Free checklist
The AI-ReadyChecklist
Use this before buying another AI tool. If a workflow fails these questions, automate later. Fix the process first.
1. Pick one workflow
- What recurring task drains the most owner/team time every week?
- How many hours per week does it consume?
- What happens if this workflow is done badly?
2. Check if it is automation-ready
- Is the input predictable enough for a person to explain in one paragraph?
- Is there a clear definition of “done”?
- Can a junior person follow the process today without asking you five questions?
- Are the edge cases known, or are they discovered by surprise every week?
3. Check the business case
- Does fixing it save time, increase revenue, reduce mistakes, or improve response speed?
- What is one measurable number that should improve in 30 days?
- What review gate prevents AI from creating expensive mistakes?
4. Choose the next move
- If the process is messy, what must be standardized before AI touches it?
- If the process is clear, what is the smallest AI assist worth testing this month?
Scoring
0–4 yes answers: fix the process manually first.
5–8 yes answers: test one narrow AI assist with human review.
9–12 yes answers: this is a strong candidate for an AI workflow.
Pressure-test this with Jon