered current-state traces and approved future-state designs, so it acts in line with policy and reality.

• Closed-loop learning: Every guided step and agent action writes back to analytics—so you see adoption, outcomes, and where the flow needs another tweak.

What you see

• Playbooks inside the workflow: Step-by-step guidance with auto-checks, templates, and suggested actions.

• One-click automations: Buttons that execute the routine parts (compile notes, update status, create follow-ups).

• Adoption & impact dashboards: Completion rates, cycle-time lift, error reduction, SLA improvement—by team, role, and region.

Why it matters: Most BPM software ends at “go-live.” ClearWork operationalizes the design with AI that’s trusted (because it’s grounded in how your work actually runs) and automation that sticks (because it lives where people work).

End-to-End Benefits at a Glance

• Time-to-value: Automatic process discovery and automated process mapping cut months of interviews into days.

• Accuracy: Plans are based on process intelligence from behavioral data, not assumptions.

• Adoption: In-flow guidance ensures teams follow the new process from day one.

• Scalable automation: Agentic workflows orchestrate across apps, eliminating swivel-chair tasks.

• Governance: Requirements, RACI, and approvals are captured and auditable.

• Continuous improvement: Live metrics and feedback loops keep the process evolving.

Where ClearWork Fits in Your Stack

• Inputs: Browser activity, enterprise apps (e.g., Salesforce, Zendesk, SAP/Workday), tickets, emails, docs, and logs.

• Outputs: Process maps, SOPs, requirements, business cases, in-flow guidance, agentic automations, and KPI dashboards.

• Security: Role-based access, PII redaction, workspace scoping, audit trails, SSO/SCIM, and data residency options.