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.
Score each dimension from 0 to 2
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.
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