A map you keep
The current-state process map, stakeholders, exceptions, and baseline are client deliverables even when no implementation follows.
Process Discovery
Find the automation opportunity before paying to build it.
Process Discovery is a fixed-scope assessment of one business process. We map the current workflow, establish its cost baseline and assess exceptions, risks and automation potential. You keep the findings and a clear recommendation: proceed, change scope or stop.
Start on your own
Not ready for a call? Run the first check yourself.
Checklists, cost formula, and a go/no-go frame — so you can qualify the opportunity before we talk.
Process Discovery Starter Kit
Free · Interactive + PDF
What this means in practice
A decision, not a promise
The output can be proceed, re-scope, or stop. A clearly documented “not yet” is a valuable outcome.
Technology after context
Architecture is selected after the process, systems, data, security, and human controls are understood.
Scope boundary
This is not a generic AI maturity assessment.
AutoMates assesses a defined business process. If a wider organisational readiness assessment is required, the scope, stakeholders, and deliverables must be agreed explicitly rather than inferred from a workshop name.
The workshop
What we establish together.
The current path
We document the trigger, steps, systems, inputs, people, decisions, delays, rework, and exceptions. The aim is to find the work as it is done—not as the process diagram says it should be done.
The cost baseline
We make the cost visible with defensible assumptions: frequency, handling time, loaded labour cost, tools, error handling, avoidable waiting, and any downstream effect that can be evidenced.
The conditions for a safe change
We identify data quality, integrations, access, approvals, security requirements, regulatory constraints, ownership, and the manual fallback that makes the new workflow operable.
The output
A decision document, not a black box.
The Process Discovery document is a standalone work product: it records the current process, cost baseline, constraints, evidence, and delivery decision. You keep it and can stop there with useful work completed, continue internally, or move into implementation with AutoMates.
Opportunity score
Each candidate is evaluated for value, feasibility, risk, operational readiness, and the quality of the evidence. This makes prioritisation explainable to commercial and technical stakeholders.
Implementation outline
Where automation is justified, the recommendation includes the proposed workflow, required integrations, control points, testing approach, delivery sequence, and the open decisions that remain.
Decision and delivery path
The document ends with an explicit choice: proceed with AutoMates into a defined build, use the findings with another team, reduce scope, resolve a blocker first, or stop.
If you decide to proceed
AutoMates can take the agreed workflow from document to operation.
Process Discovery is the decision gate, not the end of our delivery. If the case is sound and you choose to continue, the same evidence becomes the starting point for a scoped implementation.
What implementation includes
The approved outline becomes an implementation plan with scope, owners, success measures, controls, and test cases. AutoMates then builds the integrations and workflow, validates it with the people who use it, and takes it through go-live, handover, and the agreed support period.
Common questions
Answers before the call.
Clear answers to the practical questions that usually come up before a first conversation.
What is included in a Process Discovery workshop?
The scope is agreed before the work begins. A standard discovery covers current-state mapping, cost baseline, exceptions, stakeholders, constraints, opportunity assessment, and a clear recommendation.
What happens if we do not proceed?
You retain the documentation of your current process, baseline, and discovery findings. The work is useful even when implementation is not the next step.
How much does a discovery cost?
Discovery is a fixed-fee piece of work, agreed against its scope before it starts. If implementation follows with AutoMates, the fee is credited as agreed in the commercial proposal.
Continue exploring
The full delivery method
See how discovery connects to prioritisation, implementation, validation, and handover.
AI Workflow Implementation
Understand the systems, controls, and validation that follow a viable discovery.
When the process needs redesign
See how unclear rules, avoidable steps and recurring exceptions are resolved before automation.
AutoMates
Choose one process worth understanding properly.
Bring the repetitive work, the people closest to it, and the systems it touches. We will help you decide if it deserves a build.