Not every repetitive task should be automated. Check the conditions around
your workflow to see where automation may be practical, where human review
may still be necessary, and what should be fixed before implementation.
Consider the normal frequency rather than occasional busy periods.
Think about whether the same basic steps happen each time.
Consider whether the information entering the workflow arrives in a usable form.
Reliable automation needs a sensible path for failures and unusual cases.
Ask whether a person can quickly determine if the automated result is correct.
Automation becomes harder when the decision process exists only in someone's head.
Automation is easier when routine processing can be separated from judgment.
A controlled test path makes automation safer to introduce.
External-facing processes generally deserve stronger review and safeguards.
Someone should be responsible for monitoring and changing the process.
How often does this task happen?
How consistent is the task?
How structured is the input?
What happens when something goes wrong?
How easy is the result to verify?
Does the workflow have clear rules?
How much human judgment does the task require?
Can the task be tested without disrupting important work?
How much does the task affect customers or external users?
Is there a clear owner for the automated workflow?
Assessment complete
Things to verify before automating
AI Automation Readiness Check.
WORKFLOW DIAGNOSTIC
Workflow assessment
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Repeatability
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Input quality
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Control & fallback
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Human oversight
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WORKFLOW ASSESSMENT
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Automation conditions
Human review
Before implementation