Free resource
AI Automation Readiness Checklist
Before you pay for a build, check whether the workflow is ready. This two-page checklist covers what we look at first in every automation project.
What's inside
- 24 yes-or-no checks across six areas: goal and ownership, the workflow, data and systems, risk and human review, where AI fits, and cost and upkeep.
- A simple scoring guide that tells you whether to build now, close a few gaps first or start with discovery.
- Plain language, two printable pages, about 20 minutes with the person who does the work.
Want the long version? Read how to run an AI automation audit.
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Scored low? That's useful too.
It tells you what to fix before spending on a build. Estimate the payoff with the ROI calculator, or talk it through with us.