The intake operating system for AI transformation.Discover, qualify, and prioritize every AI and automation opportunity across your enterprise.
Structured discovery across every team. Objective scoring on every opportunity. A continuously ranked portfolio your leadership can fund with complete confidence.
Walk me through invoice processing - roughly how many come through each week, and where does it slow down?
About 400 a week, ~12 minutes each. Exceptions happen maybe 15% of the time - vendor mismatches or PO line discrepancies.
Scored against all 8 rules - this qualifies as a strong Agentic AI candidate. Generating the PDD and SDD now, then routing them for validation.
The intake layer your AI transformation is built on.
AI transformation stalls when there is no systematic way to discover, qualify, and prioritize where AI should actually go. IntakeOS is the intake operating system that fixes that: structured discovery across every team, objective scoring on every opportunity, and a continuously ranked portfolio your leadership can fund with confidence.
Most enterprises have more AI opportunity than they can act on - but without an intake operating system, the best candidates stay buried and transformation programs stall. IntakeOS changes that: discover, qualify, and prioritize every opportunity with objective scoring, and give leadership a portfolio they can fund with complete confidence.
Discover
VARA conducts structured discovery interviews across your teams, surfacing AI and automation candidates your organization didn't know to look for - on any schedule, across any department.
Evaluate
A deterministic scoring engine evaluates every opportunity across 8 dimensions, with full auditability and zero black-box guessing, so your investment decisions have a foundation, not just a feeling.
Prioritize
IntakeOS assembles a continuously ranked portfolio with calculated ROI, risk scores, and qualified investment cases, so leadership always knows what to fund next and why.
Deploy
Decisions flow directly into the tools your team already uses - UiPath, Azure DevOps, Jira, Confluence - so delivery starts from a clear mandate, not a stack of documents.
From first discovery to funded deployment - portfolio intelligence managed end-to-end inside one platform.
From conversation to execution
Three moves take a vague business complaint to funded, agent-ready work - with no manual handoffs in between.
VARA Runs the Intake
A natural AI conversation with the people who own the process - probing volumes, exceptions, systems, and pain points. No forms. No workshops.
The Engine Qualifies It
A deterministic scoring engine evaluates 8 dimensions, calculates ROI live, and confirms whether this is a genuine Agentic AI opportunity - auditably.
Documents & Exports Ship
PDD, SDD L1-L3, and ROI reports are generated, routed to your teams for sign-off, then pushed to Microsoft, UiPath, Jira, and Confluence.
Your hyper-intelligent,
technology-agnostic
business analyst.
VARA is the lead agent in IntakeOS - a senior-level AI business analyst that works directly with your teams. It asks the right questions, identifies hidden complexity, reconciles conflicting answers, and validates whether a process is a genuine Agentic AI opportunity - before a single dollar is committed.
VARA is fully technology-agnostic. It evaluates your processes across RPA, IDP, Workflow/BPM, Agentic AI, Low-Code, and Integration patterns - and recommends solutions based on your needs and your existing tech stack, never vendor bias.
One bridge. Both directions.
Your company finally owns capable AI agents. Agent Bridge gives them work worth doing — agent-ready exports built for the agentic tools you already run, and VARA as a callable tool so agents check whether a process is even worth automating. Rolling out now through early access.
Qualified work, out
Every process that clears the deterministic engine exports as a complete, agent-ready spec pack — process definition, business rules, exception paths, acceptance tests — that your team hands to the tool it already uses. The intake is the deployment artifact.
Judgment, in
VARA becomes a tool your agents can call. Before an agent builds anything, it asks VARA whether the process is worth automating — and gets the deterministic score, ROI, and ranked alternatives back, with every fired rule on the record.
Discovery is a team sport. IntakeOS meets your people where they already work - in conversation.
Trusted by Global Leaders
What AI and automation investment leaders say about IntakeOS
From global banking and pharma to manufacturing, healthcare, insurance, telecommunications, and the public sector - CIOs, COOs, and automation CoE directors are using IntakeOS to make AI investment decisions they can actually defend.
See VARA in action
Watch VARA conduct a real intake - asking the right questions, scoring the opportunity live, and producing a validated ROI in minutes.
3 live scenarios - rotates automatically
Precision capabilities
For automation CoE directors and transformation leaders who need more than a list of ideas — every capability below turns vague complaints into a validated, documented, and exported pipeline of Agentic AI work your teams can fund and build with confidence.
Agentic AI Discovery
VARA adapts its questions based on your answers - probing deeper into exceptions, edge cases, and hidden complexity. No static forms. No missed requirements.
Opportunity Identification & Validation
Surface and validate Agentic AI opportunities across your entire org using 8-dimension deterministic scoring. Know exactly what to build and why, before committing budget.
Systems Assessment
Map every system involved in each process. Identify shadow IT, legacy risks, and integration points ready for modernization.
Tools Rationalization
See overlapping capabilities across your tech stack. Uncover redundant software spend and align your toolset before the next renewal cycle.
Live ROI Calculation
Every intake produces a fully auditable ROI calculation - factoring in volume, handle time, error rate, and implementation cost in real time.
Full Customizability
Configure scoring weights, ROI parameters, document templates, question flows, and automation patterns to match your organization's standards exactly.
Export to Any Platform
Push your validated backlog, documents, and process maps to Microsoft, UiPath, OpenAI, Anthropic, Jira, Confluence, ServiceNow, or any REST API - automatically.
Multi-Agent Orchestration
VARA coordinates with specialized sub-agents for document generation, team routing, ROI modeling, process mapping, and system integration - all running in parallel.
Go deeper
Six ways to explore IntakeOS
Each capability has a page of its own - the workflow, the numbers, the documents, the guardrails, the ecosystem, and the way in.
IntakeOS Research · 2024
Free report - no paywall
You're paying a tax
you've never seen on an invoice.
Manual process discovery is quietly costing enterprises seven figures a year - and every week of delay compounds the loss. Our research report, The Hidden Tax on Enterprise Operations, shows exactly where the money goes.
- The line item your CFO has never seen - and how big it really is
- Why 67% of process knowledge evaporates before it's ever documented
- The math on replacing $185/hr consultants with sub-$2/hr AI intake
"Organizations don't have an automation problem. They have a discovery problem. The bottleneck is never building the bot - it's reliably finding, qualifying, and sequencing the right opportunities at scale."
- IntakeOS Research, 2024
Key findingA 2,500-person enterprise spends $810K–$1.07M per year on manual process discovery labor - before a single automation is built.
Annual cost of manual process discovery per mid-enterprise
Process knowledge lost between interview and documentation
Average time from automation idea to live deployment
Cost of external consultant vs. sub-$2/hr AI-facilitated intake
Sources: McKinsey Global Institute, Gartner IT Talent Benchmark, Deloitte Automation Survey 2023, Everest Group, APQC, BLS Occupational Employment Data, SHRM 2023 benefits benchmarks.
Your best process consultants
already work for you.
For CIOs and transformation leaders who've spent months waiting on process mining tools to produce answers that are out of date by the time they arrive — our new research puts a number on the institutional knowledge sitting in your workforce right now. The case for structured human interview over log-based discovery is bigger than you think.
Annual cost of requirements failures due to poor human-to-system translation
Lower discovery cost with structured human interviews vs. process mining tools
More likely to sustain improvements when frontline workers co-discover the process
Own your intake.
Let our agents do the rest.
Deploy VARA today. Interview your first process in minutes. Have a validated, documented, and exported Agentic AI backlog - delivered to your teams and tools - by end of week.
Agents route documents to your teams for validation, then push everything to Microsoft, OpenAI, Anthropic, UiPath, Jira, Confluence, and more - automatically.
No credit card required. Full demo with real data in under 5 minutes.
Know someone who'd love IntakeOS?
Refer a colleague and earn up to $10,000 in credits when they become a customer.
Frequently Asked Questions
Quick answers about how IntakeOS discovers and qualifies agentic AI use cases.
What is IntakeOS?
IntakeOS is an AI-powered discovery platform that finds, qualifies, and prioritizes agentic AI and automation use cases across the enterprise. Its AI consultant, VARA, interviews business teams; a deterministic scoring engine qualifies each opportunity; and executive-ready reports with ROI calculations are generated automatically.
How does IntakeOS find agentic AI use cases?
VARA runs structured, chat-based discovery interviews with the people who own each process — on the web, in Slack, Teams, or email. Each interview captures volume, handle time, exception rates, and systems touched, then an 8-rule deterministic engine scores the candidate and recommends the best-fit automation pattern.
Is the scoring done by AI?
No — and that's deliberate. A deterministic rule engine selects the automation pattern and produces the score, so identical inputs always produce identical rankings and every fired rule is logged for audit. AI is used only to explain and enrich the results; it can never override the rules.
How long does a discovery interview take?
About 45 minutes per process, completed by the business user on their own schedule. That replaces the 8–14 days of workshops, spreadsheets, and follow-up emails typical of manual process discovery.
What do we get at the end of an intake?
A qualified assessment: recommended automation pattern, current- and future-state process maps, ROI and payback calculations, ranked alternatives, and exportable PDD/SDD documents — ready for handoff to delivery teams or AI agent platforms like UiPath, Copilot Studio, and Claude Projects.