Find out if your workflow is ready to automate.

Does this process happen at least several times a week in a similar way?

Can you describe the happy path in clear steps without relying on one person’s memory?

Do you know which exceptions should stay human (approvals, edge cases, sensitive judgement)?

Do the tools involved already hold the data you need—or is information trapped in chat and inboxes?

Is there a reliable trigger (form submit, status change, email, schedule) that can start the workflow?

Is there a named owner who will maintain the process after automation goes live?

Would a wrong or delayed step create meaningful cost, lost leads or team frustration?

Can you grant API or account access to the systems that need to connect?

Do you know what “success” looks like (time saved, faster response, fewer missed follow-ups)?

Is the underlying process stable enough that you are not redesigning it every week?