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Automation Readiness Score

Score eight foundations that determine whether a workflow is ready to automate, needs preparation or should remain human-led for now.

1. The process has a documented start, steps and expected result.
2. The required information is available in a consistent format.
3. One person owns the process and its exceptions.
4. Most decisions follow clear rules or approved criteria.
5. The necessary applications provide suitable access or integrations.
6. The process happens often enough to justify automation.
7. Success can be measured using time, quality, revenue or response metrics.
8. The team knows where human review and approval must remain.

A high score does not remove implementation risk.

Security, permissions, monitoring, error handling and controlled launch still need to be designed for the actual systems involved.

Explore implementation playbooks →