Automation Readiness Diagnostic
Answer 8 quick questions to assess whether your workflow is ready for automation.
Step 1 of 8
Workflow Definition
Step 1: Name Your Workflow
Write one sentence: "When [trigger], we [process] to produce [output] for [customer]."
Step 6 Reminder: Run a Thin Slice Test
Before rolling out full automation, automate only the smallest repeatable segment for one week:
- One input: A single, complete data set (one invoice, one lead)
- One transformation: The simplest step that delivers value
- One output: A measurable result you can review
Then rescore this diagnostic. If your scores improve after the test, you have validation to scale.