Getting started

The fastest way to start with Nearform is to pick one workflow that wastes time every week.

Do not start with your whole company. Start with one repeated process.

Step 1: Choose a workflow

Good first workflows are:

• Repeated daily or weekly.

• Easy to record or screen share.

• Performed by a founder, operator, admin, technician, manager, or expert.

• Painful enough that saving time matters.

• Safe enough to study without exposing sensitive information.

• Likely to contain at least one repetitive software step.

Examples:

• Checking invoice status.

• Preparing a customer update.

• Updating CRM records.

• Reviewing intake forms.

• Creating a service report.

• Comparing documents.

• Preparing a weekly operations summary.

• Pulling information from a portal.

Step 2: Record the work

Record a screen walkthrough or video of the workflow.

The best recordings use a simple "think aloud" approach:

• Say what you are trying to do.

• Explain each step as you do it.

• Mention what you check before moving forward.

• Call out what slows you down.

• Say what could go wrong.

Step 3: Send the recording

Nearform uses the recording to create:

• A workflow summary.

• A task map.

• A decision map.

• A bottleneck list.

• A human approval map.

• An automation opportunity report.

Step 4: Review the map

The expert reviews the task map before automation begins.

This is important. Nearform does not treat AI output as final truth. The expert validates what matters, what is missing, and where risk exists.

Step 5: Build the first automation

If the workflow is a good fit, Nearform builds one supervised prototype around the safest high-value step.

The first prototype usually prepares work rather than submitting it. It may draft, gather, compare, extract, prefill, or navigate, then pause for human approval.

Start here

If you are unsure what to send, send one workflow that makes someone say: "I cannot believe I still have to do this manually."