Use this eight-part framework to judge whether a workflow is ready for a bounded AI automation pilot, needs preparation first, or should remain primarily human.
0 = weak or unclear, 1 = partly ready, 2 = strong and clearly defined. Add the eight scores for a maximum of 16.
1. Workflow repetition and volume
0: rare or highly variable. 1: some repetition. 2: high-volume and repeatable.
2. Clear inputs and outputs
0: mostly ambiguous. 1: partly structured. 2: clear and structured.
3. Data accessibility and reliability
0: fragmented or unreliable. 1: usable with cleanup. 2: accessible and dependable.
4. Human ownership and exception handling
0: no clear owner. 1: informal owner. 2: defined owner and escalation path.
5. Measurable success
0: no baseline. 1: some measurable outcomes. 2: clear KPIs and baseline.
6. Bounded downside if something goes wrong
0: high-impact or hard to reverse. 1: moderate risk. 2: low-risk and reversible.
7. Permissions and data boundaries
0: unclear. 1: partly documented. 2: defined and enforceable.
8. Recurring business value
0: low frequency or low value. 1: moderate value. 2: high recurring value.
Interpret your score
0–5: Prepare first
Clarify ownership, data, inputs, outputs and measurable outcomes before building.
6–10: Pilot carefully
There is potential, but keep scope narrow and add explicit human review around weaker areas.
11–13: Strong candidate
The workflow has many characteristics of a good automation pilot. Focus on exceptions, permissions and measurable value.
14–16: Excellent candidate
Validate ROI, controls and human handoff, then test the workflow in a bounded pilot before scaling.
A high score does not mean fully autonomous AI is appropriate. It means the workflow has characteristics that usually make controlled automation easier to test and measure.
Describe the workflow, website, customer journey or system your team has outgrown. You do not need a technical specification — we will shape the right first phase with you.
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