Free Workflow Readiness Checklist

Is Your Workflow Ready for AI or Automation?

Before you automate a broken process, run it through these 7 questions.

What you’ll check

The free Workflow Readiness Checklist helps you check:

Who owns the work
What triggers the process
Whether the next step is clear
Where the information lives
How exceptions are handled
Where human judgment is still needed
What happens when the automation fails

Preview of the Workflow Readiness Checklist PDF

A one-page, print-and-use checklist. Yours free.

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Why these 7 questions

Automation makes a clear process faster and a messy one messier. If you can't answer one of these questions confidently, that's usually where the real work is, before any tool gets involved.

Automate the process, not the confusion.

Enter your details and I’ll send you the checklist. Then run one real workflow through all seven questions and see where it holds up.

Get the Checklist →