Free implementation template
AI Automation Readiness Checklist
Score whether a workflow is ready for automation based on repeatability, data quality, permissions, exception rate, and consequence level.
Section 1
Repeatability
Is the workflow defined?
Are decisions rule-like?
Is ownership clear?
Section 2
Context
Are source systems known?
Is data current?
Are permissions clear?
Section 3
Risk
Consequence of error
Required approvals
Reversibility
Audit needs
Section 4
Recommendation
Automate
Assist
Keep manual
Redesign first
Go deeper