AI Workflow Readiness Checklist
Is your workflow clear enough to discuss?
A workflow is ready for a first conversation about a managed AI agent when you can say what starts it, what information it uses, what a good result looks like and who approves the output.
Use this checklist to look at one workflow and see what is already clear and what needs preparing. It does not decide whether an agent is suitable. That is a conversation, and the checklist gives you something to bring to it.
No registration required. Complete the checklist, review your answers and print or save a copy for your own use.
What does the checklist cover?
Repeatability: Whether the workflow runs in much the same way each time.
Inputs and source information: What the work starts from and how complete and reliable it is.
The output you want: What should come out of the workflow, and what a good result looks like.
Access and permissions: Which systems the work touches and what access it would need.
Approvals and exceptions: Which steps need a person's approval, and what usually goes wrong.
Workload and success measures: How often the workflow runs, how much there is and how you would judge the result.
Who is it for?
This checklist is for business owners, operations managers and team leaders who are considering an AI agent for recurring work.
It suits a workflow your team already does regularly, such as sorting enquiries, preparing a draft from an approved brief or checking incoming documents. The workflow does not need to be written down. The checklist shows you what is still missing.
How to use the checklist
- Choose one workflow. A single, focused workflow is easier to describe.
- Answer each statement with Yes, Not yet or Unsure.
- Describe the workflow in your own words, in general terms.
- Review your answers, then print or save them.
You can leave any question unanswered. The checklist does not produce a score or a verdict.
Complete your AI workflow readiness check
Your answers are not saved or sent. They stay on this page and are gone when you refresh or close it.
Do not enter passwords, access keys, customer records or other confidential information. Describe information in general terms.
Your answers are not saved or sent. Nothing you type leaves this page.
0 of 12 statements answered
1. Name the workflow
Choose one workflow to describe.
For example, sorting website enquiries or checking supplier invoices.
0 of 200 characters
0 of 1,000 characters
A role is enough, for example operations manager.
0 of 200 characters
2. Check how well it is defined
Select one response per row.
3. Describe the workflow
Describe the workflow in general terms.
0 of 200 characters
Describe the kinds of information, not the information itself.
0 of 1,000 characters
0 of 1,000 characters
For example, a shared inbox, a CRM or a shared drive. Do not enter passwords or access keys.
0 of 500 characters
0 of 1,000 characters
0 of 1,000 characters
For example, about 40 enquiries a week.
0 of 200 characters
For example, time saved, fewer corrections or faster replies.
0 of 1,000 characters
4. Plan your next step
Record what you will prepare and how you would like to continue.
List up to three things to prepare before a scoping conversation.
0 of 2,000 characters
Print or save your answers before leaving this page if you want to bring them to the discussion.
Do not enter passwords, access keys, customer records or other confidential information. This checklist supports a scoping discussion. It does not assess suitability and it is not a guarantee.
Frequently asked questions
What is an AI workflow readiness checklist?
It is a short set of statements and questions about one workflow. It helps you see whether the work is defined well enough to discuss as a managed AI agent: what starts it, what it uses, what it should produce and who approves it.
Do we need documented procedures before we start?
No. Answer what you know and leave the rest. A statement you mark Not yet or Unsure shows you what to clarify before a scoping conversation.
Does a completed checklist mean an agent is suitable?
No. The checklist gives no score and no verdict. Suitability depends on the workflow, the information and the systems involved, and we discuss it with you during scoping.
Can we use it for more than one workflow?
Yes, one workflow at a time. Clear the form or reload the page, then start again for the next workflow. Starting with one workflow keeps the description focused.
Are our answers saved or sent?
No. Your answers stay in your browser on this page. They are not sent to HiredVietnam and are not kept after you refresh or close the page.
Can we keep a copy of our answers?
Yes. Use Print / Save as PDF to open your browser's print dialog, or download your answers as a Markdown file. Both are a record of your answers, not an interactive form.
What should we avoid typing into the form?
Do not enter passwords, access keys, customer records or other confidential information. Describe the kinds of information the workflow uses, not the information itself.
Does completing the checklist send an enquiry?
No. Use the contact link separately if you want to discuss the workflow with us.
Related resources
Turn your answers into a starting conversation
Bring your completed checklist to a conversation about the workflow, the information it uses and the points where your team approves the work.
