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AI Agent Readiness Checklist

A practical checklist for deciding whether a workflow is ready for an AI agent or still needs cleanup before automation.

Use this to

Know whether the workflow is defined enough to automate safely.

Checklist

Use this to pressure-test the workflow.

01

Workflow clarity

  • The task happens often enough to justify automation.
  • Inputs and outputs are easy to identify.
  • The team can describe what a good result looks like.
  • Exceptions are known and can be routed to a person.
02

Tool and data access

  • The agent can access the systems where the work starts.
  • Required records live in predictable places.
  • The workflow can use scoped permissions instead of broad access.
  • Write actions can be reviewed before launch.
03

Control and ownership

  • A person owns the outcome of the workflow.
  • Sensitive replies or updates have approval rules.
  • The team can review logs and correct bad runs.
  • Success can be measured after a small launch.
Common problems

Where this work usually breaks down.

  • The business wants AI automation but the workflow is not clearly defined.
  • Tool access, ownership, and review rules are unknown before implementation starts.
  • Teams confuse an interesting AI idea with a workflow that is ready for an agent.
Implementation

How to turn the planning tool into a build decision.

  • Use the checklist to confirm trigger, inputs, outputs, exceptions, owner, and success metric.
  • Identify which systems the agent must read, draft into, update, or notify.
  • Decide what must stay in human review before any build receives production access.
Example workflows

Concrete ways this can show up in daily operations.

01

Lead intake readiness

The checklist confirms whether lead source, qualification rules, CRM fields, and response boundaries are defined.

02

Admin workflow readiness

The checklist exposes missing ownership, unclear document locations, or risky write actions before build work starts.

03

Support readiness

The checklist separates common questions with approved answers from sensitive cases that need staff escalation.

FAQ

Questions to settle before implementation.

01

What score means a workflow is ready?

There is no magic score. The workflow is ready when inputs, outputs, owners, tools, review rules, and success metrics are clear.

02

What if a workflow fails the checklist?

Clean up the process first: define ownership, centralize source information, and narrow the first agent action.

03

Should every workflow become an agent?

No. Some workflows are too rare, too ambiguous, or too risky to automate until the process matures.

Next step

Bring one workflow.
Leave with a sharper agent scope.

Send workflow context