Readiness Guide
Is Your Business Ready for Automation?
A practical checklist to decide if the workflow slowing your team down is ready for automation right now.
6 min read
Start with one painful, repetitive workflow
The best first automation targets a task your team repeats every week and already understands well.
Avoid broad transformation projects at the beginning. Pick one process with clear handoffs and visible delays.
- Someone performs the same steps frequently
- There is a known owner for the process
- You can describe the current steps clearly
- Delays, errors, or missed follow-ups are measurable
Check data and system access early
Automation quality depends on source data and tool access. If data is fragmented or permissions are blocked, delivery slows down.
Before applying, list the systems involved and who can approve access.
- Core systems identified (email, CRM, spreadsheets, WhatsApp, ERP)
- Access owner available
- Basic data fields are consistent
Define success in business terms
Set one outcome that matters to operations or revenue. This keeps the build focused and easy to evaluate.
Examples include response-time reduction, quote turnaround speed, and fewer dropped leads.
- Target metric selected
- Current baseline known
- Expected timeline for value discussed