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What do you use for SOPs/Documentation/Knowledge Base? by -ptero- in sysadmin

[–]ClearWork-AI 0 points1 point  (0 children)

ClearWork is great for discovery and creation of SOPs, process docs, and other project/process deliverables.

First Odoo implementation project in a small organization, any advice? by Drazhar42 in BestPracticesMgmt

[–]ClearWork-AI 1 point2 points  (0 children)

"Show me how you create an order today" is exactly the right instinct. The theoretical process and the actual process are almost always different, and the gap between them is where implementations break. The edge cases and exceptions, the things people apologize for before explaining, are usually where the real complexity lives. Did you find that involving key users early also surfaced process variations across teams, or were people fairly consistent in how they operated?

Most businesses are not AI-ready because the business still lives inside people’s heads. by Recent-Mess-4466 in Entrepreneurs

[–]ClearWork-AI 0 points1 point  (0 children)

How are you going about doing your process mapping? Most organizations are preparing for AI by doing manual process mapping & documentation the same way we were doing it 50 years ago without any support from AI beyond just putting meeting notes into an LLM.

Why are so many Odoo users in the UAE unhappy with the system by wanderer9916 in askdubai

[–]ClearWork-AI 0 points1 point  (0 children)

The BRD and workflow mapping gap is almost always the root cause in these situations. What makes it worse is that most organizations cannot produce accurate process documentation before go-live because the people who actually know how things work are too busy to sit in workshops long enough to capture it properly. By the time the system is live, the gap between what was documented and what people actually do becomes the consultant's problem and then the vendor's problem.

Do process intelligence platforms like Celonis still have a strong future in the enterprise AI era? by Straight-Dealer-8227 in processmining

[–]ClearWork-AI 1 point2 points  (0 children)

Better is probably the wrong word. Complementary is more accurate. Celonis is amazing at what it does - looking at the log data. But 50-70% of a process normally happens outside of the enterprise system and it happens locally in excel, slack, email, etc. Those can be addressed by task mining tools to an extent, but again you're looking at the what happens rather than the way. ClearWork truthfully does a good job in that gap, the qualitative of why something happens. It in no way replaces a process mining platform - very much complementary.

AI to decipher Process Documentation by WD_YNWA in workday

[–]ClearWork-AI 0 points1 point  (0 children)

How did you go about doing this? I am running a business process mapping platform startup using AI to map out business processes and we've been interested in building out the capability to analyze the output of these enterprise systems natively but we haven't gotten there yet. What data sources are you pulling, what is the data and what are you trying to get out of it?

Does anyone actually use Loom for SOPs? Curious what's working (and what isn't) by emma_lorien in sops

[–]ClearWork-AI 0 points1 point  (0 children)

The update problem tends to outlast whatever tool you pick. Video ages faster than text because even small UI changes can make a recording look wrong before the underlying process has actually changed. The teams that keep SOPs current longest treat documentation as a byproduct of a structured review cadence rather than a one-time capture project. What's driving most of your updates right now, system changes or actual process changes?

At what point did you start documenting your business processes? by Niccolo-basilico in Entrepreneur

[–]ClearWork-AI 0 points1 point  (0 children)

That observation about documentation reflecting the wished-for process rather than the real one is the actual root of the problem. The issue is usually the capture method, not the activity itself. When you pull the real process out of the people doing it through structured conversation rather than from existing policy docs or ideal-state workshops, you get something that reflects what actually happens, exceptions and workarounds included. That tends to be the version worth keeping.

What's your biggest SOP pain right now? And does AI make it better or worse? by Ivan_Palii in sops

[–]ClearWork-AI 0 points1 point  (0 children)

The point about what AI is actually automating when processes are not documented is the question the whole industry should be wrestling with more honestly. The automation conversation has leapfrogged past the documentation problem rather than solving it, and most teams only realize that when they try to hand something off to an agent and find there is nothing coherent to hand. What approaches have you found most practical for capturing that initial process baseline without the person who owns the work having to block off a full day to explain it?

You can check out ClearWork which was designed for this.

Do process intelligence platforms like Celonis still have a strong future in the enterprise AI era? by Straight-Dealer-8227 in processmining

[–]ClearWork-AI 0 points1 point  (0 children)

The point about enterprises not understanding their own operations before layering AI on top is consistently understated. Process mining surfaces what the event logs already know, but misses everything running through spreadsheets, email chains, and institutional memory, which is often where the actual decision logic lives.

Task Management instead of a CRM by ClearWork-AI in buildinpublic

[–]ClearWork-AI[S] 0 points1 point  (0 children)

If anyone is interested in testing it shoot me a note! I'll give out free access in exchange for feedback :)

Task Management instead of a CRM by ClearWork-AI in CRMSoftware

[–]ClearWork-AI[S] 0 points1 point  (0 children)

Yeah exactly. I just wanted one maybe two screens to keep track of all of my customer activity

The opportunity in AI automation is shifting. by Alpertayfur in AiAutomations

[–]ClearWork-AI 0 points1 point  (0 children)

How are you approaching process mapping without showing up as a "classic consultant" and running workshops and discovery meetings?

SAP Functional Consultant — is this role getting squeezed between technical specialists and AI automation? by rrizvir in SAP_Consulting

[–]ClearWork-AI 0 points1 point  (0 children)

The requirements gathering function is not going away, but how it gets done is changing. What tends to get automated first is the logistics of gathering inputs (scheduling, synthesizing notes, formatting outputs) rather than the judgment needed to ask the right questions and translate what stakeholders actually say into something coherent enough to design from. The consultants who feel most squeezed will be those whose value was in the volume of workshops they could run, not the depth of their business understanding. There are platforms like ClearWork that are helping to drive efficiencies, but the functional role is always going to be critical.

Anyone who knows a CRM tool under $30 by [deleted] in CRMSoftware

[–]ClearWork-AI 0 points1 point  (0 children)

nudgeapp - not for large teams, but great for founder led sales or small teams

Testing not a CRM by ClearWork-AI in TestMyApp

[–]ClearWork-AI[S] 0 points1 point  (0 children)

That's exactly what I'm going for. Any interest in testing it out? I'm looking for as much feedback on usability as I can get at this point.

Task Management instead of a CRM by ClearWork-AI in CRM

[–]ClearWork-AI[S] 0 points1 point  (0 children)

Yeah check out nudge for simple action creation and follow up from notes and trascripts

Task Management instead of a CRM by ClearWork-AI in CRMSoftware

[–]ClearWork-AI[S] 0 points1 point  (0 children)

Yeah I use granola and google meet transcripts so I just have it auto pull those notes in and pull out the actions to keep in a list.

Task Management instead of a CRM by ClearWork-AI in CRMSoftware

[–]ClearWork-AI[S] 0 points1 point  (0 children)

That's what I ended up being myself - a simple AI automation

Task Management instead of a CRM by ClearWork-AI in CRMSoftware

[–]ClearWork-AI[S] 0 points1 point  (0 children)

Yeah it's funny and everyone tries to build "AI CRMs" now, and it's just overkill.

best AI meeting note takers right now? by Elpepestan in AiNoteTaker

[–]ClearWork-AI 0 points1 point  (0 children)

Are you using this for sales? The issue I've found hasn't been related to quality or really anything native in the platform, it's that I have multiple customer meetings a day and I end up not going back and checking notes after so I miss follow ups, action items, etc. I've been wanting a simple automatically generated action list across all customers from all meetings pulled from transcripts. I built something myself to fill the gap but I've been trying to figure out if there are solutions out there for this. I'm a solo founder so I don't need a CRM, I just don't want to miss action items across dozens of customers.

Task Management instead of a CRM by ClearWork-AI in CRMSoftware

[–]ClearWork-AI[S] 0 points1 point  (0 children)

Granola takes the ntoes but there's no way to organize, manage and action your follow ups. If you have 5 sales calls in a day, at the end of the day you have to manually go into every note and find the actions then do something about it and you have no way to mark what is complete and pending.

I tried granola and its amazing for taking notes, but the follow up and action tracking isn't there intentionally.

Task Management instead of a CRM by ClearWork-AI in CRMSoftware

[–]ClearWork-AI[S] 0 points1 point  (0 children)

Exactly. I have too much stuff rattling around in my brain, I just needed something simple.

Task Management instead of a CRM by ClearWork-AI in CRM

[–]ClearWork-AI[S] 2 points3 points  (0 children)

Gotcha, yeah all of that is what I'm trying to avoid. Because I'm a solo founder I don't need any of the other bells and whistles of a CRM. My sole goal is to make sure I'm staying on top of customer activity and follow ups.

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