What is the automation readiness checklist?

A short diagnostic for deciding whether a specific process is worth automating before you spend anything on it, covering volume, rule stability, data quality, exception rate and whether the current baseline is measured.

How is it different from the readiness assessment?

The assessment scores your organization. The checklist evaluates one process. Use the assessment to find your constraint and the checklist to test each candidate process against it.

Do I get it immediately?

Yes, the PDF downloads as soon as you submit the form. No call, no waiting for email.

What if a process fails the checklist?

That is the point — finding out before you buy is the cheapest possible outcome. Usually one or two items are fixable, most often the missing baseline measurement, which is worth doing regardless of whether you automate.

Interactive Assessment

Automation Readiness Checklist

Is your business ready for AI automation? Complete this assessment to identify your readiness level and the best opportunities for automation.

Want a scored version? Take the interactive AI readiness assessment, then lock in the basics with the one-page AI policy template and the governance framework.

Progress: 0 of 20 questions answeredCurrent Score: 0%

1Process ReadinessDo you have automatable processes?

2Technical FoundationIs your tech stack ready?

3Team & CultureIs your team ready for change?

4Business ImpactWill automation drive meaningful results?

5Resource AvailabilityDo you have the resources to invest?

FAQ

Common questions

What is the automation readiness checklist?: A short diagnostic for deciding whether a specific process is worth automating before you spend anything on it, covering volume, rule stability, data quality, exception rate and whether the current baseline is measured.
How is it different from the readiness assessment?: The assessment scores your organization. The checklist evaluates one process. Use the assessment to find your constraint and the checklist to test each candidate process against it.
Do I get it immediately?: Yes, the PDF downloads as soon as you submit the form. No call, no waiting for email.
What if a process fails the checklist?: That is the point — finding out before you buy is the cheapest possible outcome. Usually one or two items are fixable, most often the missing baseline measurement, which is worth doing regardless of whether you automate.