Readiness scorecard
Is this workflow ready for an agent?
Eight questions, about two minutes. You get a score, the area to fix first and an honest next step, including when the answer is not yet.
1. Can someone on the team describe the workflow step by step, including the exceptions?
2. Does the workflow run at least a few hundred times a month?
3. Does the information the workflow needs live in systems you can connect to (inbox, CRM, ticketing, database)?
4. Could you pull 50 real past examples, with the right outcome for each?
5. Is there one person who owns this workflow and would judge whether an agent does it well?
6. Would that person spend a few hours scoring agent output in the first month?
7. Is it clear which steps must stay with a person (refunds, pricing, anything customer-facing)?
8. Could your security team approve an agent running in your cloud or a reviewed sandbox?
Have a workflow that deserves an agent?
A 30-minute fit call, then a two-week Discovery for $2,500 that ends in a fixed quote. Send a brief instead and we reply within one business day.