AI Automation Readiness Checklist
A practical readiness checklist before introducing AI agents and workflow automation. A practical starting point for owners, teams and digital delivery leads.
A successful digital initiative begins with clarity. This guide organises common priorities into manageable steps so you can test assumptions and work confidently with technology partners.
01. Start with a process, not a model
Choose a repeatable and well-understood workflow. Measure its current time, error rate, volume and exceptions.
02. Review data and permissions
Document where information lives, who may access it, data retention and handling of sensitive content.
03. Design human checkpoints
Identify decisions requiring review, intervention or an audit trail. Set clear escalation rules.
04. Measure outcomes
Track time saved, user satisfaction, mistakes, recovery effort and operational cost.
05. Pilot carefully
Start small, measure actual performance, improve prompts and integrations, and expand only when controls work.
What to do next
Turn your findings into a one-page brief, identify unresolved questions and agree which decisions need specialist input. Use the project brief builder or sprint planner to make the next step more concrete.
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