ClearWork is an enterprise-grade process intelligence and transformation orchestration platform designed to accelerate and de-risk digital change. Built for large organizations facing the complexity of scaling AI and automation, ClearWork captures real user activity data, maps operational processes, and supports structured transformation planning—all the way through to AI-driven execution and in-flow user adoption.

It is particularly relevant for operations leaders, transformation teams, and CIOs in industries such as financial services, telecom, logistics, insurance, and healthcare—sectors where fragmented processes, legacy systems, and change resistance often stall transformation efforts.

ClearWork differentiates itself by addressing three critical pain points:

• Replacing guesswork with task-level process discovery grounded in actual user behavior

• Aligning AI and automation initiatives with real business needs and workflows

• Enabling in-application change adoption and AI orchestration for lasting impact

What are the key features of ClearWork?

Data-driven process mapping with real user activity

ClearWork replaces traditional process discovery methods—interviews, workshops, or shadowing—with a lightweight, data-based approach:

• Captures real-time user interactions across enterprise applications (clicks, page visits, time on task, field entries) via browser instrumentation

• Automatically reconstructs sequential process flows, surfacing actual execution patterns

• Identifies bottlenecks, rework, handoff failures, and compliance deviations

• Provides role-specific process views, revealing variations in behavior across personas

This creates a reliable current-state map that becomes the foundation for all transformation efforts—faster, more objective, and more precise than manual approaches.

Transformation planning and automation design

Once current processes are mapped, ClearWork enables teams to move directly into structured improvement and automation planning:

• Visual workflow editor using BPMN-style diagrams, anchored in discovered processes

• AI-generated recommendations highlight automation opportunities or process simplification

• Automatic SOP drafting based on observed workflows

• Transformation playbooks align future-state models with compliance and business objectives

The platform also supports early GenAI use case validation by pinpointing repetitive cognitive tasks and decision flows that are suitable for AI involvement.

AI orchestration grounded in process and business data

ClearWork enables organizations to operationalize AI responsibly, by giving agents structured, real-world process and data context:

• Embed AI copilots into workflows with access to both task-level process sequences and business logic

• Allow agents to execute repetitive tasks, request approvals, or route decisions intelligently

• Orchestrate actions across enterprise systems (e.g., Salesforce, SAP, Workday)

• Configure agent guardrails based on mapped responsibilities and decision thresholds

This architecture ensures that AI acts as a trusted automation layer rather than a disconnected experiment.

In-flow adoption tools for sustainable change

ClearWork addresses one of the most overlooked challenges in transformation: user adoption. It supports ongoing change management within the applications employees already use:

• Contextual guidance, prompts, and nudges embedded directly in workflows

• Persona-based coaching tailored to different roles and process steps

• Frameworks aligned with ADKAR and other change models to ensure structured rollout

• Feedback capture mechanisms for real-time insights into process adoption and friction points

These tools help organizations close the last-mile gap between process design and actual practice.

To summarize

ClearWork is a process intelligence and transformation enablement platform that combines data fidelity, AI orchestration, and human-centric adoption tools into one cohesive system. Its most valuable benefits include:

• Faster and more accurate process discovery, without manual workshops or outside consultants

• Confidence in AI and automation planning, grounded in actual work patterns

• Reduced risk of transformation failure, with adoption tools built into the flow of work

• Cross-system orchestration, enabling AI agents to act effectively across the application landscape

• Greater alignment between operations, IT, and business goals, driven by shared visibility and measurable impact

In a landscape where digital transformation often fails to translate into operational change, ClearWork delivers a pragmatic, end-to-end solution that starts with real work and ends with real results.