Is your business ready to automate?
Most businesses waste money on AI because they skip the fundamentals. This 10-point checklist helps you figure out what's worth automating, before you spend a dime.
- 10 diagnostic questions with expert commentary
- Green and red flags for each: know exactly where you stand
- Real examples from businesses that got it right (and wrong)
- A scoring framework that tells you whether to start now or prep first
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What's inside
3 of the 10 diagnostic questions, with expert commentary.
Can you identify work that's manual, repetitive, and rule-based?
The best automation projects start with "my team spends X hours a week on this", not "we should use AI." If you can point to a specific workflow bottleneck, that's your starting point. If you can't, AI is a solution looking for a problem.
Can you put a dollar figure on the problem?
This is the ROI question. "It's slow" isn't a business case. If three people spend 10 hours/week on manual data entry at $40/hour, that's $62K/year, and a $20K automation project pays for itself in four months.
Is your data structured enough for AI to work with?
AI doesn't need perfect data, but it needs consistent data. Even messy sources (emails, PDFs, chat logs) can be gold with the right extraction pipeline. But if the same field has five different formats across your systems, that's step zero, not step two.
+ 7 more questions with green/red flags and a scoring framework
Built by the team that deploys AI systems in production
This checklist distills what we've learned across dozens of deployments into 10 questions that separate real automation opportunities from expensive experiments.