Is this workflow ready to automate?

Five practical questions. Get useful next steps without providing your email.

1. Is the workflow repeatable?

Map the current steps and exceptions before choosing an automation tool.

2. Can you access representative data?

Confirm data access and assemble permitted examples, including failure cases.

3. Can the relevant tools exchange data?

Check integration options and access boundaries with the system owners.

4. Can a person review uncertain or consequential actions?

Define approval gates, an exception owner, and a manual fallback.

5. Can you describe an acceptable result?

Write acceptance criteria and decide how to test against representative inputs.

From questions to a written decision.

Answer all five questions to see your next steps.

This self-assessment uses only your answers. It does not inspect systems or predict ROI. Answers stay on this page until you choose to open an email draft.