Checklist
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AI Agent Readiness Checklist

The AI Agent Readiness Checklist helps you review one workflow before you buy, build or brief an AI agent.

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What the checklist covers

Workflow candidate

Pick the task you want the agent to help with.

Trigger

Mark what starts the workflow.

Input data

List what the agent needs to know.

Connected tools

Name the systems the agent can read or update.

Approval gate

Choose where a person reviews the result.

Owner

Name who checks the output and result.

How to use it

  1. Pick one workflow.
  2. Fill in the trigger, data, tools and allowed actions.
  3. Mark the step where a person should approve the result.
  4. Name the owner.
  5. Choose one measure that tells you whether the agent helped.

Need examples first? See AI agents for business workflows.

Request the AI Agent Readiness Checklist