One platform, from first conversation to funded decision.
One 45-minute AI-led interview replaces weeks of fragmented workshops and produces a deterministically scored, ROI-modeled opportunity - auditable down to the rule that fired. IntakeOS runs that discovery across every team, on every candidate - machine learning, generative AI, and automation alike - and rolls the results into one orchestrated portfolio your leadership can actually fund.
Why IntakeOS
Work smarter - not harder
Let a team of AI agents do the heavy lifting: discovering opportunities, validating complexity, and delivering insights your organization can act on - without the weeks of manual effort.
VARA's agents work across every department simultaneously - capturing process knowledge, spotting patterns, and surfacing automation opportunities that no single team would find alone.
Traditional discovery cycles take weeks of workshops, interviews, and manual analysis. IntakeOS compresses that into a single guided conversation - from first question to validated opportunity in the same day.
VARA cross-references volume, handle time, exception rates, and your existing tech stack to surface ROI-weighted opportunities and systemic patterns that manual reviews routinely overlook.
IntakeOS discovery runs about 3× faster than traditional discovery workshops.
A single 45-minute AI-led intake replaces the multi-week cycle of workshops, spreadsheets, and follow-up email.
A validated IntakeOS opportunity carries $241K in average annual ROI.
Calculated during the intake from the organization's own volumes, handle times, exception rates, and labor rates - not a generic benchmark.
Every IntakeOS recommendation is auditable.
8-dimensional deterministic scoring logs each rule that fired and the field values that triggered it, so any ranking can be reconstructed later.
Internal IntakeOS benchmarks drawn from anonymized automation-intake records, not independently audited industry figures. See scope, method, and limitations.
Our core principle
"Own your intake. Let our team of agents identify and validate your Agentic AI opportunities - then export the processes to your internal tools."
Your process knowledge never leaves your control. IntakeOS captures it, structures it, scores it, and delivers it - in whatever format, to whatever platform your organization runs on.
Plus Jira, Confluence, Salesforce, Azure DevOps, AWS Bedrock, Appian, Blue Prism, and any REST API
Features don't fund programs.
Outcomes do.
IntakeOS starts every conversation with the result you need - dollars saved, hours returned, pipeline value proven - and works backwards to the automation that delivers it. The outcome is the unit of work, not the screen, the story, or the bot.
A validated opportunity carries $241K in average annual ROI. The model behind it - inputs, assumptions, and formulas - is documented by the ROI Engine during the intake itself.
A qualified opportunity returns roughly 3,800 hours a year to the team that runs it. The figure is volume × handle time × exception overhead, so operators recognize the number.
A typical organization's ranked backlog holds about 23 validated opportunities. Leadership sees the total value at stake rather than a one-off business case.
An intake conversation reaches an agent-ready export in under a day. That collapses the discovery-to-delivery gap where most automation value quietly dies.
Typical values from anonymized IntakeOS intake records; actual results depend on the process, its volumes, and the rates an organization supplies.
Outcome-first is a discipline, not a slogan
Every intake VARA runs is anchored to a target outcome before any pattern is discussed. The 8-dimensional deterministic scoring then proves - or disproves - that the outcome is achievable, with the exact rules and numbers that led there. If the value isn't real, IntakeOS says so before you spend a dollar.
From conversation to execution
VARA runs the discovery. IntakeOS orchestrates the qualification, scoring, documentation, and export that follow - end to end, across machine learning, generative AI, and automation patterns alike, with no manual handoffs.
VARA Conducts Intake
VARA interviews your process owners through a natural AI conversation - probing volumes, exceptions, systems, and pain points. No forms. No workshops.
Identify & Validate
8-dimensional deterministic scoring evaluates each process and confirms whether it's a genuine Agentic AI opportunity - with full auditability.
Generate & Route to Teams
PDD, SDD L1/L2/L3, and ROI reports are generated and automatically routed to your BA, architect, and project team for validation - via Teams, email, or Slack. VARA can run the intake interview itself in those same channels, not just deliver the resulting report.
Export to Your Tools
Once validated, agents push everything to Microsoft, UiPath, OpenAI, Jira, Confluence, and more. Your backlog, your format, your workflow - automatically.
Built for the people who build.
Whether you lead an internal COE or manage an automation consulting practice, IntakeOS scales your discovery bandwidth without scaling your headcount.
For Internal Teams
- Deploy VARA to any department - Finance, HR, Ops, Supply Chain - without specialist BA headcount.
- Identify and validate Agentic AI opportunities across the org before a single dollar of budget is committed.
- Defend your automation investment with CFO-ready ROI calculations backed by real intake data.
- Generated documents are automatically routed to your teams for validation and pushed to your tech stack on approval.
- Export the validated backlog directly to Power Automate, UiPath Orchestrator, or Azure DevOps - automatically.
For Consultants
- Run 10x more discovery engagements with the same team - VARA does the interview and validation work.
- Present a complete PDD, SDD L1/L2/L3, and ROI report to the client by day three - not week three.
- Agents automatically route documents to client stakeholders for review, chase approvals, and confirm sign-off.
- Once approved, push directly into the client's Microsoft, UiPath, or ServiceNow environment - no translation layer.
- White-label VARA and IntakeOS under your brand for a consistent, premium client delivery experience.
See the platform run on your own process.
Spin up the demo workspace and watch a real intake move from conversation to a scored, documented, export-ready opportunity.
Back to the overviewHave a question? Talk to our sales team before you decide.
Contact Our SalesPlatform questions, answered directly.
Short answers to what buyers ask before their first intake.
What is the IntakeOS platform?
The IntakeOS platform is an enterprise intake system for AI and automation opportunities. VARA, its AI business analyst, interviews the people who run each process; 8-dimensional deterministic scoring qualifies the opportunity and selects an automation pattern; and the platform generates the process maps, ROI model, and documents needed to fund and deliver the work.
How long does one intake take on the platform?
About 45 minutes of the business user's time, completed on their own schedule. That single conversation replaces the 8-14 days of workshops, spreadsheets, and follow-up email typical of manual discovery, and it produces a scored, documented opportunity rather than meeting notes.
Does AI decide which processes get automated?
No. The recommendation is produced by 8-dimensional deterministic scoring - explicit rules evaluated against structured intake data - so identical inputs always produce identical results, and every rule that fired is logged with the field values behind it. AI conducts the interview and explains the result; it can never override the score.
What does the platform produce at the end of an intake?
A qualified opportunity package: the recommended automation pattern with ranked alternatives, current- and future-state process maps, an ROI and payback model built from your own volumes and labor rates, PDD and SDD documents, and a place in a continuously ranked portfolio leadership can fund.
Which tools can IntakeOS export qualified work to?
Validated work exports to the delivery tools an enterprise already runs - Microsoft (SharePoint, Copilot Studio, Power Automate), UiPath, Jira, Confluence, Azure DevOps, ServiceNow, and any REST API. Structured XML, Markdown, and report exports are available today; destination-specific agent bundles are rolling out through the Agent Bridge early-access program.
What happens when a process shouldn't be automated at all?
IntakeOS says so before money is spent. Problem-First qualification asks whether the root cause is a broken system rather than a manual workload, and candidates that fail that gate are tagged as system fixes and routed away from the automation pipeline instead of being scored as opportunities.