PDD today. SDD, test cases and KT from the same engine.

Ship the PDD before your follow-up call.

Upload a 1–2 hour discovery recording. Get a complete, client-ready PDD with timestamp traceability, typed evidence, and the exact list of what's still missing.

UiPath-standard PDD formatTimestamp traceabilityTyped evidence: observed · narrated · inferredOpen questions ranked by blocking riskBring everything: recordings, audio, transcripts, screenshots
SPECIALIST'S NOTESHIPS WITH THE CASE
OPEN_QUESTIONS.XLSX47 FOUND · RANKED BY BLOCKING RISK
Process Design Document: AP Invoice Processinggenerated from discovery_0804.mp4 · 01:47:12
3.3Open vendor invoice from the MailDesk AP mailboxOBSERVED · 00:12:58p. 113.4Enter invoice header in Ledgerly ERPOBSERVED · 00:14:32p. 123.5Skip validation when the vendor is flagged in SupplierHubNARRATED · 00:15:07p. 12
HOW IT WORKS

Three steps. One deadline.

01
Build your case

Recordings, audio, transcripts, screenshots. One process per case. No template, no prep.

02
Engine plus human review

The engine extracts every step, types the evidence and stamps the source timestamp. A documenter reviews before anything ships.

03
Delivered in 48 hours

A complete PDD (.docx + .pdf) plus the open questions file, in your inbox. One revision round included.

SAMPLE DOCUMENT

Read the actual output before you pay.

A real 31-page PDD generated from one recording: AP Invoice Processing at Northwind Trading Co. Every page, including the parts we couldn't verify.

View the sample PDD
CONFIDENTIAL · CLIENT COPY
Process Design Document
AP Invoice Processing
Northwind Trading Co.
SOURCE discovery_0804.mp4DURATION 01:47:12SYSTEMS Ledgerly ERP · SupplierHub · MailDeskFORMAT UiPath-standard
3. Step-by-step description
3.3 Open vendor invoiceOBSERVED
3.4 Enter invoice headerOBSERVED
3.5 Skip flagged-vendor validationNARRATED
3.6 Approval threshold ~$10,000INFERRED
3.7 Post to Ledgerly ERPOBSERVED
5. Open questions47
OQ-012 · BLOCKS AUTOMATION
Behavior when the flagged-vendor queue exceeds SLA?
OQ-019 · BLOCKS ESTIMATION
Monthly invoice volume per entity?
OQ-031 · NICE TO CONFIRM
Is the cost-center copy rule documented anywhere?
WHY IT HOLDS UP

Every claim in the document tells you how it knows.

Three conventions run through every page. They're why the document survives contact with your client.

Timestamp traceability

Every step links to the second in the recording where it happened. Dispute a step, check the source.

3.4 Enter invoice header in Ledgerly ERP00:14:32
Typed evidence

Seen on screen, said out loud, or deduced. Inferred claims are set in italics. They never masquerade as facts.

OBSERVEDoperator keys invoice header in Ledgerly ERP
NARRATED"we skip validation when the vendor is flagged"
INFERREDapproval threshold ~$10,000, unconfirmed
Open questions as a deliverable

A typical call leaves 40–130 questions unanswered. They arrive as a ranked file, not as silent guesses.

OQ-012 · BLOCKS AUTOMATION · §4
What happens when the flagged-vendor queue exceeds SLA?
BEYOND THE PDD

One case. The whole automation lifecycle.

Process the discovery once. Ship a document for every phase.

ASSESS
DISCOVERY
DESIGN
BUILD
DELIVER
OPERATE
ASSESSON REQUEST
Process Understanding

A short narrative, map and assumptions: what your client confirms before you commit to the full PDD.

ASSESSON REQUEST
Process Assessment

Feasibility, effort and ROI dimensions per candidate, including platform cost comparison. Hard numbers only when your client provides them.

DISCOVERYAVAILABLE NOW
Process Design Document

Timestamped steps, typed evidence and the open questions file. The document this page is about.

DESIGNON REQUEST
Solution Design Document

Technical design on the same evidence base: every design decision traceable to the call, with the specialist's reasoning in the document.

BUILDON REQUEST
Test cases

Cases derived from documented steps and exceptions, including the paths the client never showed.

DELIVERON REQUEST
As-Built SDD

Record the robot running. Get the as-implemented document, and the specified-vs-delivered comparison with evidence.

DELIVERON REQUEST
Executive summary deck

The case in slides (.pptx): scope, evidence coverage and the open questions that matter, ready for the steering meeting.

OPERATEON REQUEST
Knowledge transfer

Handover material for the team that inherits the bot, generated from the same case.

Need a hybrid or something specific? Describe it in your order: custom documents count as two. One case, one process, always.
SPECIALIST'S NOTE

When something needs saying, we say it, outside the document.

Your PDD stays pure: documented facts, typed evidence, nothing else. But when the process itself raises a flag, a separate Specialist's Note ships with the case, and stays in its history.

DiscoverAI is built with care by an RPA specialist with many years in the field. Every document, and every note, carries that judgment.

SPECIALIST'S NOTETWO EXAMPLES FROM REAL CASES
EXAMPLE · AP INVOICE PROCESSING

The approval logic in this process lives in a spreadsheet with 40+ chained formulas. Before automating keystrokes over it, consider replacing the formula layer with a macro or a small script: the robot gets simpler and the failure modes drop.

EXAMPLE · FROM ANOTHER CASE

Our honest read: this process is a data-entry bridge between two systems that already have APIs. An integration, not a robot, is the right answer. We'll document either way, but you should know.

Ships only when there's something to say. No note is a clean bill.
PRICING

Priced by hours. No free tier.

The first case is the trial. Hours count the video and audio you bring; documents are unlimited within your hours, with full human review on every one.

See full pricing
Single
One case, up to 2 hours of material
$39 / case
Analyst
20 hours of material
$79 / month
Scale
400 hours · batch upload
$790 / month
Your template, your brand, no setup fee on Consultancy and up.
FAQ

The questions we always get.

What happens to the recording?

Your recording is processed on paid, enterprise-grade AI infrastructure, never on free tiers, and is deleted on request after delivery. A data processing agreement is available before you order.

How fast is delivery?

48 hours from the moment your case is complete. The second round, after your client answers the open questions, ships within 24 hours.

What format is the document?

A .docx and a .pdf following the UiPath-standard PDD structure, plus the open questions file as a separate spreadsheet. Automation Anywhere and Power Automate templates on request.

What if the discovery call was bad?

The document gets shorter and the open questions list gets longer. We deliver what the recording supports and flag the rest. We don't pad.

Which languages do you handle?

Calls in English, Spanish and Portuguese. Output defaults to English; other output languages on request.