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Klarity analyzes a captured process and surfaces where automation would pay off — with recommendations, estimated ROI, and how hard each opportunity is to implement — so you can prioritize with evidence instead of hunches.
Before you start: a Klarity workspace. Assessing several related processes at once gives the best view of where to invest.

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Who it’s for

Automation and COE teams, transformation leads, and operations leaders deciding where to invest automation effort.

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What you get

The Automation Assessment template identifies automation opportunities within the process, gives recommendations for each, estimates ROI, and rates implementation difficulty.
How Klarity accelerates this: instead of manually time-studying processes to build a business case, you capture them once and get ranked automation opportunities with ROI and difficulty — so you prioritize in hours, not weeks.

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Walkthrough: assessing a process for automation

Say your COE is looking at order processing to decide where automation pays off.
1

Decide your scope and set up the node(s)

Assessing several related processes (or a whole value stream) gives the best read on where to invest — but capture current state at individual process nodes (recommended) so each one is clean. Set up the node(s) in the Process Index.
2

Capture the process(es)

Use Companion, the AI Interviewer, or file upload. See Current State Discovery.
3

Review and refine the capture

Confirm the steps, systems, and time/volume attributes — automation ROI leans on accurate time-spent and error signals.
4

Generate the automation assessment

Three ways — pick based on how packaged vs. custom you want it:
  • From a template (packaged): from the process node, click Generate Documents (or, from the Artifact Operations page, + Operation in the top right), then select the Automation Assessment template and your capture, and generate.
  • With Advisor: run a single-process assessment, or broadly rank automation potential across a value stream in one pass.
  • With the Klarity MCP (your own platform): connect the MCP to your client (Claude, etc.), query your workspace as a company brain, and build your own ranking or assessment.
The Export Process dialog with the Template dropdown open, selecting an output template.
Template vs. Advisor vs. MCP: the template is the fastest packaged output; Advisor is best for a single or broad assessment on demand; the Klarity MCP lets you query the company brain from your own platform and build exactly the ranking you need.
5

Read the assessment

Each opportunity comes with a recommendation, an ROI estimate, and an implementation-difficulty rating.
6

Prioritize

Rank ROI against implementation difficulty to build your automation backlog — quick wins first.
7

Scope the top opportunities

For each one you pursue, have Advisor outline what an automation would need to handle — including the edge cases and exceptions.
8

Design the future state

Use Advisor and the Template Designer to produce future-state designs, BRDs, and change materials for the opportunities you build. When one graduates into a project, pair it with SDLC & PMO.

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Advisor prompts

Rank automation potential
Scope an automation
ROI and difficulty

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Tips

  • Assess across several related processes to spot patterns worth automating once and reusing.
  • Pair with a BRD (see SDLC & PMO) when an opportunity graduates into a build.

Running an Advisor analysis

Surface insights and opportunities across your processes.

Using and editing templates

The Templates Editor and how output templates work.