Checklist

Workflow readiness checklist

A readiness checklist to assess whether a workflow is prepared for agentic AI automation and production delivery.

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Production Signals
Reference only
67% Cycle Time Reduction (target)
94%
Accuracy Rate (target)
$ 1.2 M
Annual Savings (target)
4-6 wks Target to production
3 Approval gates
100% Audit traceability

Reference data shown for format only. Results vary by workflow, data access, and approvals.

Readiness signals

Readiness signals

  • Clear owner and approval boundary
  • Baseline KPIs available
  • Defined data sources and permissions
  • Known exception types
  • Measurable success criteria
Risk checks

Risk checks

  • Is there a human approval gate for high-impact actions?
  • Can you audit every tool call?
  • Do you have a rollback plan?
Next step

Next step

  • If you can answer 70% of the checklist, a PoV is usually viable.
  • We can help define the missing pieces in an Opportunity Sprint.

Ready to scope a workflow?

Book a 30-minute discovery call. We’ll map your workflow, define KPIs, and outline the path to production.

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