Is your business ready for AI automation?

Twelve short questions across your processes, data, team and risk controls. You get a score, the three areas to work on first, and links to the pages that help.

What the checklist asks

Your processes

How many repetitive tasks does your team do by hand each week? Are those tasks written down or clearly repeatable? Do delays in these tasks cost you leads, customers or revenue?

Your data and tools

Where does your business information mostly live? Do your main tools connect to other software (integrations or an API)? How consistent is your customer and lead data?

Your team

Who would own an automation project inside your business? How ready is your team to change how they work? Do you already have a clear first process in mind?

Risk and control

Do you have clear rules on what can and cannot be automated (privacy, compliance)? Would a person approve anything involving money or legal commitments? Have you measured how the process performs today?

What your score means

Early stage

You are at the start. That is a good place to be: a short planning conversation will save you from automating the wrong thing. Focus on the areas below before you buy or build anything.

Ready to pilot

You have enough in place to try one small, well-chosen automation. Fix the weakest areas below in parallel and keep the pilot narrow.

Ready to scale

Your foundations are strong. You can plan several automations across teams, starting with the highest-value process.