Process discovery
Find out how the work really happens. From interviews and documents.
Turn documents and conversations into processes you can check. Review the findings, connect the problems and decide what to improve.
5 processes free. No credit card. Includes 1,000 AI credits for your first 30 days.
The problem
Discovery ends in a folder.
Interviews and workshops leave you with notes, whiteboard photos and a slide deck. Keep the findings connected to the processes they describe, so your team can use them when improvement work begins.
- 26%
- of U.S. employees strongly agree their opinions count at work.Gallup, May 2026
See how the work moves. Your own team, or a client’s.
Choose the work to understand. Gather documents and hear from the people doing it. Review the proposed steps and problems. Publish the findings you accept, then decide what to improve.
Assessments
Scope the assessment
Choose the work to understand and the people who know it. Add the documents that ground the assessment.
Who acts: Your team decides
Interviews and meetingsMeridi AI
Gather what people know
Use interviews, recorded meetings or existing transcripts. Ask Meridi AI for an interview guide when you need one.
Who acts: Your team decides
Interviews and meetingsProcessesPain points
Review the findings
Check the proposed steps and pain points, the problems that slow the work down. Keep the findings your team accepts.
Who acts: Your team decides
Pain pointsProcesses
Publish and verify
Publish the processes you accept with their problems linked. Assign an owner, then have someone with edit access check and verify each process.
Who acts: Your team decides
Assessments
Scope it to the project
Scope the assessment to the client’s project, so everything it finds lands in that workspace.
Who acts: Your team decides
Interviews and meetings
Hear from the client’s people
Gather interviews, meetings or transcripts from the people doing the work. Review what they reveal about the client’s processes.
Who acts: Your team decides
Initiatives
Publish the findings
Publish the findings you accept. Recommendations become proposed initiatives in the project, ready for your team to review.
Who acts: Your team decides
Project plansMeridi AI
Map the pain points into the plan
Ask Meridi AI to suggest which processes the pain points affect. Accept the mappings in the plan to guide the improvement work.
Who acts: Meridi AI helps
Meridi flags recorded changes. Ask Meridi AI for help; review and apply its proposals. Your team updates, approves and verifies the work.
The tools behind it
Explore the tools.
See what each tool contributes and which plan includes it.
Included in Meridi Discovery, $79 a month · Meridi Delivery, $149 a month, adds client projects and plans
Compare every feature- Discovery
Assessments and source review
Scope who to hear from, and ground it in documents.
Explore Assessments and interviews - Discovery
Interviews and meetings
Chat and voice interviews by link, interview guides, and recorded meetings.
Explore Assessments and interviews - Discovery
Pain points and interview guides
Problems kept as records, linked to the processes they affect.
Explore Pain points - Base
Processes and human verification
The processes you mapped, published and ready for their owners.
Explore Processes - Base
Meridi AI
Drafts interview guides and suggests where pain points belong.
Explore Meridi AI
What your team can do next.
For operations teams and consultants mapping how work really happens, across people who don’t all have time for a workshop.
More voices, less scheduling
People answer by chat or voice when it suits them, through a link, without an account.
Findings you can come back to
Every pain point is a record linked to the process it affects, available when the project begins.
Checked before anyone relies on it
Published processes arrive without an owner, so none counts as verified until someone owns it and checks it.
A running start
The processes you publish are the ones your team then keeps current, so discovery isn’t thrown away.