Resources / Agent Readiness Checklist

Is this workflow actually ready for an agent?

Eight questions we ask ourselves before recommending an AI agent for a process — check off what's true today and see where you land.

Check what's true today

Score

0/8

Too early for an agent

This is common, and not a bad sign — it just means the process needs to settle first. A simpler automation or a manual checklist is often the better next step.

This is a self-assessment, not a formal audit — a low score isn't a rejection, and a high score isn't a guarantee. It's meant to make the honest conversation easier to have.

One good conversation

Bring the messy version. We’ll find the signal.

Tell us where work gets stuck. We’ll come back with a sharper view of what to automate, what to keep human, and what to leave alone.