WERKON | AUTOMATION READINESS CHECKLIST
https://werkon.ai/automation-readiness

Choose one workflow. Use this brief to prepare a practical discussion with your team or delivery partner.
Workflow: ____________________
Workflow owner: ____________________
Date: ____________________

1. Can you describe one repeatable workflow?
Name its trigger, the steps people take and what counts as finished.
Answer: Yes / Not yet / Unsure
Next step: Map one recent case from arrival to completion. Mark every handoff and decision.
Notes: ____________________

2. Do you know the current workload and effort?
Record how often work arrives, hands-on time, waiting time and corrections.
Answer: Yes / Not yet / Unsure
Next step: Track representative cases. Separate time spent working from time spent waiting, and note rework.
Notes: ____________________

3. Do you have representative inputs and expected outputs?
Include ordinary, incomplete and difficult cases you are permitted to use.
Answer: Yes / Not yet / Unsure
Next step: Gather approved examples of inputs and checked outputs, including exceptions. Remove sensitive details where possible.
Notes: ____________________

4. Are the rules and exceptions clear?
Identify decisions that follow fixed rules and those that require someone’s judgment.
Answer: Yes / Not yet / Unsure
Next step: Ask an experienced operator to explain ambiguous cases. Document when the system should stop and ask for help.
Notes: ____________________

5. Can you identify the systems and data owners?
Know where the correct records live and who can approve access or changes.
Answer: Yes / Not yet / Unsure
Next step: List the systems involved, the source of truth for each field and the person who owns access. Verify export or integration options.
Notes: ____________________

6. Is someone responsible for review and approval?
Name who checks outputs, approves consequential actions and handles failures.
Answer: Yes / Not yet / Unsure
Next step: Assign a reviewer and an exception owner. Define what can proceed automatically and what needs approval.
Notes: ____________________

7. Have you defined what a useful pilot must prove?
Set a baseline, a target and acceptable error limits for the same workflow.
Answer: Yes / Not yet / Unsure
Next step: Choose measurable acceptance criteria with the people doing the work. Include corrections and review effort, not just speed.
Notes: ____________________

8. Is there an owner for the system after launch?
Account for support, access, running costs, maintenance and a manual fallback.
Answer: Yes / Not yet / Unsure
Next step: Name the operating owner and agree how issues, ongoing costs and changes will be handled after handover.
Notes: ____________________

This is a preparation checklist, not an audit, certification, cost estimate or prediction of savings. Readiness does not establish that AI or custom software is the right solution.

Discuss your workflow: https://werkon.ai/contact?from=%2Fautomation-readiness
Email: hello@werkon.ai