Checklist

AI Automation Readiness Checklist

A readiness checklist for choosing AI automation opportunities, preparing business information, setting approval rules, and connecting AI support to existing work.

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Start with business processes, not hype

The best AI automation opportunities are usually repetitive, measurable, and close to a real operational cost. Customer support questions, document review, reporting, internal knowledge lookup, and lead qualification are useful starting points.

Information and governance questions

Before building, teams should confirm approved information sources, privacy constraints, escalation rules, human approval requirements, connected business tools, success measures, and ownership after launch.

Readiness for adoption

A good AI project has a clear fallback path, review examples, conversation history, review loops, and a practical way to improve answers over time. Automation should make the business more controlled, not less accountable.

AI Automation Governance Data Human Approval