Free planning tool · Published August 16, 2026 · No signup

Is This Workflow Ready for AI?

Pick one real workflow—appointment reminders, lead follow-up, inbox triage, document collection, or another repeated job. Ten questions will show whether to document it first, run a bounded pilot, or prepare for managed implementation.

You get the result before any conversation. No answers, identity, or contact details are stored or sent. Analytics receives only that the tool started or finished, the broad result tier, a completion-time bucket, and the question count.

1. How often does this work happen?

Think about a normal month, not the busiest week of the year.

Rarely or unpredictably. It may happen monthly or less. Regularly. It happens most weeks. Frequently. It happens daily or many times per week.

2. Do the steps repeat?

A repeatable pattern is easier to test and monitor.

Not really. Every case follows a different path. Mostly. The main path repeats, with several exceptions. Yes. The steps and decision points can be written down.

3. Are the inputs consistent?

Inputs include forms, emails, records, calendar events, and spreadsheet rows.

No. Important information often arrives missing or in changing formats. Somewhat. Most inputs are recognizable but need cleanup. Yes. Required inputs and sources are defined.

4. Can the workflow access its source systems?

Consider permissions, account ownership, and reliable access—not just whether the tool has an integration logo.

Access is unclear. Accounts or permissions are fragmented. Some access is ready. One or two systems still need work. Access is controlled and available. Owners and permissions are known.

5. How common are exceptions?

An exception is a case that cannot safely follow the normal path.

Frequent and unpredictable. Exceptions are normal. Occasional. The common exceptions can be named. Rare and bounded. Most work follows a stable path.

6. Are human approvals clear?

Good automation preserves judgment instead of pretending it is unnecessary.

No. Nobody has defined what must be reviewed. Partly. Sensitive decisions are known, but handoffs need work. Yes. Approval and escalation points are explicit.

7. What happens if the workflow makes a mistake?

Start with work whose errors can be detected and reversed.

Severe or regulated impact. A mistake could be hard to reverse. Meaningful but recoverable. Review can catch most problems. Low and reversible. Mistakes are visible and can be corrected.

8. Does someone own the current process?

Automation still needs an accountable person for policy and exceptions.

No clear owner. Work moves between people informally. An informal owner exists. Accountability needs to be made explicit. A named owner exists. That person can approve the workflow.

9. Can success be measured?

Examples include response time, completed follow-ups, no-shows, open tasks, errors, or hours returned.

No clear measure. The desired improvement is vague. An outcome is observable. The baseline is not recorded yet. Yes. A baseline and target can be recorded.

10. Is there a real reason to act now?

Urgency should connect to capacity, customer experience, risk, or a deadline.

Not yet. The problem is interesting but not costly. The pain is visible. Priority or ownership is still unclear. Yes. A named owner has a capacity problem, deadline, or measurable loss.

Score it manually

Add the number beside each selected answer. Use the result bands below. Interactive calculation and anonymous engagement measurement require JavaScript; the questions and method do not.

What the score means

0-6: Stabilize the workflow first. Document ownership, inputs, exceptions, and the desired outcome.
7-13: Start with one bounded pilot. Keep a human approval point and measure one result.
14-20: Prepare a managed discovery conversation. Map permissions, exception handling, approvals, volume, and the operating owner.

Methodology and limitations

Each answer is worth zero, one, or two points. Higher scores indicate that one workflow is more frequent, repeatable, measurable, accessible, bounded, and owned. The bands are planning prompts created by Clover Digital; they are not validated industry benchmarks.

This is a planning heuristic, not a security, legal, financial, or technical audit and not a guarantee that automation will succeed. Review data access, applicable laws, contractual requirements, security controls, and high-impact decisions with qualified people before implementation.

Privacy: No answers, identity, or contact details are stored or sent. The page sends only anonymous tool events described above when analytics is available.

Is This Workflow Ready for AI?

What the score means

Methodology and limitations

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