Pilot process

Nearform pilots are designed to be small, concrete, and useful quickly.

The goal is not to automate the entire company in one engagement. The goal is to prove that one real workflow can be mapped, improved, and partially automated with human control.

Pilot phases

1. Intake

We identify the workflow, owner, tools, frequency, pain, risk, and desired outcome.

Outputs:

• Workflow candidate.

• Success criteria.

• Recording instructions.

• Data and privacy notes.

2. Capture

The client records the workflow or completes it during a guided session.

Outputs:

• Screen recording, video, audio, screenshots, notes, or documents.

• Expert commentary.

• Initial context about tools, exceptions, and handoffs.

3. Decomposition

Nearform converts the recording into a structured task model.

Outputs:

• Hierarchical task analysis.

• Step list.

• Decision points.

• Exceptions.

• Tools used.

• Risks and approval points.

4. Automation map

Each step is classified by what should happen next.

Classifications:

• Keep human.

• AI assist.

• API automate.

• UI automate.

• Human approval required.

• Future robotics candidate.

• Do not automate.

5. Prototype

Nearform builds or specifies one supervised automation for the safest high-ROI step.

Examples:

• Draft a report.

• Extract data from a portal.

• Fill a form draft.

• Prepare a CRM update.

• Summarize a workflow.

• Run a browser task and pause before submit.

6. Review

The client reviews the output and decides whether to continue.

Possible next steps:

• Expand to more workflows.

• Add managed agent support.

• Convert the workflow into training material.

• Build a stronger dashboard.

• Add evals and monitoring.

Pilot promise

By the end of the pilot, the client should know what can be automated safely, what should remain human, and what to build first.